VWWMG
NVEE

Vermillion & White Wealth Management Group’s NV5 Global NVEE Stock Holding History

Vermillion & White Wealth Management Group’s Portfolio NVEE Stock Details NVEE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-5,000
Closed -$115K – 610
2025
Q2 		$115K Buy
5,000
+2,000
+67% +$40K 0.08% 79
2025
Q1 		$57.8K Buy
3,000
+2,000
+200% +$36.6K 0.04% 118
2024
Q4 		$18.8K Buy
+1,000
New +$21.9K 0.01% 196

Other funds holding NVEE

KOC
Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Vermillion & White Wealth Management Group's NVEE Position: Q3 2025 in Review

Vermillion & White Wealth Management Group sold out of NV5 Global (NVEE) in Q3 2025, closing a stake of 5,000 shares — an estimated $115K sold.

Vermillion & White Wealth Management Group first reported a position in NVEE in Q4 2024 and held it in 3 quarters. The position peaked at $115K in Q2 2025. 3 funds tracked by Wall St. Rank hold NVEE as of Q3 2025.

  • Vermillion & White Wealth Management Group reported no remaining NV5 Global position as of Q3 2025 after selling out during the quarter.
  • Vermillion & White Wealth Management Group sold 5,000 NV5 Global shares in Q3 2025, an estimated $115K.
  • Vermillion & White Wealth Management Group first reported a position in NV5 Global in Q4 2024 and held it in 3 quarters.
  • Vermillion & White Wealth Management Group's NV5 Global position peaked at $115K in Q2 2025.
  • 3 funds tracked by Wall St. Rank held NV5 Global as of Q3 2025.

Based on Vermillion & White Wealth Management Group's 13F filing for Q3 2025, filed 26 Nov 2025.