Valeo Financial Advisors’s Vonage Holdings Corporation VG Stock Holding History

Valeo Financial Advisors’s Portfolio VG Stock Details VG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-94	Closed	-$1K	–	2139
2021 Q1	$1K	Buy	+94	New	+$1.22K	﹤0.01%	1990
2018 Q4	–	Sell	-255	Closed	-$3K	–	1896
2018 Q3	$3K	Buy	+255	New	+$3.51K	﹤0.01%	1418

Other funds holding VG

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

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Jana Partners New York $1.34B AUM 4.95% 1-Year Est. Return

PWAM

Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPAM

Legion Partners Asset Management Los Angeles, California $138M AUM 53.69% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Valeo Financial Advisors's VG Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Vonage Holdings Corporation (VG) in Q2 2021, closing a stake of 94 shares — an estimated $1K sold.

Valeo Financial Advisors first reported a position in VG in Q3 2018 and held it in 2 quarters. The position peaked at $3K in Q3 2018. 245 funds tracked by Wall St. Rank hold VG as of Q2 2021.

Valeo Financial Advisors reported no remaining Vonage Holdings Corporation position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 94 Vonage Holdings Corporation shares in Q2 2021, an estimated $1K.
Valeo Financial Advisors first reported a position in Vonage Holdings Corporation in Q3 2018 and held it in 2 quarters.
Valeo Financial Advisors's Vonage Holdings Corporation position peaked at $3K in Q3 2018.
245 funds tracked by Wall St. Rank held Vonage Holdings Corporation as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.