Valley Financial Group, Inc. Purchases in Q4 2024

Valley Financial Group, Inc.

  • $144 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
1.05K
+ 2.44%
$570.51 - $610.59 $599K - $641K
44K $25.9B
Morgan Stanley ETF Trust
13.8K
+ 4.67%
N/A
308K $15.6B
Ea Series Trust
6.02K
+ 5.46%
N/A
116K $10.2B
QMOM
Ea Ser Tr Momentumshares U S Q

ETFs
3.65K
+ 3.02%
$63.64 - $71.85 $232K - $262K
124K $7.97B
GOOGL
Alphabet Inc.

Communication Services
1.2K
New
$161.86 - $196.66 $194K - $235K
1.2K $227M
SO
Southern CO

Utilities
2.72K
New
$81.5 - $94.15 $222K - $256K
2.72K $224M
Vanguard Wellington Fd
2.13K
New
N/A
2.13K $214M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
4.22K
New
$49.79 - $51.14 $210K - $216K
4.22K $211M
Ea Series Trust
914
+ 5.93%
N/A
16.3K $1.8B
AAPL
Apple Inc.

Technology
32
+ 0.51%
$221.69 - $259.02 $7.09K - $8.29K
6.32K $1.58B
VZ
Verizon Communications Inc

Communication Services
6.6K
+ 15.66%
$39.6 - $45.21 $261K - $298K
48.8K $1.95B
QVAL
Ea Ser Tr Alpha Architect U S

ETFs
7.3K
+ 3.99%
$44.25 - $47.77 $323K - $349K
191K $8.5B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
5
+ 0.19%
$521.84 - $558.82 $2.61K - $2.79K
2.61K $1.41B
VUG
Vanguard Growth ETF

ETFs
22
+ 3.73%
$378.79 - $428.11 $8.33K - $9.42K
612 $251M
Morgan Stanley ETF Trust
4.36K
+ 4.38%
N/A
104K $5.18B
MUB
Ishares National Muni Bond ETF

ETFs
251
+ 6.96%
$105.78 - $108.7 $26.6K - $27.3K
3.86K $411M
META
Meta Platforms, Inc.

Communication Services
14
+ 2.44%
$554.08 - $632.68 $7.76K - $8.86K
588 $344M
VTV
Vanguard Value ETF

ETFs
75
+ 5.48%
$168.32 - $181.87 $12.6K - $13.6K
1.44K $244M
VB
Vanguard Small Cap ETF

ETFs
6
+ 0.47%
$233.76 - $261.58 $1.4K - $1.57K
1.27K $306M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
81
+ 0.69%
$48.48 - $49.47 $3.93K - $4.01K
11.8K $575M
MSFT
Microsoft Corp

Technology
12
+ 0.9%
$406.35 - $454.46 $4.88K - $5.45K
1.35K $567M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
210
+ 2.37%
$50.14 - $52.56 $10.5K - $11K
9.07K $456M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
25.3K
+ 201.54%
$26.93 - $84.95 $681K - $2.15M
37.8K $1.03B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
352
+ 1.45%
$58.88 - $64.8 $20.7K - $22.8K
24.5K $1.45B
IMOM
Ea Ser Tr Alpha Architect Intl

ETFs
5.8K
+ 3.69%
$26.55 - $28.98 $154K - $168K
163K $4.33B
SCHO
Schwab Short Term Us Treasury

ETFs
46.7K
+ 87.15%
$24.06 - $48.88 $1.12M - $2.28M
100K $2.41B
VEU
Vanguard Ftse All World Ex Us

ETFs
10.3K
+ 5.12%
$57.29 - $63.1 $590K - $650K
211K $12.1B
Activity Summary
Buys All Purchases 28 New Holdings 4 Increased Positions 24 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 0 Puts 0
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