Creative Planning’s Visteon VC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.99M | Buy |
31,995
+11,632
| +57% | +$1.09M | ﹤0.01% | 1036 |
|
|
2025
Q1 | $1.58M | Buy |
20,363
+10,402
| +104% | +$807K | ﹤0.01% | 1359 |
|
|
2024
Q4 | $884K | Buy |
9,961
+1,047
| +12% | +$92.9K | ﹤0.01% | 1731 |
|
|
2024
Q3 | $849K | Buy |
8,914
+4,160
| +88% | +$396K | ﹤0.01% | 1647 |
|
|
2024
Q2 | $507K | Buy |
4,754
+448
| +10% | +$47.8K | ﹤0.01% | 1927 |
|
|
2024
Q1 | $506K | Buy |
4,306
+1,258
| +41% | +$148K | ﹤0.01% | 1830 |
|
|
2023
Q4 | $381K | Buy |
3,048
+1,259
| +70% | +$157K | ﹤0.01% | 1908 |
|
|
2023
Q3 | $247K | Buy |
+1,789
| New | +$247K | ﹤0.01% | 2083 |
|
|
2023
Q2 | – | Sell |
-1,455
| Closed | -$228K | – | 2701 |
|
|
2023
Q1 | $228K | Buy |
+1,455
| New | +$228K | ﹤0.01% | 2017 |
|
|
2019
Q4 | – | Sell |
-2,666
| Closed | -$220K | – | 1958 |
|
|
2019
Q3 | $220K | Buy |
+2,666
| New | +$220K | ﹤0.01% | 1541 |
|
|
2019
Q1 | – | Sell |
-3,440
| Closed | -$207K | – | 1913 |
|
|
2018
Q4 | $207K | Sell |
3,440
-21
| -0.6% | -$1.26K | ﹤0.01% | 1465 |
|
|
2018
Q3 | $322K | Buy |
3,461
+829
| +31% | +$77.1K | ﹤0.01% | 1345 |
|
|
2018
Q2 | $340K | Buy |
2,632
+242
| +10% | +$31.3K | ﹤0.01% | 1282 |
|
|
2018
Q1 | $263K | Buy |
2,390
+570
| +31% | +$62.7K | ﹤0.01% | 1417 |
|
|
2017
Q4 | $228K | Sell |
1,820
-10
| -0.5% | -$1.25K | ﹤0.01% | 1507 |
|
|
2017
Q3 | $226K | Sell |
1,830
-340
| -16% | -$42K | ﹤0.01% | 1496 |
|
|
2017
Q2 | $221K | Buy |
2,170
+350
| +19% | +$35.6K | ﹤0.01% | 1453 |
|
|
2017
Q1 | $178K | Buy |
1,820
+414
| +29% | +$40.5K | ﹤0.01% | 1548 |
|
|
2016
Q4 | $113K | Sell |
1,406
-1
| -0.1% | -$80 | ﹤0.01% | 1776 |
|
|
2016
Q3 | $101K | Buy |
1,407
+605
| +75% | +$43.4K | ﹤0.01% | 1827 |
|
|
2016
Q2 | $53K | Buy |
802
+686
| +591% | +$45.3K | ﹤0.01% | 2096 |
|
|
2016
Q1 | $9K | Hold |
116
| – | – | ﹤0.01% | 3263 |
|
|
2015
Q4 | $13K | Buy |
116
+105
| +955% | +$11.8K | ﹤0.01% | 3099 |
|
|
2015
Q3 | $1K | Buy |
+11
| New | +$1K | ﹤0.01% | 4053 |
|
|
2015
Q2 | – | Sell |
-13
| Closed | -$1K | – | 2817 |
|
|
2015
Q1 | $1K | Hold |
13
| – | – | ﹤0.01% | 3944 |
|
|
2014
Q4 | $1K | Sell |
13
-109
| -89% | -$8.39K | ﹤0.01% | 3885 |
|
|
2014
Q3 | $12K | Hold |
122
| – | – | ﹤0.01% | 2813 |
|
|
2014
Q2 | $12K | Sell |
122
-2
| -2% | -$197 | ﹤0.01% | 2734 |
|
|
2014
Q1 | $11K | Buy |
124
+4
| +3% | +$355 | ﹤0.01% | 2675 |
|
|
2013
Q4 | $10K | Buy |
120
+9
| +8% | +$750 | ﹤0.01% | 2568 |
|
|
2013
Q3 | $8K | Buy |
111
+19
| +21% | +$1.37K | ﹤0.01% | 2563 |
|
|
2013
Q2 | $6K | Buy |
+92
| New | +$6K | ﹤0.01% | 2489 |
|