Evernest Financial Advisors’s VirTra VTSI Stock Holding History

Evernest Financial Advisors’s Portfolio VTSI Stock Details VTSI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-17,185	Closed	-$107K	–	179
2024 Q3	$107K	Buy	+17,185	New	+$125K	0.03%	156

Other funds holding VTSI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Evernest Financial Advisors's VTSI Position: Q4 2024 in Review

Evernest Financial Advisors sold out of VirTra (VTSI) in Q4 2024, closing a stake of 17,185 shares — an estimated $107K sold.

Evernest Financial Advisors first reported a position in VTSI in Q3 2024 and held it in 1 quarter. The position peaked at $107K in Q3 2024. 56 funds tracked by Wall St. Rank hold VTSI as of Q4 2024.

Evernest Financial Advisors reported no remaining VirTra position as of Q4 2024 after selling out during the quarter.
Evernest Financial Advisors sold 17,185 VirTra shares in Q4 2024, an estimated $107K.
Evernest Financial Advisors first reported a position in VirTra in Q3 2024 and held it in 1 quarter.
Evernest Financial Advisors's VirTra position peaked at $107K in Q3 2024.
56 funds tracked by Wall St. Rank held VirTra as of Q4 2024.

Based on Evernest Financial Advisors's 13F filing for Q4 2024, filed 23 Jan 2025.