Hennion & Walsh Asset Management’s V2X VVX Stock Holding History

Hennion & Walsh Asset Management’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
2026 Q2	$3.86M	Sell	51,815 -6,664	-11%	-$496K	0.11%	235
2026 Q1	$4.01M	Buy	58,479 +2,758	+5%	+$186K	0.13%	196
2025 Q4	$3.04M	Buy	55,721 +1,222	+2%	+$68.8K	0.1%	252
2025 Q3	$3.17M	Buy	54,499 +18,903	+53%	+$1.01M	0.11%	234
2025 Q2	$1.73M	Buy	35,596 +11,249	+46%	+$535K	0.07%	343
2025 Q1	$1.19M	Buy	24,347 +1,952	+9%	+$95.7K	0.05%	433
2024 Q4	$1.07M	Buy	22,395 +6,212	+38%	+$369K	0.05%	446
2024 Q3	$904K	Buy	16,183 +2,971	+22%	+$151K	0.04%	468
2024 Q2	$634K	Buy	13,212 +4,419	+50%	+$209K	0.03%	526
2024 Q1	$411K	Buy	+8,793	New	+$359K	0.02%	615

Other funds holding VVX

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

Milestone Asset Management Pittsburgh, Pennsylvania $635M AUM 22.1% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Sachetta Lynnfield, Massachusetts $206M AUM 26.19% 1-Year Est. Return