Tyler-Stone Wealth Management’s VirnetX Holding Corp VHC Stock Holding History

Tyler-Stone Wealth Management’s Portfolio VHC Stock Details VHC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-320	Closed	-$2.18K	–	917
2024 Q2	$2.18K	Hold	320	–	–	﹤0.01%	842
2024 Q1	$2.03K	Hold	320	–	–	﹤0.01%	846
2023 Q4	$2.24K	Sell	320 -1	-0.3%	-$6	﹤0.01%	803
2023 Q3	$2K	Hold	321	–	–	﹤0.01%	831
2023 Q2	$3K	Buy	+321	New	+$3.94K	﹤0.01%	783
2022 Q4	$8K	Hold	321	–	–	0.01%	602
2022 Q3	$8K	Hold	321	–	–	0.01%	590
2022 Q2	$8K	Hold	321	–	–	0.01%	602
2022 Q1	$10K	Hold	321	–	–	0.01%	584
2021 Q4	$17K	Buy	+321	New	+$22.3K	0.01%	513

Other funds holding VHC

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

WJWM

Williams Jones Wealth Management New York $8.14B AUM 19.32% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Cannell & Spears New York $5.1B AUM 31.77% 1-Year Est. Return

CAG

Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Tyler-Stone Wealth Management's VHC Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of VirnetX Holding Corp (VHC) in Q3 2024, closing a stake of 320 shares — an estimated $2.18K sold.

Tyler-Stone Wealth Management first reported a position in VHC in Q4 2021 and held it in 10 quarters. The position peaked at $17K in Q4 2021. 33 funds tracked by Wall St. Rank hold VHC as of Q3 2024.

Tyler-Stone Wealth Management reported no remaining VirnetX Holding Corp position as of Q3 2024 after selling out during the quarter.
Tyler-Stone Wealth Management sold 320 VirnetX Holding Corp shares in Q3 2024, an estimated $2.18K.
Tyler-Stone Wealth Management first reported a position in VirnetX Holding Corp in Q4 2021 and held it in 10 quarters.
Tyler-Stone Wealth Management's VirnetX Holding Corp position peaked at $17K in Q4 2021.
33 funds tracked by Wall St. Rank held VirnetX Holding Corp as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.