Creative Planning’s Vonage Holdings Corporation VG Stock Holding History

Creative Planning’s Portfolio VG Stock Details VG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-10,300	Closed	-$74K	–	2199
2020 Q1	$74K	Buy	10,300 +200	+2%	+$1.63K	﹤0.01%	1581
2019 Q4	$75K	Buy	+10,100	New	+$87.3K	﹤0.01%	1784
2018 Q1	–	Sell	-17,440	Closed	-$177K	–	2203
2017 Q4	$177K	Sell	17,440 -5,000	-22%	-$45.7K	﹤0.01%	1639
2017 Q3	$183K	Buy	22,440 +8,000	+55%	+$60.2K	﹤0.01%	1625
2017 Q2	$94K	Hold	14,440	–	–	﹤0.01%	2040
2017 Q1	$91K	Sell	14,440 -260	-2%	-$1.73K	﹤0.01%	2024
2016 Q4	$101K	Hold	14,700	–	–	﹤0.01%	1863
2016 Q3	$97K	Buy	14,700 +360	+3%	+$2.16K	﹤0.01%	1868
2016 Q2	$87K	Hold	14,340	–	–	﹤0.01%	1771
2016 Q1	$66K	Hold	14,340	–	–	﹤0.01%	1909
2015 Q4	$82K	Hold	14,340	–	–	﹤0.01%	1761
2015 Q3	$84K	Hold	14,340	–	–	﹤0.01%	1695
2015 Q2	$70K	Hold	14,340	–	–	﹤0.01%	1008
2015 Q1	$70K	Hold	14,340	–	–	﹤0.01%	1778
2014 Q4	$55K	Hold	14,340	–	–	﹤0.01%	1961
2014 Q3	$47K	Hold	14,340	–	–	﹤0.01%	1968
2014 Q2	$54K	Sell	14,340 -20,000	-58%	-$75.5K	﹤0.01%	1839
2014 Q1	$147K	Buy	34,340 +5,000	+17%	+$21.3K	﹤0.01%	1159
2013 Q4	$98K	Sell	29,340 -21,692	-43%	-$73K	﹤0.01%	1209
2013 Q3	$160K	Hold	51,032	–	–	﹤0.01%	863
2013 Q2	$144K	Buy	+51,032	New	+$145K	﹤0.01%	802

Other funds holding VG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

LPAM

Legion Partners Asset Management Los Angeles, California $138M AUM 53.69% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

NCM

Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Creative Planning's VG Position: Q2 2020 in Review

Creative Planning sold out of Vonage Holdings Corporation (VG) in Q2 2020, closing a stake of 10,300 shares — an estimated $74K sold.

Creative Planning first reported a position in VG in Q2 2013 and held it in 21 quarters. The position peaked at $183K in Q3 2017. 240 funds tracked by Wall St. Rank hold VG as of Q2 2020.

Creative Planning reported no remaining Vonage Holdings Corporation position as of Q2 2020 after selling out during the quarter.
Creative Planning sold 10,300 Vonage Holdings Corporation shares in Q2 2020, an estimated $74K.
Creative Planning first reported a position in Vonage Holdings Corporation in Q2 2013 and held it in 21 quarters.
Creative Planning's Vonage Holdings Corporation position peaked at $183K in Q3 2017.
240 funds tracked by Wall St. Rank held Vonage Holdings Corporation as of Q2 2020.

Based on Creative Planning's 13F filing for Q2 2020, filed 23 Jul 2020.