VRN
Creative Planning’s Veren VRN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-15,412
| Closed | -$102K | – | 3718 |
|
|
2025
Q1 | $102K | Sell |
15,412
-3,971
| -20% | -$26.3K | ﹤0.01% | 3237 |
|
|
2024
Q4 | $99.6K | Sell |
19,383
-33,790
| -64% | -$174K | ﹤0.01% | 3144 |
|
|
2024
Q3 | $327K | Sell |
53,173
-4,754
| -8% | -$29.2K | ﹤0.01% | 2453 |
|
|
2024
Q2 | $456K | Sell |
57,927
-2,134
| -4% | -$16.8K | ﹤0.01% | 2007 |
|
|
2024
Q1 | $492K | Buy |
60,061
+22,903
| +62% | +$188K | ﹤0.01% | 1857 |
|
|
2023
Q4 | $258K | Buy |
37,158
+3,551
| +11% | +$24.6K | ﹤0.01% | 2201 |
|
|
2023
Q3 | $279K | Buy |
33,607
+6,528
| +24% | +$54.2K | ﹤0.01% | 1990 |
|
|
2023
Q2 | $182K | Buy |
27,079
+10,424
| +63% | +$70.2K | ﹤0.01% | 2226 |
|
|
2023
Q1 | $118K | Buy |
16,655
+3,645
| +28% | +$25.7K | ﹤0.01% | 2214 |
|
|
2022
Q4 | $93K | Buy |
+13,010
| New | +$93K | ﹤0.01% | 2146 |
|
|
2022
Q3 | – | Sell |
-11,380
| Closed | -$81K | – | 2341 |
|
|
2022
Q2 | $81K | Buy |
+11,380
| New | +$81K | ﹤0.01% | 1983 |
|
|
2017
Q3 | – | Sell |
-8,006
| Closed | -$61K | – | 3668 |
|
|
2017
Q2 | $61K | Buy |
8,006
+2,719
| +51% | +$20.7K | ﹤0.01% | 2347 |
|
|
2017
Q1 | $57K | Buy |
5,287
+1,963
| +59% | +$21.2K | ﹤0.01% | 2368 |
|
|
2016
Q4 | $45K | Buy |
3,324
+1,719
| +107% | +$23.3K | ﹤0.01% | 2464 |
|
|
2016
Q3 | $21K | Sell |
1,605
-100
| -6% | -$1.31K | ﹤0.01% | 3009 |
|
|
2016
Q2 | $27K | Buy |
1,705
+100
| +6% | +$1.58K | ﹤0.01% | 2557 |
|
|
2016
Q1 | $22K | Sell |
1,605
-1,000
| -38% | -$13.7K | ﹤0.01% | 2684 |
|
|
2015
Q4 | $30K | Buy |
2,605
+1,000
| +62% | +$11.5K | ﹤0.01% | 2513 |
|
|
2015
Q3 | $18K | Buy |
+1,605
| New | +$18K | ﹤0.01% | 2797 |
|
|
2015
Q2 | – | Sell |
-1,605
| Closed | -$36K | – | 2946 |
|
|
2015
Q1 | $36K | Hold |
1,605
| – | – | ﹤0.01% | 2237 |
|
|
2014
Q4 | $37K | Sell |
1,605
-850
| -35% | -$19.6K | ﹤0.01% | 2180 |
|
|
2014
Q3 | $89K | Hold |
2,455
| – | – | ﹤0.01% | 1541 |
|
|
2014
Q2 | $109K | Hold |
2,455
| – | – | ﹤0.01% | 1373 |
|
|
2014
Q1 | $90K | Buy |
+2,455
| New | +$90K | ﹤0.01% | 1465 |
|