Dynamic Advisor Solutions’s Vontier VNT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.19M Buy
32,138
+2,455
+8% +$90.6K 0.04% 405
2025
Q1
$975K Buy
+29,683
New +$975K 0.03% 424
2024
Q4
Sell
-27,418
Closed -$925K 884
2024
Q3
$925K Buy
27,418
+864
+3% +$29.2K 0.03% 474
2024
Q2
$1.01M Sell
26,554
-649
-2% -$24.8K 0.03% 455
2024
Q1
$1.23M Sell
27,203
-167
-0.6% -$7.58K 0.04% 397
2023
Q4
$922K Sell
27,370
-575
-2% -$19.4K 0.03% 430
2023
Q3
$864K Buy
27,945
+639
+2% +$19.8K 0.04% 388
2023
Q2
$880K Buy
27,306
+522
+2% +$16.8K 0.05% 372
2023
Q1
$732K Buy
26,784
+216
+0.8% +$5.91K 0.04% 390
2022
Q4
$514K Buy
26,568
+2,391
+10% +$46.2K 0.04% 433
2022
Q3
$404K Buy
24,177
+1,433
+6% +$23.9K 0.03% 436
2022
Q2
$523K Buy
22,744
+2,767
+14% +$63.6K 0.04% 386
2022
Q1
$507K Buy
19,977
+10,025
+101% +$254K 0.04% 432
2021
Q4
$306K Buy
9,952
+2,825
+40% +$86.9K 0.02% 557
2021
Q3
$239K Buy
7,127
+536
+8% +$18K 0.02% 641
2021
Q2
$215K Buy
+6,591
New +$215K 0.02% 655