Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$541K Buy
37,829
+30
+0.1% +$424 ﹤0.01% 3638
2025
Q4
$455K Buy
37,799
+577
+2% +$7.69K ﹤0.01% 3703
2025
Q3
$587K Sell
37,222
-2,267
-6% -$38K ﹤0.01% 3625
2025
Q2
$638K Buy
39,489
+100
+0.3% +$1.6K ﹤0.01% 3572
2025
Q1
$640K Hold
39,389
﹤0.01% 3537
2024
Q4
$921K Buy
39,389
+1,803
+5% +$53.5K ﹤0.01% 3505
2024
Q3
$1.25M Buy
37,586
+1,307
+4% +$30.4K ﹤0.01% 3442
2024
Q2
$647K Sell
36,279
-2,000
-5% -$34.2K ﹤0.01% 3534
2024
Q1
$658K Sell
38,279
-630
-2% -$9.06K ﹤0.01% 3578
2023
Q4
$591K Hold
38,909
﹤0.01% 3606
2023
Q3
$516K Buy
38,909
+1,527
+4% +$20.8K ﹤0.01% 3660
2023
Q2
$480K Buy
37,382
+4,000
+12% +$58.3K ﹤0.01% 3694
2023
Q1
$581K Sell
33,382
-424
-1% -$9.58K ﹤0.01% 3693
2022
Q4
$744K Buy
33,806
+500
+2% +$12.2K ﹤0.01% 3632
2022
Q3
$838K Buy
33,306
+247
+0.7% +$9.52K ﹤0.01% 3636
2022
Q2
$1.5M Buy
33,059
+5,771
+21% +$230K ﹤0.01% 3545
2022
Q1
$800K Buy
27,288
+4,728
+21% +$129K ﹤0.01% 3877
2021
Q4
$649K Sell
22,560
-480
-2% -$12.3K ﹤0.01% 3924
2021
Q3
$538K Buy
23,040
+6,700
+41% +$158K ﹤0.01% 3944
2021
Q2
$398K Buy
+16,340
New +$423K ﹤0.01% 3944
2020
Q2
Sell
-35,743
Closed -$442K 3864
2020
Q1
$442K Buy
35,743
+801
+2% +$13.9K ﹤0.01% 3472
2019
Q4
$784K Buy
34,942
+5,528
+19% +$127K ﹤0.01% 3452
2019
Q3
$671K Sell
29,414
-299
-1% -$7.64K ﹤0.01% 3464
2019
Q2
$1.06M Buy
29,713
+34
+0.1% +$951 ﹤0.01% 3410
2019
Q1
$823K Buy
29,679
+3,628
+14% +$135K ﹤0.01% 3374
2018
Q4
$603K Sell
26,051
-2,044
-7% -$51.3K ﹤0.01% 3418
2018
Q3
$768K Buy
28,095
+641
+2% +$32.2K ﹤0.01% 3437
2018
Q2
$1.57M Sell
27,454
-278
-1% -$22.4K ﹤0.01% 3335
2018
Q1
$2.02M Buy
27,732
+718
+3% +$51.7K ﹤0.01% 3166
2017
Q4
$2M Buy
27,014
+2,338
+9% +$134K ﹤0.01% 3182
2017
Q3
$720K Sell
24,676
-81
-0.3% -$2.6K ﹤0.01% 3431
2017
Q2
$885K Buy
24,757
+3,222
+15% +$128K ﹤0.01% 3354
2017
Q1
$847K Sell
21,535
-719
-3% -$29.2K ﹤0.01% 3300
2016
Q4
$924K Buy
22,254
+6,616
+42% +$208K ﹤0.01% 3293
2016
Q3
$432K Buy
15,638
+3,160
+25% +$79.5K ﹤0.01% 3311
2016
Q2
$234K Buy
12,478
+819
+7% +$18K ﹤0.01% 3495
2016
Q1
$164K Hold
11,659
﹤0.01% 3506
2015
Q4
$189K Sell
11,659
-19
-0.2% -$464 ﹤0.01% 3490
2015
Q3
$265K Buy
11,678
+35
+0.3% +$1.45K ﹤0.01% 3429
2015
Q2
$789K Buy
11,643
+9,354
+409% +$729K ﹤0.01% 3296
2015
Q1
$171K Hold
2,289
﹤0.01% 3503
2014
Q4
$176K Sell
2,289
-125
-5% -$8.7K ﹤0.01% 3515
2014
Q3
$188K Hold
2,414
﹤0.01% 3484
2014
Q2
$186K Hold
2,414
﹤0.01% 3433
2014
Q1
$255K Hold
2,414
﹤0.01% 3435
2013
Q4
$509K Hold
2,414
﹤0.01% 3360
2013
Q3
$579K Sell
2,414
-75
-3% -$16K ﹤0.01% 3329
2013
Q2
$411K Buy
+2,489
New +$468K ﹤0.01% 3263

Other funds holding VHI