Valley Financial Group, Inc. Purchases and Sells in Q4 2024

Valley Financial Group, Inc.

$144 Billion
Q4 2024

Top Buys

Incresed Positions

24 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVV	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	3.65K + 3.02%	$63.64 - $71.85 $232K - $262K	124K $7.97B
EA SERIES TRUST	914 + 5.93%	N/A	16.3K $1.8B
AAPL	32 + 0.51%	$221.69 - $259.02 $7.09K - $8.29K	6.32K $1.58B

New Holdings

4 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GOOGL	1.2K New	$161.86 - $196.66 $194K - $235K	1.2K $227M
SO	2.72K New	$81.5 - $94.15 $222K - $256K	2.72K $224M
VANGUARD WELLINGTON FD	2.13K New	N/A	2.13K $214M
VTEB	4.22K New	$49.79 - $51.14 $210K - $216K	4.22K $211M

Top Sells

Reduced Positions

30 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVAL	-4.48K - 2.21%	$23.64 - $25.78 $106K - $116K	198K $4.76B
HIDE	-3.81K - 2.05%	N/A	182K $4.06B
VNQ	-575 - 4.59%	$87.85 - $98.6 $50.5K - $56.7K	11.9K $1.06B
MRK	-1.06K - 30.65%	$96.31 - $114.76 $102K - $121K	2.39K $238M
SPY	-284 - 18.37%	$567.81 - $607.81 $161K - $173K	1.26K $739M
GLD	-581 - 10.15%	$236.59 - $257.5 $137K - $150K	5.14K $1.25B

Activity Summary All Purchases 28 New Holdings 4 Increased Positions 24 All Sells 30 Reductions 30 Sold out 0 Calls 0 Puts 0

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