Wealth Enhancement Advisory Services’s VTEX VTEX Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio VTEX Stock Details VTEX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-25,940	Closed	-$105K	–	4451
2026 Q2	$105K	Sell	25,940 -6,502	-20%	-$24.8K	﹤0.01%	3781
2026 Q1	$131K	Buy	+32,442	New	+$113K	﹤0.01%	3255

Other funds holding VTEX

Kapitalo Investimentos Sao Paulo, Brazil $881M AUM 17.43% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Wealth Enhancement Advisory Services's VTEX Position: Q3 2026 in Review

Wealth Enhancement Advisory Services sold out of VTEX (VTEX) in Q3 2026, closing a stake of 25,940 shares — an estimated $105K sold.

Wealth Enhancement Advisory Services first reported a position in VTEX in Q1 2026 and held it in 2 quarters. The position peaked at $131K in Q1 2026. 6 funds tracked by Wall St. Rank hold VTEX as of Q3 2026.

Wealth Enhancement Advisory Services reported no remaining VTEX position as of Q3 2026 after selling out during the quarter.
Wealth Enhancement Advisory Services sold 25,940 VTEX shares in Q3 2026, an estimated $105K.
Wealth Enhancement Advisory Services first reported a position in VTEX in Q1 2026 and held it in 2 quarters.
Wealth Enhancement Advisory Services's VTEX position peaked at $131K in Q1 2026.
6 funds tracked by Wall St. Rank held VTEX as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.