LWMI
VRN

Legacy Wealth Management (Idaho)’s Veren VRN Stock Holding History

Legacy Wealth Management (Idaho)’s Portfolio VRN Stock Details VRN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-262
Closed -$1.74K – 876
2025
Q1 		$1.74K Buy
262
+65
+33% +$360 ﹤0.01% 564
2024
Q4 		$1.01K Buy
197
+47
+31% +$258 ﹤0.01% 591
2024
Q3 		$771 Buy
+150
New +$1.07K ﹤0.01% 567

Other funds holding VRN

PM
Penbrook Management New York $157M AUM 46.57% 1-Year Est. Return
OLVIG
Oliver Lagore Vanvalin Investment Group Flint, Michigan $255M AUM

Legacy Wealth Management (Idaho)'s VRN Position: Q2 2025 in Review

Legacy Wealth Management (Idaho) sold out of Veren (VRN) in Q2 2025, closing a stake of 262 shares — an estimated $1.74K sold.

Legacy Wealth Management (Idaho) first reported a position in VRN in Q3 2024 and held it in 3 quarters. The position peaked at $1.74K in Q1 2025. 2 funds tracked by Wall St. Rank hold VRN as of Q2 2025.

  • Legacy Wealth Management (Idaho) reported no remaining Veren position as of Q2 2025 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 262 Veren shares in Q2 2025, an estimated $1.74K.
  • Legacy Wealth Management (Idaho) first reported a position in Veren in Q3 2024 and held it in 3 quarters.
  • Legacy Wealth Management (Idaho)'s Veren position peaked at $1.74K in Q1 2025.
  • 2 funds tracked by Wall St. Rank held Veren as of Q2 2025.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2025, filed 6 Aug 2025.