Wellington Management Group’s Velocity Financial VEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-406,762
| Closed | -$3.93M | – | 2110 |
|
|
2022
Q4 | $3.93M | Sell |
406,762
-45,572
| -10% | -$440K | ﹤0.01% | 1331 |
|
|
2022
Q3 | $4.9M | Hold |
452,334
| – | – | ﹤0.01% | 1292 |
|
|
2022
Q2 | $4.97M | Sell |
452,334
-54,900
| -11% | -$603K | ﹤0.01% | 1325 |
|
|
2022
Q1 | $5.55M | Sell |
507,234
-75,558
| -13% | -$827K | ﹤0.01% | 1369 |
|
|
2021
Q4 | $7.98M | Sell |
582,792
-337,756
| -37% | -$4.63M | ﹤0.01% | 1321 |
|
|
2021
Q3 | $12.1M | Sell |
920,548
-107,642
| -10% | -$1.42M | ﹤0.01% | 1217 |
|
|
2021
Q2 | $12.8M | Sell |
1,028,190
-728,044
| -41% | -$9.09M | ﹤0.01% | 1201 |
|
|
2021
Q1 | $15.6M | Sell |
1,756,234
-231,300
| -12% | -$2.05M | ﹤0.01% | 1130 |
|
|
2020
Q4 | $12.4M | Buy |
1,987,534
+210,000
| +12% | +$1.31M | ﹤0.01% | 1132 |
|
|
2020
Q3 | $8.92M | Buy |
1,777,534
+151,097
| +9% | +$758K | ﹤0.01% | 1144 |
|
|
2020
Q2 | $6.42M | Buy |
1,626,437
+894,929
| +122% | +$3.53M | ﹤0.01% | 1164 |
|
|
2020
Q1 | $5.51M | Buy |
+731,508
| New | +$5.51M | ﹤0.01% | 1172 |
|