Dimensional Fund Advisors’s Velocity Financial VEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.69M | Buy |
414,759
+121,834
| +42% | +$2.26M | ﹤0.01% | 2374 |
|
|
2025
Q1 | $5.48M | Buy |
292,925
+57,854
| +25% | +$1.08M | ﹤0.01% | 2468 |
|
|
2024
Q4 | $4.6M | Buy |
235,071
+39,165
| +20% | +$766K | ﹤0.01% | 2559 |
|
|
2024
Q3 | $3.84M | Buy |
195,906
+48,848
| +33% | +$958K | ﹤0.01% | 2593 |
|
|
2024
Q2 | $2.64M | Buy |
147,058
+15,993
| +12% | +$287K | ﹤0.01% | 2688 |
|
|
2024
Q1 | $2.36M | Buy |
131,065
+13,977
| +12% | +$252K | ﹤0.01% | 2754 |
|
|
2023
Q4 | $2.02M | Buy |
117,088
+18,787
| +19% | +$323K | ﹤0.01% | 2790 |
|
|
2023
Q3 | $1.11M | Buy |
98,301
+16,386
| +20% | +$185K | ﹤0.01% | 2894 |
|
|
2023
Q2 | $945K | Buy |
81,915
+18,575
| +29% | +$214K | ﹤0.01% | 2942 |
|
|
2023
Q1 | $572K | Buy |
63,340
+23,789
| +60% | +$215K | ﹤0.01% | 3009 |
|
|
2022
Q4 | $382 | Buy |
39,551
+2,743
| +7% | +$26 | ﹤0.01% | 3091 |
|
|
2022
Q3 | $399K | Buy |
36,808
+12,361
| +51% | +$134K | ﹤0.01% | 3094 |
|
|
2022
Q2 | $268K | Buy |
24,447
+5,195
| +27% | +$57K | ﹤0.01% | 3206 |
|
|
2022
Q1 | $211K | Buy |
+19,252
| New | +$211K | ﹤0.01% | 3306 |
|