Vision Point Advisory Group, LLC MANAGED PORTFOLIO SERIES Transaction History

Vision Point Advisory Group, LLC

  • $485 Million
  • Q4 2025
Number of Shares
28,467
Previous 29,454 3.35%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 12, 2026
SELL
N/A
-987 Reduced 3.35%
28,467 $0
Q3 2025

Oct 07, 2025
BUY
N/A
256 Added 0.88%
29,454 $0
Q2 2025

Jul 09, 2025
SELL
N/A
-19,137 Reduced 39.59%
29,198 $0
Q1 2025

Apr 23, 2025
SELL
N/A
-312 Reduced 0.64%
48,335 $0
Q4 2024

Feb 03, 2025
BUY
N/A
48,647 New
48,647 $0
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