Curbstone Financial Management Corp’s Vicor VICR Stock Holding History

Curbstone Financial Management Corp’s Portfolio VICR Stock Details VICR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.56M	Sell	4,100 -100	-2%	-$27.3K	0.27%	86
2026 Q1	$676K	Hold	4,200	–	–	0.13%	145
2025 Q4	$460K	Buy	+4,200	New	+$357K	0.09%	183

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Wealth Enhancement Advisory Services

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Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Net Worth Advisory Group Sandy, Utah $397M AUM 29.92% 1-Year Est. Return