Y-Intercept (HK)’s Vicor VICR Stock Holding History

Y-Intercept (HK)’s Portfolio VICR Stock Details VICR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$962K	Sell	2,534 -19,995	-89%	-$5.46M	0.02%	1069
2026 Q1	$3.63M	Buy	+22,529	New	+$3.72M	0.07%	450
2025 Q4	–	Sell	-11,261	Closed	-$560K	–	2013
2025 Q3	$560K	Buy	+11,261	New	+$549K	0.01%	1229
2024 Q3	–	Sell	-7,883	Closed	-$261K	–	1835
2024 Q2	$261K	Buy	7,883 +592	+8%	+$20.4K	0.01%	1078
2024 Q1	$279K	Buy	+7,291	New	+$283K	0.02%	987
2023 Q3	–	Sell	-3,975	Closed	-$215K	–	1646
2023 Q2	$215K	Buy	+3,975	New	+$196K	0.02%	911
2022 Q2	–	Sell	-3,441	Closed	-$243K	–	1209
2022 Q1	$243K	Buy	+3,441	New	+$309K	0.06%	536
2021 Q1	–	Sell	-3,094	Closed	-$285K	–	817
2020 Q4	$285K	Buy	+3,094	New	+$260K	0.12%	327

Other funds holding VICR

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Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return

First Bank & Trust Brookings, South Dakota $680M AUM 25.36% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

City Center Advisors LLC Troy, Michigan $123M AUM 32.06% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Net Worth Advisory Group Sandy, Utah $397M AUM 29.92% 1-Year Est. Return