Wealth Enhancement Advisory Services
VGZ icon

Wealth Enhancement Advisory Services’s Vista Gold VGZ Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio VGZ Stock Details VGZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-14,925
Closed -$14.9K – 3710
2025
Q2 		$14.9K Sell
14,925
-5,475
-27% -$5.34K ﹤0.01% 3330
2025
Q1 		$16.9K Buy
20,400
+6,725
+49% +$4.46K ﹤0.01% 2920
2024
Q4 		$7.63K Hold
13,675
– – ﹤0.01% 2933
2024
Q3 		$10.6K Hold
13,675
– – ﹤0.01% 2722
2024
Q2 		$6.36K Hold
13,675
– – ﹤0.01% 2534
2024
Q1 		$7.72K Hold
13,675
– – ﹤0.01% 2417
2023
Q4 		$6.18K Hold
13,675
– – ﹤0.01% 2299
2023
Q3 		$5.88K Buy
+13,675
New +$6.71K ﹤0.01% 2224

Other funds holding VGZ

KGI
Kopernik Global Investors Tampa, Florida $1.43B AUM 63.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
NP
Nilsine Partners Greenwood Village, Colorado $1.28B AUM 27.63% 1-Year Est. Return
RAM
Redmond Asset Management Henrico, Virginia $366M AUM 10.64% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.44B AUM 125.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $5.64B AUM
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Wealth Enhancement Advisory Services's VGZ Position: Q3 2025 in Review

Wealth Enhancement Advisory Services sold out of Vista Gold (VGZ) in Q3 2025, closing a stake of 14,925 shares — an estimated $14.9K sold.

Wealth Enhancement Advisory Services first reported a position in VGZ in Q3 2023 and held it in 8 quarters. The position peaked at $16.9K in Q1 2025. 69 funds tracked by Wall St. Rank hold VGZ as of Q3 2025.

  • Wealth Enhancement Advisory Services reported no remaining Vista Gold position as of Q3 2025 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 14,925 Vista Gold shares in Q3 2025, an estimated $14.9K.
  • Wealth Enhancement Advisory Services first reported a position in Vista Gold in Q3 2023 and held it in 8 quarters.
  • Wealth Enhancement Advisory Services's Vista Gold position peaked at $16.9K in Q1 2025.
  • 69 funds tracked by Wall St. Rank held Vista Gold as of Q3 2025.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2025, filed 29 Oct 2025.