VNIM
Vaughan Nelson Investment Management’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.77M | Hold |
26,790
| – | – | 0.04% | 141 |
|
|
2025
Q1 | $3.13M | Sell |
26,790
-2,250
| -8% | -$263K | 0.03% | 156 |
|
|
2024
Q4 | $3.65M | Hold |
29,040
| – | – | 0.03% | 144 |
|
|
2024
Q3 | $3.03M | Hold |
29,040
| – | – | 0.03% | 149 |
|
|
2024
Q2 | $2.82M | Hold |
29,040
| – | – | 0.03% | 150 |
|
|
2024
Q1 | $2.73M | Hold |
29,040
| – | – | 0.02% | 152 |
|
|
2023
Q4 | $2.71M | Sell |
29,040
-5,315
| -15% | -$496K | 0.03% | 160 |
|
|
2023
Q3 | $2.81M | Hold |
34,355
| – | – | 0.03% | 170 |
|
|
2023
Q2 | $2.93M | Sell |
34,355
-3,045
| -8% | -$260K | 0.03% | 164 |
|
|
2023
Q1 | $3.28M | Sell |
37,400
-8,000
| -18% | -$702K | 0.04% | 153 |
|
|
2022
Q4 | $3.86M | Hold |
45,400
| – | – | 0.05% | 156 |
|
|
2022
Q3 | $3.59M | Hold |
45,400
| – | – | 0.05% | 145 |
|
|
2022
Q2 | $3.45M | Hold |
45,400
| – | – | 0.05% | 154 |
|
|
2022
Q1 | $3.97M | Buy |
45,400
+8,225
| +22% | +$719K | 0.05% | 155 |
|
|
2021
Q4 | $3.65M | Sell |
37,175
-1,207
| -3% | -$118K | 0.04% | 152 |
|
|
2021
Q3 | $3.74M | Buy |
38,382
+3,457
| +10% | +$336K | 0.04% | 148 |
|
|
2021
Q2 | $3.2M | Sell |
34,925
-1,521,747
| -98% | -$140M | 0.03% | 149 |
|
|
2021
Q1 | $121M | Sell |
1,556,672
-197,384
| -11% | -$15.3M | 1.29% | 21 |
|
|
2020
Q4 | $120M | Sell |
1,754,056
-9,290
| -0.5% | -$637K | 1.41% | 15 |
|
|
2020
Q3 | $85.3M | Buy |
+1,763,346
| New | +$85.3M | 1.19% | 22 |
|