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Creative Planning VEL Position History
Velocity Financial, Inc. • Financial Services
Quarters held
8
Latest value
$1.8M
Q3 2026
Peak value
$1.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $778K |
| Q3 2025 | $83K |
| Q4 2025 | $1.2M |
| Q1 2026 | $975K |
| Q2 2026 | $17K |
| Q2 2026 | $995K |
| Q3 2026 | $66K |
| Q3 2026 | $1.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.8M | 123.0K | — | — |
| Q3 2026 | $66K | 4.4K | — | — |
| Q2 2026 | $995K | 53.9K | — | — |
| Q2 2026 | $17K | 929 | — | — |
| Q1 2026 | $975K | 53.9K | — | — |
| Q4 2025 | $1.2M | 57.0K | — | — |
| Q3 2025 | $83K | 4.6K | — | — |
| Q3 2025 | $778K | 42.9K | — | — |
Other funds holding VEL
$277.2M
$246.5M
$242.2M
$241.6M