VVP
EW icon

Venture Visionary Partners’s Edwards Lifesciences EW Stock Holding History

Venture Visionary Partners’s Portfolio EW Stock Details EW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-2,239
Closed -$207K – 560
2024
Q2 		$207K Buy
+2,239
New +$198K 0.01% 525
2024
Q1 		– Sell
-2,930
Closed -$223K – 563
2023
Q4 		$223K Buy
+2,930
New +$204K 0.01% 473
2022
Q4 		– Sell
-4,913
Closed -$405K – 482
2022
Q3 		$405K Sell
4,913
-4
-0.1% -$385 0.03% 329
2022
Q2 		$468K Hold
4,917
– – 0.04% 312
2022
Q1 		$578K Buy
4,917
+4
+0.1% +$449 0.04% 303
2021
Q4 		$636K Sell
4,913
-27
-0.5% -$3.15K 0.04% 301
2021
Q3 		$559K Hold
4,940
– – 0.04% 302
2021
Q2 		$511K Buy
4,940
+26
+0.5% +$2.45K 0.04% 308
2021
Q1 		$411K Buy
+4,914
New +$415K 0.03% 325

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State Street
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Bank of New York Mellon
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return