SWP
VG

Strategic Wealth Partners’s Vonage Holdings Corporation VG Stock Holding History

Strategic Wealth Partners’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
-200
Closed -$2K – 853
2019
Q1 		$2K Hold
200
– – ﹤0.01% 735
2018
Q4 		$3K Hold
200
– – ﹤0.01% 629
2018
Q3 		$3K Sell
200
-300
-60% -$4.13K ﹤0.01% 595
2018
Q2 		$6K Hold
500
– – ﹤0.01% 626
2018
Q1 		$5K Hold
500
– – ﹤0.01% 650
2017
Q4 		$5K Buy
+500
New +$4.57K ﹤0.01% 622

Other funds holding VG

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Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
SCM
Scopia Capital Management New York $146M AUM 25.93% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
LPAM
Legion Partners Asset Management Los Angeles, California $138M AUM 53.69% 1-Year Est. Return

Strategic Wealth Partners's VG Position: Q2 2019 in Review

Strategic Wealth Partners sold out of Vonage Holdings Corporation (VG) in Q2 2019, closing a stake of 200 shares — an estimated $2K sold.

Strategic Wealth Partners first reported a position in VG in Q4 2017 and held it in 6 quarters. The position peaked at $6K in Q2 2018. 262 funds tracked by Wall St. Rank hold VG as of Q2 2019.

  • Strategic Wealth Partners reported no remaining Vonage Holdings Corporation position as of Q2 2019 after selling out during the quarter.
  • Strategic Wealth Partners sold 200 Vonage Holdings Corporation shares in Q2 2019, an estimated $2K.
  • Strategic Wealth Partners first reported a position in Vonage Holdings Corporation in Q4 2017 and held it in 6 quarters.
  • Strategic Wealth Partners's Vonage Holdings Corporation position peaked at $6K in Q2 2018.
  • 262 funds tracked by Wall St. Rank held Vonage Holdings Corporation as of Q2 2019.

Based on Strategic Wealth Partners's 13F filing for Q2 2019, filed 6 Aug 2019.