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Transamerica Financial Advisors’s V2X VVX Stock Holding History

Transamerica Financial 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
Q3 		– Sell
-9
Closed -$1K – 659
2023
Q2 		$1K Hold
9
– – ﹤0.01% 600
2023
Q1 		$1K Hold
9
– – ﹤0.01% 587
2022
Q4 		$1K Hold
9
– – ﹤0.01% 673
2022
Q3 		$1K Hold
9
– – ﹤0.01% 631
2022
Q2 		$1K Buy
+9
New +$319 ﹤0.01% 641

Other funds holding VVX

AL
AIP LLC New York $95.2M AUM 36.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Transamerica Financial Advisors's VVX Position: Q3 2023 in Review

Transamerica Financial Advisors sold out of V2X (VVX) in Q3 2023, closing a stake of 9 shares — an estimated $1K sold.

Transamerica Financial Advisors first reported a position in VVX in Q2 2022 and held it in 5 quarters. The position peaked at $1K in Q2 2023. 143 funds tracked by Wall St. Rank hold VVX as of Q3 2023.

  • Transamerica Financial Advisors reported no remaining V2X position as of Q3 2023 after selling out during the quarter.
  • Transamerica Financial Advisors sold 9 V2X shares in Q3 2023, an estimated $1K.
  • Transamerica Financial Advisors first reported a position in V2X in Q2 2022 and held it in 5 quarters.
  • Transamerica Financial Advisors's V2X position peaked at $1K in Q2 2023.
  • 143 funds tracked by Wall St. Rank held V2X as of Q3 2023.

Based on Transamerica Financial Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.