LFA
VG

Legacy Financial Advisors’s Vonage Holdings Corporation VG Stock Holding History

Legacy Financial Advisors’s Portfolio VG Stock Details VG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-398
Closed -$4K – 1075
2019
Q1 		$4K Buy
+398
New +$3.82K ﹤0.01% 837

Other funds holding VG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
SCM
Scopia Capital Management New York $146M AUM 25.93% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
LPAM
Legion Partners Asset Management Los Angeles, California $138M AUM 53.69% 1-Year Est. Return

Legacy Financial Advisors's VG Position: Q2 2019 in Review

Legacy Financial Advisors sold out of Vonage Holdings Corporation (VG) in Q2 2019, closing a stake of 398 shares — an estimated $4K sold.

Legacy Financial Advisors first reported a position in VG in Q1 2019 and held it in 1 quarter. The position peaked at $4K in Q1 2019. 262 funds tracked by Wall St. Rank hold VG as of Q2 2019.

  • Legacy Financial Advisors reported no remaining Vonage Holdings Corporation position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 398 Vonage Holdings Corporation shares in Q2 2019, an estimated $4K.
  • Legacy Financial Advisors first reported a position in Vonage Holdings Corporation in Q1 2019 and held it in 1 quarter.
  • Legacy Financial Advisors's Vonage Holdings Corporation position peaked at $4K in Q1 2019.
  • 262 funds tracked by Wall St. Rank held Vonage Holdings Corporation as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.