VAS
Vestmark Advisory Solutions’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $472K | Sell |
10,985
-10,494
| -49% | -$451K | 0.01% | 629 |
|
|
2025
Q1 | $884K | Buy |
21,479
+8,362
| +64% | +$344K | 0.02% | 416 |
|
|
2024
Q4 | $569K | Buy |
13,117
+7,918
| +152% | +$343K | 0.02% | 391 |
|
|
2024
Q3 | $222K | Buy |
+5,199
| New | +$222K | 0.01% | 513 |
|
|
2023
Q3 | – | Sell |
-118,309
| Closed | -$3.59M | – | 823 |
|
|
2023
Q2 | $3.59M | Sell |
118,309
-3,091
| -3% | -$93.8K | 0.14% | 195 |
|
|
2023
Q1 | $4.14M | Buy |
121,400
+11,430
| +10% | +$390K | 0.18% | 160 |
|
|
2022
Q4 | $4.73M | Buy |
109,970
+1,318
| +1% | +$56.7K | 0.23% | 113 |
|
|
2022
Q3 | $4.73M | Buy |
108,652
+18,783
| +21% | +$818K | 0.26% | 94 |
|
|
2022
Q2 | $4.26M | Buy |
89,869
+23,434
| +35% | +$1.11M | 0.24% | 100 |
|
|
2022
Q1 | $3.77M | Buy |
66,435
+5,239
| +9% | +$297K | 0.21% | 106 |
|
|
2021
Q4 | $3.58M | Buy |
61,196
+690
| +1% | +$40.4K | 0.2% | 110 |
|
|
2021
Q3 | $3.55M | Buy |
60,506
+7,834
| +15% | +$460K | 0.24% | 99 |
|
|
2021
Q2 | $2.92M | Buy |
52,672
+1,383
| +3% | +$76.7K | 0.21% | 119 |
|
|
2021
Q1 | $2.99M | Sell |
51,289
-218
| -0.4% | -$12.7K | 0.27% | 98 |
|
|
2020
Q4 | $2.47M | Buy |
51,507
+1,524
| +3% | +$73.1K | 0.28% | 99 |
|
|
2020
Q3 | $1.9M | Buy |
49,983
+65
| +0.1% | +$2.47K | 0.26% | 120 |
|
|
2020
Q2 | $1.87M | Sell |
49,918
-1,675
| -3% | -$62.9K | 0.29% | 97 |
|
|
2020
Q1 | $1.59M | Sell |
51,593
-4,538
| -8% | -$140K | 0.31% | 90 |
|
|
2019
Q4 | $3.16M | Buy |
56,131
+37,075
| +195% | +$2.09M | 0.65% | 41 |
|
|
2019
Q3 | $1.02M | Buy |
19,056
+6,376
| +50% | +$340K | 0.16% | 179 |
|
|
2019
Q2 | $623K | Sell |
12,680
-24,986
| -66% | -$1.23M | 0.11% | 247 |
|
|
2019
Q1 | $1.75M | Buy |
+37,666
| New | +$1.75M | 0.31% | 88 |
|