New England Professional Planning Group’s LifeVantage LFVN Stock Holding History

New England Professional Planning Group’s Portfolio LFVN Stock Details LFVN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$72.7K	Buy	11,658 +63	+0.5%	+$381	0.03%	50
2026 Q1	$50.1K	Buy	11,595 +98	+0.9%	+$513	0.02%	49
2025 Q4	$70.8K	Buy	11,497 +79	+0.7%	+$585	0.03%	49
2025 Q3	$0	Buy	11,418 +48	+0.4%	+$601	﹤0.01%	45
2025 Q2	$149K	Buy	11,370 +40	+0.4%	+$517	0.07%	46
2025 Q1	$165K	Buy	11,330 +27	+0.2%	+$509	0.08%	46
2024 Q4	$198K	Buy	11,303 +29	+0.3%	+$407	0.1%	47
2024 Q3	$136K	Buy	11,274 +44	+0.4%	+$364	0.07%	50
2024 Q2	$72.1K	Buy	11,230 +60	+0.5%	+$407	0.04%	49
2024 Q1	$67.6K	Buy	11,170 +57	+0.5%	+$360	0.04%	53
2023 Q4	$66.7K	Buy	11,113 +55	+0.5%	+$364	0.04%	43
2023 Q3	$71.3K	Buy	11,058 +674	+6%	+$3.77K	0.04%	41
2023 Q2	$45.2K	Buy	10,384 +67	+0.6%	+$277	0.03%	40
2023 Q1	$34.5K	Buy	10,317 +88	+0.9%	+$330	0.02%	38
2022 Q4	$38.1K	Buy	10,229 +79	+0.8%	+$301	0.02%	43
2022 Q3	$38K	Buy	10,150 +78	+0.8%	+$316	0.03%	36
2022 Q2	$44K	Buy	10,072 +72	+0.7%	+$314	0.03%	40
2022 Q1	$48K	Hold	10,000	–	–	0.03%	43
2021 Q4	$0	Hold	10,000	–	–	﹤0.01%	50
2021 Q3	$69K	Hold	10,000	–	–	0.04%	48
2021 Q2	$75K	Buy	+10,000	New	+$81.6K	0.05%	52

Other funds holding LFVN

Capital Management Glen Allen, Virginia $666M AUM 17.17% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

New England Professional Planning Group's LFVN Position: Q2 2026 in Review

New England Professional Planning Group increased its LifeVantage (LFVN) stake by 0.54% in Q2 2026, buying an estimated $381 and bringing the position to 11,658 shares worth $72.7K. The position accounts for 0.03% of the portfolio, ranked #50.

New England Professional Planning Group first reported a position in LFVN in Q2 2021 and has held it in 21 quarters since. The position peaked at $198K in Q4 2024. 88 funds tracked by Wall St. Rank hold LFVN as of Q2 2026.

New England Professional Planning Group held 11,658 shares of LifeVantage worth $72.7K as of Q2 2026.
New England Professional Planning Group bought 63 LifeVantage shares in Q2 2026, an estimated $381.
LifeVantage made up 0.03% of New England Professional Planning Group's portfolio in Q2 2026, its #50 holding.
New England Professional Planning Group first reported a position in LifeVantage in Q2 2021 and has held it in 21 quarters since.
New England Professional Planning Group's LifeVantage position peaked at $198K in Q4 2024.
88 funds tracked by Wall St. Rank held LifeVantage as of Q2 2026.

Based on New England Professional Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.