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Legacy Capital Group California’s Goldman Sachs Hedge Industry VIP ETF GVIP Stock Holding History

Legacy Capital Group California’s Portfolio GVIP Stock Details GVIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-2,055
Closed -$225K – 323
2024
Q1 		$225K Buy
+2,055
New +$211K 0.08% 280

Other funds holding GVIP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
AC
Avestar Capital New York $1.56B AUM 31.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return
GLR
Great Lakes Retirement Sandusky, Ohio $967M AUM 25.11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Legacy Capital Group California's GVIP Position: Q2 2024 in Review

Legacy Capital Group California sold out of Goldman Sachs Hedge Industry VIP ETF (GVIP) in Q2 2024, closing a stake of 2,055 shares — an estimated $225K sold.

Legacy Capital Group California first reported a position in GVIP in Q1 2024 and held it in 1 quarter. The position peaked at $225K in Q1 2024. 39 funds tracked by Wall St. Rank hold GVIP as of Q2 2024.

  • Legacy Capital Group California reported no remaining Goldman Sachs Hedge Industry VIP ETF position as of Q2 2024 after selling out during the quarter.
  • Legacy Capital Group California sold 2,055 Goldman Sachs Hedge Industry VIP ETF shares in Q2 2024, an estimated $225K.
  • Legacy Capital Group California first reported a position in Goldman Sachs Hedge Industry VIP ETF in Q1 2024 and held it in 1 quarter.
  • Legacy Capital Group California's Goldman Sachs Hedge Industry VIP ETF position peaked at $225K in Q1 2024.
  • 39 funds tracked by Wall St. Rank held Goldman Sachs Hedge Industry VIP ETF as of Q2 2024.

Based on Legacy Capital Group California's 13F filing for Q2 2024, filed 22 Jul 2024.