Valley Financial Group, Inc. EA SERIES TRUST Transaction History

Valley Financial Group, Inc.

  • $176 Billion
  • Q3 2025
Number of Shares
13,557
Previous 14,820 8.52%
Holding current value
$1.54 Billion
Previous $1.67 Billion 7.56%
% of portfolio
0.88%
Previous 1.01%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
SELL
N/A
-1,263 Reduced 8.52%
13,557 $1.54 Billion
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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