Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$310K Sell
21,709
-6,268
-22% -$88.6K 0.02% 1232
2025
Q4
$337K Sell
27,977
-3,973
-12% -$53K 0.03% 1104
2025
Q3
$504K Hold
31,950
0.04% 843
2025
Q2
$516K Buy
31,950
+19,664
+160% +$314K 0.04% 901
2025
Q1
$200K Buy
+12,286
New +$241K 0.02% 1395
2023
Q4
Sell
-16,326
Closed -$216K 1960
2023
Q3
$216K Buy
16,326
+4,777
+41% +$65K 0.02% 1249
2023
Q2
$148K Buy
+11,549
New +$168K 0.01% 1341
2019
Q1
Sell
-2,382
Closed -$55K 1713
2018
Q4
$55K Buy
+2,382
New +$59.8K 0.01% 1259

Other funds holding VHI