Valley Forge Investment Consultants Inc Adv Purchases in Q4 2024

Valley Forge Investment Consultants Inc Adv

  • $290 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
1.78K
+ 1.02%
$570.51 - $610.59 $1.01M - $1.09M
177K $104M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
23.3K
+ 278.25%
$96.64 - $101.23 $2.25M - $2.36M
31.7K $3.07M
SPY
Spdr S&P 500 ETF Trust

ETFs
1K
+ 182.82%
$567.81 - $607.81 $568K - $608K
1.55K $906K
NVDA
Nvidia Corp

Technology
2.85K
+ 47.39%
$117.0 - $148.88 $334K - $425K
8.87K $1.19M
VMC
Vulcan Materials CO

Basic Materials
1.43K
New
$237.95 - $292.31 $340K - $417K
1.43K $367K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
5.67K
+ 1.86%
$61.68 - $67.87 $350K - $385K
310K $19.3M
IWF
Ishares Russell 1000 Gr ETF

ETFs
27
+ 0.22%
$370.24 - $418.94 $10K - $11.3K
12.2K $4.88M
GOOG
Alphabet Inc.

Communication Services
1.06K
+ 25.31%
$163.08 - $198.16 $173K - $210K
5.24K $997K
AMZN
Amazon Com Inc

Consumer Cyclical
800
+ 25.99%
$180.88 - $232.93 $145K - $186K
3.88K $850K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
4.72K
+ 2.94%
$113.92 - $127.38 $538K - $602K
165K $19M
AAPL
Apple Inc.

Technology
63
+ 0.65%
$221.69 - $259.02 $14K - $16.3K
9.75K $2.44M
BX
Blackstone Inc.

Financial Services
1K
New
$148.45 - $199.05 $149K - $200K
1K $173K
META
Meta Platforms, Inc.

Communication Services
278
+ 52.65%
$554.08 - $632.68 $154K - $176K
806 $475K
MSFT
Microsoft Corp

Technology
401
+ 28.1%
$406.35 - $454.46 $163K - $182K
1.83K $770K
GOOGL
Alphabet Inc.

Communication Services
3
+ 0.05%
$161.86 - $196.66 $486 - $590
5.69K $1.08M
LLY
Eli Lilly & CO

Healthcare
133
New
$727.2 - $932.06 $96.7K - $124K
133 $102K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
1.84K
+ 5.51%
$49.79 - $51.14 $91.6K - $94K
35.2K $1.77M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
9
+ 0.31%
$521.84 - $558.82 $4.7K - $5.03K
2.9K $1.56M
SCHO
Schwab Short Term Us Treasury

ETFs
21.8K
+ 110.55%
$24.06 - $48.88 $524K - $1.06M
41.4K $997K
VV
Vanguard Large Cap ETF

ETFs
22
+ 0.62%
$260.27 - $280.65 $5.73K - $6.17K
3.56K $961K
VBK
Vanguard Small Cap Growth ETF

ETFs
3
+ 0.18%
$264.18 - $304.19 $793 - $913
1.69K $473K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
45.4K
+ 111.69%
$22.63 - $47.53 $1.03M - $2.16M
86K $1.95M
VB
Vanguard Small Cap ETF

ETFs
31
+ 0.78%
$233.76 - $261.58 $7.25K - $8.11K
4K $960K
IEMG
Ishares Inc

ETFs
218
+ 2.21%
N/A
10.1K $541K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
28
+ 0.51%
$121.89 - $135.52 $3.41K - $3.79K
5.5K $687K
VOT
Vanguard Mid Cap Growth Index

ETFs
2
+ 0.21%
$241.48 - $274.89 $483 - $550
947 $240K
VO
Vanguard Mid Cap ETF

ETFs
23
+ 0.95%
$261.5 - $284.63 $6.01K - $6.55K
2.44K $644K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
217
+ 1.42%
N/A
15.5K $367K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
190
+ 1.3%
$25.0 - $25.11 $4.75K - $4.77K
14.8K $371K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
216K
+ 193.06%
$22.01 - $66.82 $4.74M - $14.4M
327K $7.43M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
227
+ 1.48%
$23.88 - $24.32 $5.42K - $5.52K
15.5K $372K
PM
Philip Morris International Inc.

Consumer Defensive
1
+ 0.08%
$118.38 - $133.06 $118 - $133
1.33K $160K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
70
+ 1.33%
$47.58 - $48.56 $3.33K - $3.4K
5.32K $254K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
229
+ 1.56%
$24.82 - $25.48 $5.68K - $5.83K
14.9K $371K
IWN
Ishares Russell2000 Val ETF

ETFs
11
+ 0.5%
$162.69 - $181.35 $1.79K - $1.99K
2.23K $366K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
1
+ 0.02%
$89.9 - $100.66 $89.9 - $101
4.23K $382K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
35
+ 0.47%
$88.59 - $94.57 $3.1K - $3.31K
7.48K $664K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
1.05K
+ 5.24%
$26.63 - $30.23 $27.8K - $31.6K
21K $558K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
228
+ 2.33%
$44.04 - $49.49 $10K - $11.3K
10K $441K
VEA
Vanguard Ftse Developed Market

ETFs
438
+ 4.32%
$47.57 - $52.44 $20.8K - $23K
10.6K $506K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
145
+ 0.59%
$91.94 - $100.02 $13.3K - $14.5K
24.6K $2.28M
LMT
Lockheed Martin Corp

Industrials
2
+ 0.33%
$479.66 - $614.62 $959 - $1.23K
609 $295K
SCHX
Schwab Strategic Tr Us Large C

ETFs
654K
+ 191.88%
$22.4 - $68.28 $14.7M - $44.7M
995K $23.1M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
130
+ 0.97%
$70.1 - $76.53 $9.11K - $9.95K
13.5K $952K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
169K
+ 191.67%
$27.54 - $83.04 $4.66M - $14.1M
258K $7.14M
SCHG
Schwab Strategic Tr Us Large C

ETFs
38.4K
+ 225.01%
$25.93 - $105.3 $995K - $4.04M
55.4K $1.55M
SCHV
Schwab Strategic Tr Us Large C

ETFs
57.7K
+ 176.94%
$25.79 - $80.4 $1.49M - $4.64M
90.3K $2.35M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
104K
+ 180.89%
$26.93 - $84.95 $2.79M - $8.82M
161K $4.4M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
145K
+ 103.73%
$18.41 - $40.87 $2.67M - $5.92M
285K $5.26M
Activity Summary
Buys All Purchases 52 New Holdings 3 Increased Positions 49 Sells All Sells 14 Reductions 14 Sold out 0 Options Calls 0 Puts 0
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