VAG
VisionPoint Advisory Group’s Chubb CB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.02M | Buy |
3,521
+183
| +5% | +$53K | 0.22% | 112 |
|
|
2025
Q1 | $1.01M | Buy |
3,338
+490
| +17% | +$148K | 0.35% | 71 |
|
|
2024
Q4 | $776K | Sell |
2,848
-190
| -6% | -$51.8K | 0.27% | 95 |
|
|
2024
Q3 | $876K | Sell |
3,038
-362
| -11% | -$104K | 0.3% | 89 |
|
|
2024
Q2 | $867K | Sell |
3,400
-187
| -5% | -$47.7K | 0.31% | 82 |
|
|
2024
Q1 | $929K | Sell |
3,587
-3,073
| -46% | -$796K | 0.34% | 81 |
|
|
2023
Q4 | $1.51M | Buy |
6,660
+127
| +2% | +$28.7K | 0.56% | 53 |
|
|
2023
Q3 | $1.36M | Buy |
+6,533
| New | +$1.36M | 0.58% | 51 |
|