VCG
Vantage Consulting Group’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,439
| Closed | -$237K | – | 114 |
|
|
2024
Q2 | $237K | Sell |
2,439
-289
| -11% | -$28.1K | 0.18% | 116 |
|
|
2024
Q1 | $257K | Sell |
2,728
-116
| -4% | -$10.9K | 0.16% | 100 |
|
|
2023
Q4 | $265K | Sell |
2,844
-58
| -2% | -$5.41K | 0.18% | 98 |
|
|
2023
Q3 | $237K | Buy |
2,902
+60
| +2% | +$4.9K | 0.16% | 123 |
|
|
2023
Q2 | $243K | Buy |
2,842
+16
| +0.6% | +$1.37K | 0.14% | 141 |
|
|
2023
Q1 | $248K | Sell |
2,826
-43
| -1% | -$3.78K | 0.14% | 161 |
|
|
2022
Q4 | $244K | Sell |
2,869
-185
| -6% | -$15.7K | 0.14% | 140 |
|
|
2022
Q3 | $241K | Sell |
3,054
-244
| -7% | -$19.3K | 0.14% | 134 |
|
|
2022
Q2 | $251K | Buy |
3,298
+436
| +15% | +$33.2K | 0.14% | 123 |
|
|
2022
Q1 | $250K | Buy |
2,862
+54
| +2% | +$4.72K | 0.1% | 141 |
|
|
2021
Q4 | $276K | Buy |
2,808
+328
| +13% | +$32.2K | 0.07% | 143 |
|
|
2021
Q3 | $241K | Sell |
2,480
-294
| -11% | -$28.6K | 0.05% | 147 |
|
|
2021
Q2 | $254K | Buy |
+2,774
| New | +$254K | 0.04% | 115 |
|
|
2021
Q1 | – | Sell |
-1,904
| Closed | -$130K | – | 1001 |
|
|
2020
Q4 | $130K | Buy |
+1,904
| New | +$130K | 0.01% | 99 |
|