GI
VVX icon

Gradient Investments’s V2X VVX Stock Holding History

Gradient Investments’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
-24
Closed -$1.11K – 1843
2023
Q4 		$1.11K Hold
24
– – ﹤0.01% 1389
2023
Q3 		$1.24K Hold
24
– – ﹤0.01% 1306
2023
Q2 		$1.19K Hold
24
– – ﹤0.01% 1305
2023
Q1 		$953 Hold
24
– – ﹤0.01% 1212
2022
Q4 		$991 Hold
24
– – ﹤0.01% 1198
2022
Q3 		$1K Buy
+24
New +$834 ﹤0.01% 1306

Other funds holding VVX

AL
AIP LLC New York $268M AUM 40.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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