Valley Financial Group, Inc. Reduced Holdings in Q3 2024

Valley Financial Group, Inc.

  • $143 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SCHO
Schwab Short Term Us Treasury

ETFs
-185K
- 77.49%
$47.93 - $49.06 $8.85M - $9.06M
53.6K $2.63B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-113K
- 80.54%
$44.65 - $47.21 $5.05M - $5.34M
27.3K $1.28B
Ea Series Trust
-2.37K
- 13.31%
N/A
15.4K $1.68B
CLTL
Invesco ETF Tr Ii Treas Collat

ETFs
-2.12K
- 15.31%
N/A
11.7K $1.24B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-327
- 7.46%
$434.77 - $502.96 $142K - $164K
4.06K $1.98B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-2.18K
- 5.25%
$76.94 - $79.54 $168K - $173K
39.3K $3.12B
BND
Vanguard Bd Index Fd Inc Total

ETFs
-940
- 20.44%
$71.45 - $75.64 $67.2K - $71.1K
3.66K $275M
MSFT
Microsoft Corp

Technology
-75
- 5.32%
$395.15 - $467.56 $29.6K - $35.1K
1.33K $574M
AMZN
Amazon Com Inc

Consumer Cyclical
-142
- 7.27%
$161.02 - $200.0 $22.9K - $28.4K
1.81K $338M
MRK
Merck & Co., Inc.

Healthcare
-15
- 0.43%
$111.15 - $128.97 $1.67K - $1.93K
3.45K $391M
NEAR
Blackrock Short Maturity Bond

ETFs
-325
- 2.77%
$50.09 - $51.31 $16.3K - $16.7K
11.4K $584M
MUB
Ishares National Muni Bond ETF

ETFs
-58
- 1.58%
$106.13 - $108.7 $6.16K - $6.3K
3.6K $392M
VUG
Vanguard Growth ETF

ETFs
-7
- 1.17%
$341.08 - $391.94 $2.39K - $2.74K
590 $227M
META
Meta Platforms, Inc.

Communication Services
-66
- 10.31%
$453.41 - $572.44 $29.9K - $37.8K
574 $329M
VEU
Vanguard Ftse All World Ex Us

ETFs
-14.8K
- 6.87%
$56.47 - $63.69 $838K - $945K
201K $12.7B
FIVG
ETF Ser Solutions Defiance Nex

ETFs
-6
- 0.1%
$37.19 - $44.15 $223 - $265
5.72K $248M
AOK
Ishares Tr Core Conservative A

ETFs
-385
- 2.49%
$36.8 - $38.71 $14.2K - $14.9K
15.1K $583M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-339
- 1.74%
$76.38 - $78.87 $25.9K - $26.7K
19.1K $1.5B
VTV
Vanguard Value ETF

ETFs
-31
- 2.21%
$159.75 - $174.57 $4.95K - $5.41K
1.37K $239M
EEMV
Ishares Msci Emerging Markets

ETFs
-131
- 2.79%
$56.77 - $63.31 $7.44K - $8.29K
4.57K $286M
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
-74
- 0.9%
$43.42 - $48.95 $3.21K - $3.62K
8.11K $395M
VFH
Vanguard Financial ETF

ETFs
-11
- 0.53%
$99.27 - $111.21 $1.09K - $1.22K
2.05K $225M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
-13
- 0.15%
$49.82 - $52.8 $648 - $686
8.86K $466M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-444
- 2.58%
$36.02 - $41.68 $16K - $18.5K
16.8K $693M
BHK
Blackrock Core Bond Trust

Financial Services
-175
- 0.51%
$10.55 - $12.06 $1.85K - $2.11K
34K $410M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-497
- 3.81%
$77.02 - $85.06 $38.3K - $42.3K
12.5K $1.06B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-39
- 1.48%
$475.2 - $527.7 $18.5K - $20.6K
2.61K $1.37B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-807
- 3.23%
$58.03 - $65.37 $46.8K - $52.8K
24.2K $1.57B
VGSH
Vanguard

ETFs
-141
- 0.19%
$57.74 - $59.13 $8.14K - $8.34K
74K $4.37B
HIDE
Ea Ser Tr Alpha Architect High
-1.15K
- 0.61%
N/A
186K $4.41B
VZ
Verizon Communications Inc

Communication Services
-779
- 1.81%
$38.89 - $45.0 $30.3K - $35.1K
42.2K $1.89B
GLD
Spdr Gold Trust

ETFs
-32
- 0.56%
$215.56 - $246.98 $6.9K - $7.9K
5.72K $1.39B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-25
- 0.16%
$105.53 - $118.34 $2.64K - $2.96K
16K $1.87B
VNQ
Vanguard Specialized Funds Van

ETFs
-67
- 0.53%
$82.97 - $98.97 $5.56K - $6.63K
12.5K $1.22B
VTI
Vanguard Total Stock Market Et

ETFs
-250
- 1.39%
$255.18 - $283.2 $63.8K - $70.8K
17.7K $5.02B
Activity Summary
Buys All Purchases 15 New Holdings 2 Increased Positions 13 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
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