WealthPLAN Partners’s Vodafone VOD Stock Holding History

WealthPLAN Partners’s Portfolio VOD Stock Details VOD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-626	Closed	-$5.92K	–	1152
2023 Q2	$5.92K	Sell	626 -276	-31%	-$2.9K	﹤0.01%	877
2023 Q1	$9.96K	Buy	+902	New	+$10.3K	﹤0.01%	866
2018 Q1	–	Sell	-6,457	Closed	-$206K	–	285
2017 Q4	$206K	Buy	+6,457	New	+$194K	0.06%	204
2016 Q3	$190K	Sell	6,481 -6,948	-52%	-$212K	0.06%	153
2016 Q2	$208K	Buy	+13,429	New	+$436K	0.03%	365
2015 Q4	$209K	Buy	+19,397	New	+$633K	0.03%	261
2015 Q2	$219K	Sell	6,014 -23	-0.4%	-$829	0.1%	88
2015 Q1	$197K	Buy	+6,037	New	+$208K	0.09%	115

Other funds holding VOD

AACR

ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

IPAM

ICICI Prudential Asset Management Mumbai, India $913M AUM 30.42% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

AGA

Altrinsic Global Advisors Stamford, Connecticut $2.72B AUM 7.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WealthPLAN Partners's VOD Position: Q3 2023 in Review

WealthPLAN Partners sold out of Vodafone (VOD) in Q3 2023, closing a stake of 626 shares — an estimated $5.92K sold.

WealthPLAN Partners first reported a position in VOD in Q1 2015 and held it in 8 quarters. The position peaked at $219K in Q2 2015. 510 funds tracked by Wall St. Rank hold VOD as of Q3 2023.

WealthPLAN Partners reported no remaining Vodafone position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 626 Vodafone shares in Q3 2023, an estimated $5.92K.
WealthPLAN Partners first reported a position in Vodafone in Q1 2015 and held it in 8 quarters.
WealthPLAN Partners's Vodafone position peaked at $219K in Q2 2015.
510 funds tracked by Wall St. Rank held Vodafone as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.