GWS
VG

Glassman Wealth Services’s Vonage Holdings Corporation VG Stock Holding History

Glassman Wealth Services’s Portfolio VG Stock Details VG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-110
Closed -$1K – 1676
2020
Q1 		$1K Buy
110
+15
+16% +$122 ﹤0.01% 1078
2019
Q4 		$1K Hold
95
– – ﹤0.01% 1137
2019
Q3 		$1K Hold
95
– – ﹤0.01% 1008
2019
Q2 		$1K Hold
95
– – ﹤0.01% 1029
2019
Q1 		$1K Buy
95
+70
+280% +$672 ﹤0.01% 1001
2018
Q4 		$0 Buy
+25
New +$286 ﹤0.01% 1112

Other funds holding VG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
LPAM
Legion Partners Asset Management Los Angeles, California $138M AUM 53.69% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Glassman Wealth Services's VG Position: Q2 2020 in Review

Glassman Wealth Services sold out of Vonage Holdings Corporation (VG) in Q2 2020, closing a stake of 110 shares — an estimated $1K sold.

Glassman Wealth Services first reported a position in VG in Q4 2018 and held it in 6 quarters. The position peaked at $1K in Q1 2020. 240 funds tracked by Wall St. Rank hold VG as of Q2 2020.

  • Glassman Wealth Services reported no remaining Vonage Holdings Corporation position as of Q2 2020 after selling out during the quarter.
  • Glassman Wealth Services sold 110 Vonage Holdings Corporation shares in Q2 2020, an estimated $1K.
  • Glassman Wealth Services first reported a position in Vonage Holdings Corporation in Q4 2018 and held it in 6 quarters.
  • Glassman Wealth Services's Vonage Holdings Corporation position peaked at $1K in Q1 2020.
  • 240 funds tracked by Wall St. Rank held Vonage Holdings Corporation as of Q2 2020.

Based on Glassman Wealth Services's 13F filing for Q2 2020, filed 6 Aug 2020.