Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$2.05M Buy
+143,076
New +$2.02M 0.01% 1096
2025
Q4
Sell
-143,076
Closed -$2.26M 1880
2025
Q3
$2.26M Buy
143,076
+629
+0.4% +$10.5K 0.02% 856
2025
Q2
$2.3M Sell
142,447
-1,755
-1% -$28K 0.03% 762
2025
Q1
$2.34M Buy
144,202
+2,753
+2% +$53.9K 0.03% 672
2024
Q4
$3.31M Buy
141,449
+2,600
+2% +$77.2K 0.05% 515
2024
Q3
$4.63M Buy
138,849
+12,720
+10% +$296K 0.07% 384
2024
Q2
$2.25M Buy
126,129
+9,000
+8% +$154K 0.04% 574
2024
Q1
$2.01M Buy
117,129
+8,750
+8% +$126K 0.04% 611
2023
Q4
$1.65M Buy
108,379
+9,768
+10% +$129K 0.04% 583
2023
Q3
$1.31M Buy
98,611
+8,058
+9% +$110K 0.04% 579
2023
Q2
$1.16M Buy
+90,553
New +$1.32M 0.04% 572

Other funds holding VHI