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Life Planning Partners’s iPath Series B S&P 500 VIX Short-Term Futures ETN VXX Stock Holding History

Life Planning Partners’s Portfolio VXX Stock Details VXX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-225
Closed -$14K – 251
2023
Q4 		$14K Buy
+225
New +$18.2K 0.01% 144

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JF
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CC
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NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
ASN
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Life Planning Partners's VXX Position: Q1 2024 in Review

Life Planning Partners sold out of iPath Series B S&P 500 VIX Short-Term Futures ETN (VXX) in Q1 2024, closing a stake of 225 shares — an estimated $14K sold.

Life Planning Partners first reported a position in VXX in Q4 2023 and held it in 1 quarter. The position peaked at $14K in Q4 2023. 65 funds tracked by Wall St. Rank hold VXX as of Q1 2024.

  • Life Planning Partners reported no remaining iPath Series B S&P 500 VIX Short-Term Futures ETN position as of Q1 2024 after selling out during the quarter.
  • Life Planning Partners sold 225 iPath Series B S&P 500 VIX Short-Term Futures ETN shares in Q1 2024, an estimated $14K.
  • Life Planning Partners first reported a position in iPath Series B S&P 500 VIX Short-Term Futures ETN in Q4 2023 and held it in 1 quarter.
  • Life Planning Partners's iPath Series B S&P 500 VIX Short-Term Futures ETN position peaked at $14K in Q4 2023.
  • 65 funds tracked by Wall St. Rank held iPath Series B S&P 500 VIX Short-Term Futures ETN as of Q1 2024.

Based on Life Planning Partners's 13F filing for Q1 2024, filed 2 May 2024.