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Wagner Wealth Management (South Carolina)’s Vivos Therapeutics VVOS Stock Holding History

Wagner Wealth Management (South Carolina)’s Portfolio VVOS Stock Details VVOS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-80
Closed -$1K – 687
2022
Q3 		$1K Hold
80
– – ﹤0.01% 669
2022
Q2 		$3K Buy
+80
New +$3.32K ﹤0.01% 599
2021
Q4 		– Sell
-11
Closed -$1K – 708
2021
Q3 		$1K Hold
11
– – ﹤0.01% 634
2021
Q2 		$1K Hold
11
– – ﹤0.01% 672
2021
Q1 		$2K Buy
+11
New +$1.96K ﹤0.01% 612

Other funds holding VVOS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Credit Agricole
Credit Agricole Montrouge Cedex, France $38.1B AUM
PCM
Perkins Capital Management Wayzata, Minnesota $107M AUM 82.62% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AF
Apexium Financial Dallas, Texas $2.06B AUM 15.96% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s VVOS Position: Q4 2022 in Review

Wagner Wealth Management (South Carolina) sold out of Vivos Therapeutics (VVOS) in Q4 2022, closing a stake of 80 shares — an estimated $1K sold.

Wagner Wealth Management (South Carolina) first reported a position in VVOS in Q1 2021 and held it in 5 quarters. The position peaked at $3K in Q2 2022. 27 funds tracked by Wall St. Rank hold VVOS as of Q4 2022.

  • Wagner Wealth Management (South Carolina) reported no remaining Vivos Therapeutics position as of Q4 2022 after selling out during the quarter.
  • Wagner Wealth Management (South Carolina) sold 80 Vivos Therapeutics shares in Q4 2022, an estimated $1K.
  • Wagner Wealth Management (South Carolina) first reported a position in Vivos Therapeutics in Q1 2021 and held it in 5 quarters.
  • Wagner Wealth Management (South Carolina)'s Vivos Therapeutics position peaked at $3K in Q2 2022.
  • 27 funds tracked by Wall St. Rank held Vivos Therapeutics as of Q4 2022.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q4 2022, filed 14 Feb 2023.