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	–	1841
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

AIP LLC New York $95.2M AUM 36.56% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Gradient Investments's VVX Position: Q1 2024 in Review

Gradient Investments sold out of V2X (VVX) in Q1 2024, closing a stake of 24 shares — an estimated $1.11K sold.

Gradient Investments first reported a position in VVX in Q3 2022 and held it in 6 quarters. The position peaked at $1.24K in Q3 2023. 167 funds tracked by Wall St. Rank hold VVX as of Q1 2024.

Gradient Investments reported no remaining V2X position as of Q1 2024 after selling out during the quarter.
Gradient Investments sold 24 V2X shares in Q1 2024, an estimated $1.11K.
Gradient Investments first reported a position in V2X in Q3 2022 and held it in 6 quarters.
Gradient Investments's V2X position peaked at $1.24K in Q3 2023.
167 funds tracked by Wall St. Rank held V2X as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.