VERITY Wealth Advisors’s Vintage Wine Estates, Inc. Common Stock VWE Stock Holding History

VERITY Wealth Advisors’s Portfolio VWE Stock Details VWE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-10,000	Closed	-$20	–	73
2024 Q3	$20	Hold	10,000	–	–	﹤0.01%	73
2024 Q2	$1.39K	Hold	10,000	–	–	﹤0.01%	74
2024 Q1	$3.6K	Hold	10,000	–	–	﹤0.01%	74
2023 Q4	$5.02K	Hold	10,000	–	–	﹤0.01%	71
2023 Q3	$5.69K	Hold	10,000	–	–	0.01%	66
2023 Q2	$8.55K	Hold	10,000	–	–	0.01%	69
2023 Q1	$10.7K	Hold	10,000	–	–	0.01%	73
2022 Q4	$32.6K	Buy	+10,000	New	+$30.7K	0.03%	73

VERITY Wealth Advisors's VWE Position: Q4 2024 in Review

VERITY Wealth Advisors sold out of Vintage Wine Estates, Inc. Common Stock (VWE) in Q4 2024, closing a stake of 10,000 shares — an estimated $20 sold.

VERITY Wealth Advisors first reported a position in VWE in Q4 2022 and held it in 8 quarters. The position peaked at $32.6K in Q4 2022. 2 funds tracked by Wall St. Rank hold VWE as of Q4 2024.

VERITY Wealth Advisors reported no remaining Vintage Wine Estates, Inc. Common Stock position as of Q4 2024 after selling out during the quarter.
VERITY Wealth Advisors sold 10,000 Vintage Wine Estates, Inc. Common Stock shares in Q4 2024, an estimated $20.
VERITY Wealth Advisors first reported a position in Vintage Wine Estates, Inc. Common Stock in Q4 2022 and held it in 8 quarters.
VERITY Wealth Advisors's Vintage Wine Estates, Inc. Common Stock position peaked at $32.6K in Q4 2022.
2 funds tracked by Wall St. Rank held Vintage Wine Estates, Inc. Common Stock as of Q4 2024.

Based on VERITY Wealth Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.