Summit Investment Advisory Services’s Vident International Equity Strategy VIDI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-9,695
| Closed | -$253K | – | 105 |
|
2025
Q1 | $253K | Buy |
9,695
+2
| +0% | +$52 | 0.12% | 58 |
|
2024
Q4 | $241K | Buy |
9,693
+290
| +3% | +$7.21K | 0.12% | 62 |
|
2024
Q3 | $254K | Buy |
+9,403
| New | +$254K | 0.13% | 58 |
|
2024
Q2 | – | Sell |
-9,239
| Closed | -$231K | – | 91 |
|
2024
Q1 | $231K | Hold |
9,239
| – | – | 0.14% | 60 |
|
2023
Q4 | $227K | Buy |
+9,239
| New | +$227K | 0.14% | 56 |
|