OPS
VG

Orion Portfolio Solutions’s Vonage Holdings Corporation VG Stock Holding History

Orion Portfolio Solutions’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
2020
Q2 		– Sell
-12
Closed – – 2635
2020
Q1 		$0 Sell
12
-159
-93% -$1.3K ﹤0.01% 2539
2019
Q4 		$1K Buy
+171
New +$1.48K ﹤0.01% 1792

Other funds holding VG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
LPAM
Legion Partners Asset Management Los Angeles, California $138M AUM 53.69% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Orion Portfolio Solutions's VG Position: Q2 2020 in Review

Orion Portfolio Solutions sold out of Vonage Holdings Corporation (VG) in Q2 2020, closing a stake of 12 shares.

Orion Portfolio Solutions first reported a position in VG in Q4 2019 and held it in 2 quarters. The position peaked at $1K in Q4 2019. 240 funds tracked by Wall St. Rank hold VG as of Q2 2020.

  • Orion Portfolio Solutions reported no remaining Vonage Holdings Corporation position as of Q2 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 12 Vonage Holdings Corporation shares in Q2 2020.
  • Orion Portfolio Solutions first reported a position in Vonage Holdings Corporation in Q4 2019 and held it in 2 quarters.
  • Orion Portfolio Solutions's Vonage Holdings Corporation position peaked at $1K in Q4 2019.
  • 240 funds tracked by Wall St. Rank held Vonage Holdings Corporation as of Q2 2020.

Based on Orion Portfolio Solutions's 13F filing for Q2 2020, filed 13 Aug 2020.