Wealthspire Advisors (Maryland)’s Vonage Holdings Corporation VG Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio VG Stock Details VG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-521	Closed	-$5K	–	2532
2019 Q1	$5K	Buy	521 +169	+48%	+$1.62K	﹤0.01%	1875
2018 Q4	$3K	Sell	352 -137	-28%	-$1.57K	﹤0.01%	2042
2018 Q3	$7K	Buy	489 +118	+32%	+$1.62K	﹤0.01%	1703
2018 Q2	$5K	Buy	371 +52	+16%	+$596	﹤0.01%	1844
2018 Q1	$3K	Hold	319	–	–	﹤0.01%	2119
2017 Q4	$3K	Buy	319 +269	+538%	+$2.46K	﹤0.01%	2078
2017 Q3	$0	Buy	+50	New	+$376	﹤0.01%	2656

Other funds holding VG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

SCM

Scopia Capital Management New York $146M AUM 25.93% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

LPAM

Legion Partners Asset Management Los Angeles, California $138M AUM 53.69% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s VG Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Vonage Holdings Corporation (VG) in Q2 2019, closing a stake of 521 shares — an estimated $5K sold.

Wealthspire Advisors (Maryland) first reported a position in VG in Q3 2017 and held it in 7 quarters. The position peaked at $7K in Q3 2018. 262 funds tracked by Wall St. Rank hold VG as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining Vonage Holdings Corporation position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 521 Vonage Holdings Corporation shares in Q2 2019, an estimated $5K.
Wealthspire Advisors (Maryland) first reported a position in Vonage Holdings Corporation in Q3 2017 and held it in 7 quarters.
Wealthspire Advisors (Maryland)'s Vonage Holdings Corporation position peaked at $7K in Q3 2018.
262 funds tracked by Wall St. Rank held Vonage Holdings Corporation as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.