Steward Partners Investment Advisory’s V2X VVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.22K | Hold |
87
| – | – | ﹤0.01% | 3532 |
|
|
2025
Q1 | $4.27K | Hold |
87
| – | – | ﹤0.01% | 3423 |
|
|
2024
Q4 | $4.16K | Buy |
+87
| New | +$4.16K | ﹤0.01% | 3430 |
|
|
2023
Q2 | – | Sell |
-55
| Closed | -$2.19K | – | 3394 |
|
|
2023
Q1 | $2.19K | Hold |
55
| – | – | ﹤0.01% | 3001 |
|
|
2022
Q4 | $2.27K | Hold |
55
| – | – | ﹤0.01% | 2993 |
|
|
2022
Q3 | $2K | Hold |
55
| – | – | ﹤0.01% | 3073 |
|
|
2022
Q2 | $2K | Hold |
55
| – | – | ﹤0.01% | 3047 |
|
|
2022
Q1 | $2K | Hold |
55
| – | – | ﹤0.01% | 3121 |
|
|
2021
Q4 | $3K | Hold |
55
| – | – | ﹤0.01% | 2977 |
|
|
2021
Q3 | $3K | Hold |
55
| – | – | ﹤0.01% | 2954 |
|
|
2021
Q2 | $3K | Sell |
55
-5
| -8% | -$273 | ﹤0.01% | 6804 |
|
|
2021
Q1 | $3.21K | Hold |
60
| – | – | ﹤0.01% | 3121 |
|
|
2020
Q4 | $3K | Hold |
60
| – | – | ﹤0.01% | 2662 |
|
|
2020
Q3 | $2K | Hold |
60
| – | – | ﹤0.01% | 2610 |
|
|
2020
Q2 | $3K | Hold |
60
| – | – | ﹤0.01% | 2425 |
|
|
2020
Q1 | $2K | Hold |
60
| – | – | ﹤0.01% | 2327 |
|
|
2019
Q4 | $3K | Hold |
60
| – | – | ﹤0.01% | 2382 |
|
|
2019
Q3 | $2K | Sell |
60
-6
| -9% | -$200 | ﹤0.01% | 2463 |
|
|
2019
Q2 | $2K | Buy |
+66
| New | +$2K | ﹤0.01% | 2472 |
|
|
2018
Q4 | – | Sell |
-60
| Closed | -$2K | – | 2142 |
|
|
2018
Q3 | $2K | Hold |
60
| – | – | ﹤0.01% | 2416 |
|
|
2018
Q2 | $2K | Hold |
60
| – | – | ﹤0.01% | 2264 |
|
|
2018
Q1 | $2K | Hold |
60
| – | – | ﹤0.01% | 2053 |
|
|
2017
Q4 | $1K | Buy |
60
+55
| +1,100% | +$917 | ﹤0.01% | 1816 |
|
|
2017
Q3 | $0 | Hold |
5
| – | – | ﹤0.01% | 1768 |
|
|
2017
Q2 | $0 | Hold |
5
| – | – | ﹤0.01% | 1702 |
|
|
2017
Q1 | $0 | Buy |
+5
| New | – | ﹤0.01% | 1566 |
|