LPL Financial
VVX icon

LPL Financial’s V2X VVX Stock Holding History

LPL Financial’s Portfolio VVX Stock Details VVX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$471K Sell
6,880
-4,079
-37% -$276K ﹤0.01% 4800
2025
Q4 		$598K Buy
10,959
+7,121
+186% +$401K ﹤0.01% 4563
2025
Q3 		$223K Buy
+3,838
New +$205K ﹤0.01% 5280
2025
Q1 		– Sell
-5,112
Closed -$245K – 5536
2024
Q4 		$245K Buy
5,112
+508
+11% +$30.1K ﹤0.01% 4680
2024
Q3 		$257K Buy
+4,604
New +$235K ﹤0.01% 4550

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
AL
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State Street
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
OAM
Ophir Asset Management Sydney, Australia $859M AUM 59.08% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return