MGIA
Moneta Group Investment Advisors’s V2X VVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.73M | Sell |
76,930
-5,000
| -6% | -$243K | 0.04% | 156 |
|
|
2025
Q1 | $4.02M | Buy |
81,930
+4,301
| +6% | +$211K | 0.06% | 147 |
|
|
2024
Q4 | $3.71M | Sell |
77,629
-20,000
| -20% | -$957K | 0.05% | 147 |
|
|
2024
Q3 | $5.45M | Hold |
97,629
| – | – | 0.08% | 121 |
|
|
2024
Q2 | $4.68M | Hold |
97,629
| – | – | 0.07% | 128 |
|
|
2024
Q1 | $4.56M | Buy |
97,629
+19,280
| +25% | +$901K | 0.07% | 131 |
|
|
2023
Q4 | $3.64M | Hold |
78,349
| – | – | 0.07% | 134 |
|
|
2023
Q3 | $4.05M | Buy |
+78,349
| New | +$4.05M | 0.09% | 114 |
|