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WealthPLAN Partners’s VirnetX Holding Corp VHC Stock Holding History

WealthPLAN Partners’s Portfolio VHC Stock Details VHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-500
Closed -$13.1K – 1395
2023
Q1 		$13.1K Hold
500
– – ﹤0.01% 801
2022
Q4 		$16.2K Buy
+500
New +$12.4K ﹤0.01% 391

Other funds holding VHC

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
CC
Cannell & Co New York $3.15B AUM 30.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
WJWM
Williams Jones Wealth Management New York $8.86B AUM 22.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.47B AUM 24.93% 1-Year Est. Return

WealthPLAN Partners's VHC Position: Q2 2023 in Review

WealthPLAN Partners sold out of VirnetX Holding Corp (VHC) in Q2 2023, closing a stake of 500 shares — an estimated $13.1K sold.

WealthPLAN Partners first reported a position in VHC in Q4 2022 and held it in 2 quarters. The position peaked at $16.2K in Q4 2022. 58 funds tracked by Wall St. Rank hold VHC as of Q2 2023.

  • WealthPLAN Partners reported no remaining VirnetX Holding Corp position as of Q2 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 500 VirnetX Holding Corp shares in Q2 2023, an estimated $13.1K.
  • WealthPLAN Partners first reported a position in VirnetX Holding Corp in Q4 2022 and held it in 2 quarters.
  • WealthPLAN Partners's VirnetX Holding Corp position peaked at $16.2K in Q4 2022.
  • 58 funds tracked by Wall St. Rank held VirnetX Holding Corp as of Q2 2023.

Based on WealthPLAN Partners's 13F filing for Q2 2023, filed 31 Jul 2023.