TWA
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TCI Wealth Advisors’s V2X VVX Stock Holding History

TCI Wealth Advisors’s Portfolio VVX Stock Details VVX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-9
Closed -$358 – 2208
2023
Q1 		$358 Buy
+9
New +$385 ﹤0.01% 2268
2022
Q2 		– Sell
-128
Closed -$5K – 2537
2022
Q1 		$5K Buy
+128
New +$5.47K ﹤0.01% 1614
2021
Q4 		– Sell
-78
Closed -$4K – 2542
2021
Q3 		$4K Buy
+78
New +$3.69K ﹤0.01% 1834
2020
Q3 		– Sell
-9
Closed – – 1672
2020
Q2 		$0 Buy
+9
New +$435 ﹤0.01% 1680
2018
Q3 		– Sell
-12
Closed – – 1598
2018
Q2 		$0 Buy
+12
New +$406 ﹤0.01% 1610
2015
Q4 		– Sell
-33
Closed -$1K – 1091
2015
Q3 		$1K Hold
33
– – ﹤0.01% 926
2015
Q2 		$1K Hold
33
– – ﹤0.01% 915
2015
Q1 		$1K Hold
33
– – ﹤0.01% 838
2014
Q4 		$1K Buy
33
+25
+313% +$634 ﹤0.01% 837
2014
Q3 		$0 Buy
+8
New +$157 ﹤0.01% 920

Other funds holding VVX

AL
AIP LLC New York $268M AUM 40.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.69B AUM 19.05% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return