Creative Planning’s Visteon VC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$4.82M Buy
52,880
+17,531
+50% +$1.66M ﹤0.01% 1227
2025
Q4
$3.36M Sell
35,349
-5,683
-14% -$602K ﹤0.01% 1302
2025
Q3
$4.92M Buy
41,032
+9,037
+28% +$1.06M ﹤0.01% 895
2025
Q2
$2.99M Buy
31,995
+11,632
+57% +$957K ﹤0.01% 1039
2025
Q1
$1.58M Buy
20,363
+10,402
+104% +$876K ﹤0.01% 1363
2024
Q4
$884K Buy
9,961
+1,047
+12% +$95.7K ﹤0.01% 1735
2024
Q3
$849K Buy
8,914
+4,160
+88% +$423K ﹤0.01% 1647
2024
Q2
$507K Buy
4,754
+448
+10% +$49.5K ﹤0.01% 1934
2024
Q1
$506K Buy
4,306
+1,258
+41% +$147K ﹤0.01% 1836
2023
Q4
$381K Buy
3,048
+1,259
+70% +$156K ﹤0.01% 1912
2023
Q3
$247K Buy
+1,789
New +$258K ﹤0.01% 2089
2023
Q2
Sell
-1,455
Closed -$228K 2841
2023
Q1
$228K Buy
+1,455
New +$225K ﹤0.01% 2024
2019
Q4
Sell
-2,666
Closed -$220K 2120
2019
Q3
$220K Buy
+2,666
New +$178K ﹤0.01% 1550
2019
Q1
Sell
-3,440
Closed -$207K 2091
2018
Q4
$207K Sell
3,440
-21
-0.6% -$1.58K ﹤0.01% 1472
2018
Q3
$322K Buy
3,461
+829
+31% +$95.9K ﹤0.01% 1356
2018
Q2
$340K Buy
2,632
+242
+10% +$30.3K ﹤0.01% 1292
2018
Q1
$263K Buy
2,390
+570
+31% +$71.3K ﹤0.01% 1429
2017
Q4
$228K Sell
1,820
-10
-0.5% -$1.27K ﹤0.01% 1517
2017
Q3
$226K Sell
1,830
-340
-16% -$38.5K ﹤0.01% 1509
2017
Q2
$221K Buy
2,170
+350
+19% +$34.6K ﹤0.01% 1465
2017
Q1
$178K Buy
1,820
+414
+29% +$38.2K ﹤0.01% 1558
2016
Q4
$113K Sell
1,406
-1
-0.1% -$75 ﹤0.01% 1789
2016
Q3
$101K Buy
1,407
+605
+75% +$42.3K ﹤0.01% 1840
2016
Q2
$53K Buy
802
+686
+591% +$51.3K ﹤0.01% 2108
2016
Q1
$9K Hold
116
﹤0.01% 3302
2015
Q4
$13K Buy
116
+105
+955% +$11.9K ﹤0.01% 3141
2015
Q3
$1K Buy
+11
New +$1.11K ﹤0.01% 4158
2015
Q2
Sell
-13
Closed -$1K 2954
2015
Q1
$1K Hold
13
﹤0.01% 4081
2014
Q4
$1K Sell
13
-109
-89% -$10.5K ﹤0.01% 4012
2014
Q3
$12K Hold
122
﹤0.01% 2851
2014
Q2
$12K Sell
122
-2
-2% -$181 ﹤0.01% 2787
2014
Q1
$11K Buy
124
+4
+3% +$333 ﹤0.01% 2720
2013
Q4
$10K Buy
120
+9
+8% +$695 ﹤0.01% 2568
2013
Q3
$8K Buy
111
+19
+21% +$1.32K ﹤0.01% 2563
2013
Q2
$6K Buy
+92
New +$5.56K ﹤0.01% 2489

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