Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
 
     
Company Main View
  Name: VISION CAPITAL MANAGEMENT INC
  City: PORTLAND
  State: OR
  Zip: 97258
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $670,439,000
  Total Value Change : $29,002,000
  Securities Held Change : 4
   
All Securities Held : 120
  New Positions : 5
  Closed Positions : 1
  Increased Positions : 23
  Unchanged Positions : 14
  Decreased Positions : 78

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

    
Holdings Found : 14     View All Holdings Currently Viewing:  Unchanged Positions     Page 1 of 1
     Menu
 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (VLUE)1 Year Chart         VLUE Ishares Msci Usa Value Factor 77 - $0.00 $931,000 8,593 0.14% 62,000 0 0.001    N/A
   (VUG)1 Year Chart         VUG Vanguard Growth VIPERS 86 - $350.32 $603,000 1,751 0.09% 59,000 0 0.001    Closed - End Fund - E...
   (JKE)1 Year Chart         JKE iShares Morningstar Large G... 89 - $76.82 $509,000 6,740 0.08% 52,000 0 0.01    Closed - End Fund - E...
   (MOAT)1 Year Chart         MOAT VANECK VECTORS ETF TR 90 - $53.88 $506,000 5,629 0.08% 28,000 0 0.006    N/A
   (GOOG)1 Year Chart         GOOG Alphabet Inc 92 - $175.43 $484,000 3,182 0.07% 36,000 0 0    Search Engines & Info...
   (KO)1 Year Chart         KO Coca-Cola Co 95 - $63.32 $434,000 7,088 0.06% 16,000 0 0    Beverage Soft Drinks...
   (MAR)1 Year Chart         MAR Marriott International Inc 101 - $238.96 $349,000 1,384 0.05% 37,000 0 0    Lodging
   (VEU)1 Year Chart         VEU Vanguard FTSE All-World ETF 105 - $57.31 $299,000 5,105 0.04% 12,000 0 0.001    Closed - End Fund - F...
   (IVW)1 Year Chart         IVW ishares tr S&P 500 BARRA GR 107 - $86.27 $272,000 3,222 0.04% 30,000 0 0.001    Closed - End Fund - E...
   (MAS)1 Year Chart         MAS Masco Corp 108 - $70.34 $262,000 3,320 0.04% 40,000 0 0.001    Industrial Equipment ...
   (FISV)1 Year Chart         FISV Fiserv Inc 109 - $152.84 $256,000 1,602 0.04% 43,000 0 0    Business Software & S...
   (USMV)1 Year Chart         USMV iShares MSCI USA Minimum Vo... 112 - $0.00 $243,000 2,908 0.04% 16,000 0 0    N/A
   (AWR)1 Year Chart         AWR American States Water Co 116 - $78.80 $211,000 2,921 0.03% -24,000 0 0.008    Water Utilities
   (HVT)1 Year Chart         HVT Haverty Furniture Companies... 120 - $29.54 $205,000 5,998 0.03% -8,000 0 0.035    Home Furnishing Stores
      14 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us