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LWAC
Laurel Wealth Advisors (California)’s
V2X
VVX
Stock Holding History
Laurel Wealth Advisors (California)’s Portfolio
VVX Stock Details
VVX Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2017
Q4
–
Sell
-18,392
Closed
-$567K
–
377
2017
Q3
$567K
Sell
18,392
-1,027
-5%
-$31.8K
0.19%
127
2017
Q2
$627K
Sell
19,419
-3,008
-13%
-$83.7K
0.23%
114
2017
Q1
$501K
Sell
22,427
-585
-3%
-$13.4K
0.2%
136
2016
Q4
$548K
Sell
23,012
-627
-3%
-$12.8K
0.25%
110
2016
Q3
$360K
Sell
23,639
-2,396
-9%
-$71.9K
0.17%
153
2016
Q2
$742K
Sell
26,035
-115
-0.4%
-$2.76K
0.36%
77
2016
Q1
$595K
Sell
26,150
-2,615
-9%
-$51.9K
0.3%
89
2015
Q4
$601K
Buy
+28,765
New
+$670K
0.31%
86
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NI
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$81.2B AUM
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1-Year Est. Return
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$2.9T AUM
29.55%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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