Valley Financial Group, Inc. EA SERIES TRUST Transaction History

Valley Financial Group, Inc.

  • $165 Billion
  • Q2 2025
Number of Shares
14,820
Previous 16,942 12.53%
Holding current value
$1.67 Billion
Previous $1.89 Billion 11.59%
% of portfolio
1.01%
Previous 1.25%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
SELL
N/A
-2,122 Reduced 12.53%
14,820 $1.67 Billion
Q1 2025

May 14, 2025
BUY
N/A
606 Added 3.71%
16,942 $1.89 Billion
Q4 2024

Feb 14, 2025
BUY
N/A
914 Added 5.93%
16,336 $1.8 Billion
Q3 2024

Nov 14, 2024
SELL
N/A
-2,368 Reduced 13.31%
15,422 $1.68 Billion
Q2 2024

Aug 14, 2024
SELL
N/A
-5,926 Reduced 24.99%
17,790 $1.92 Billion
Q1 2024

May 15, 2024
BUY
N/A
12,052 Added 103.33%
23,716 $2.52 Billion
Q4 2023

Feb 13, 2024
BUY
N/A
11,664 New
11,664 $1.23 Billion
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