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	–	2206
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	–	2541
2021 Q3	$4K	Buy	+78	New	+$3.69K	﹤0.01%	1834
2020 Q3	–	Sell	-9	Closed	–	–	1671
2020 Q2	$0	Buy	+9	New	+$435	﹤0.01%	1679
2018 Q3	–	Sell	-12	Closed	–	–	1595
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

AIP LLC New York $95.2M AUM 36.56% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

TCI Wealth Advisors's VVX Position: Q2 2023 in Review

TCI Wealth Advisors sold out of V2X (VVX) in Q2 2023, closing a stake of 9 shares — an estimated $358 sold.

TCI Wealth Advisors first reported a position in VVX in Q3 2014 and held it in 10 quarters. The position peaked at $5K in Q1 2022. 151 funds tracked by Wall St. Rank hold VVX as of Q2 2023.

TCI Wealth Advisors reported no remaining V2X position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 9 V2X shares in Q2 2023, an estimated $358.
TCI Wealth Advisors first reported a position in V2X in Q3 2014 and held it in 10 quarters.
TCI Wealth Advisors's V2X position peaked at $5K in Q1 2022.
151 funds tracked by Wall St. Rank held V2X as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.