GWS
VVX icon

Glassman Wealth Services’s V2X VVX Stock Holding History

Glassman Wealth Services’s Portfolio VVX Stock Details VVX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-12
Closed -$557 – 1797
2023
Q4 		$557 Hold
12
– – ﹤0.01% 1699
2023
Q3 		$620 Hold
12
– – ﹤0.01% 1690
2023
Q2 		$595 Hold
12
– – ﹤0.01% 1596
2023
Q1 		$477 Hold
12
– – ﹤0.01% 1625
2022
Q4 		$495 Hold
12
– – ﹤0.01% 1629
2022
Q3 		$0 Buy
+12
New +$417 ﹤0.01% 2016

Other funds holding VVX

AL
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BlackRock
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Vanguard Group
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return