WAM
VVX icon

Wealthspire Advisors (Maryland)’s V2X VVX Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio VVX Stock Details VVX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-13
Closed – – 2057
2019
Q1 		$0 Sell
13
-3
-19% -$78 ﹤0.01% 2610
2018
Q4 		$0 Hold
16
– – ﹤0.01% 2581
2018
Q3 		$0 Hold
16
– – ﹤0.01% 2529
2018
Q2 		$0 Hold
16
– – ﹤0.01% 2609
2018
Q1 		$1K Sell
16
-1
-6% -$32 ﹤0.01% 2412
2017
Q4 		$1K Buy
17
+3
+21% +$96 ﹤0.01% 2350
2017
Q3 		$0 Hold
14
– – ﹤0.01% 2490
2017
Q2 		$0 Hold
14
– – ﹤0.01% 2291
2017
Q1 		$0 Sell
14
-12
-46% -$275 ﹤0.01% 2029
2016
Q4 		$1K Sell
26
-40
-61% -$813 ﹤0.01% 1686
2016
Q3 		$1K Hold
66
– – ﹤0.01% 1666
2016
Q2 		$2K Hold
66
– – ﹤0.01% 1541
2016
Q1 		$2K Buy
66
+11
+20% +$218 ﹤0.01% 1566
2015
Q4 		$1K Buy
+55
New +$1.28K ﹤0.01% 1660

Other funds holding VVX

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $48.2B AUM 24.23% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return