OWA
VG

One Wealth Advisors’s Vonage Holdings Corporation VG Stock Holding History

One Wealth Advisors’s Portfolio VG Stock Details VG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-504
Closed -$5K – 597
2019
Q1 		$5K Buy
+504
New +$4.84K ﹤0.01% 375
2018
Q4 		– Sell
-504
Closed -$7K – 586
2018
Q3 		$7K Buy
504
+138
+38% +$1.9K 0.01% 367
2018
Q2 		$5K Buy
366
+67
+22% +$768 ﹤0.01% 413
2018
Q1 		$3K Buy
299
+237
+382% +$2.53K ﹤0.01% 466
2017
Q4 		$1K Buy
+62
New +$566 ﹤0.01% 561

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SCM
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First Trust Advisors
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State Street
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
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N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
LPAM
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