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Modera Wealth Management’s Vishay Intertechnology VSH Stock Holding History

Modera Wealth Management’s Portfolio VSH Stock Details VSH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-21,198
Closed -$481K – 594
2024
Q1 		$481K Sell
21,198
-11,502
-35% -$256K 0.01% 394
2023
Q4 		$784K Sell
32,700
-864
-3% -$20K 0.01% 317
2023
Q3 		$830K Buy
33,564
+703
+2% +$18.9K 0.02% 300
2023
Q2 		$966K Buy
+32,861
New +$803K 0.02% 300

Other funds holding VSH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
KL
KIM LLC Wichita, Kansas $1B AUM 29.68% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Modera Wealth Management's VSH Position: Q2 2024 in Review

Modera Wealth Management sold out of Vishay Intertechnology (VSH) in Q2 2024, closing a stake of 21,198 shares — an estimated $481K sold.

Modera Wealth Management first reported a position in VSH in Q2 2023 and held it in 4 quarters. The position peaked at $966K in Q2 2023. 272 funds tracked by Wall St. Rank hold VSH as of Q2 2024.

  • Modera Wealth Management reported no remaining Vishay Intertechnology position as of Q2 2024 after selling out during the quarter.
  • Modera Wealth Management sold 21,198 Vishay Intertechnology shares in Q2 2024, an estimated $481K.
  • Modera Wealth Management first reported a position in Vishay Intertechnology in Q2 2023 and held it in 4 quarters.
  • Modera Wealth Management's Vishay Intertechnology position peaked at $966K in Q2 2023.
  • 272 funds tracked by Wall St. Rank held Vishay Intertechnology as of Q2 2024.

Based on Modera Wealth Management's 13F filing for Q2 2024, filed 29 Jul 2024.