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VisionPoint Advisory Group, LLC

SEC CIK
0001750924
Latest filing
Jul 7, 2026

WEX holding history

WEX Inc. in every 13F filed by VisionPoint Advisory Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WEX overviewAll 13F holders of WEXFull Q2 2026 holdings

Shares (Q3 2024)
0
Sold out in Q3 2024
Value
$0
% of portfolio
0.0%
Quarters held
5
Since Q2 2023
Holdings of WEX by VisionPoint Advisory Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20240$00.0%−202−100.0%Sold outHolders
Q2 2024202$35.8K<0.1%+42+26.3%AddedHolders
Q1 2024160$38.0K<0.1%−10−5.9%ReducedHolders
Q4 2023170$33.1K<0.1%+25+17.2%AddedHolders
Q3 2023145$27.3K<0.1%+62+74.7%AddedHolders
Q2 202383$15.1K<0.1%+83NewHolders