Valley Forge Investment Consultants Inc Adv Purchases in Q3 2024

Valley Forge Investment Consultants Inc Adv

  • $285 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
3.57K
+ 2.08%
$520.18 - $576.82 $1.86M - $2.06M
175K $101M
IEFA
Ishares Tr

ETFs
22.3K
+ 5.24%
$70.09 - $78.74 $1.56M - $1.75M
447K $34.9M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.57K
+ 0.98%
$105.53 - $118.34 $165K - $185K
161K $18.8M
SCHX
Schwab Strategic Tr Us Large C

ETFs
6.28K
+ 1.88%
$61.11 - $67.85 $384K - $426K
341K $23.1M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
4.66K
+ 1.56%
$57.32 - $62.65 $267K - $292K
304K $18.9M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
24.9K
+ 293.75%
$49.93 - $51.15 $1.24M - $1.27M
33.4K $1.71M
SCHA
Schwab Strategic Tr Us Small C

ETFs
847
+ 0.61%
$46.9 - $51.96 $39.7K - $44K
140K $7.22M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
5.99K
+ 4.48%
$36.98 - $41.55 $221K - $249K
140K $5.74M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
82
+ 0.09%
$75.47 - $83.18 $6.19K - $6.82K
88.3K $7.34M
AAPL
Apple Inc.

Technology
685
+ 7.61%
$207.23 - $234.82 $142K - $161K
9.69K $2.26M
IAU
Ishares Gold Trust

ETFs
4.45K
New
$44.06 - $50.5 $196K - $225K
4.45K $221K
SCHV
Schwab Strategic Tr Us Large C

ETFs
135
+ 0.42%
$73.43 - $80.37 $9.91K - $10.8K
32.6K $2.62M
TSLA
Tesla, Inc.

Consumer Cyclical
651
New
$191.76 - $263.26 $125K - $171K
651 $170K
VTV
Vanguard Value ETF

ETFs
104
+ 0.99%
$159.75 - $174.57 $16.6K - $18.2K
10.6K $1.85M
PM
Philip Morris International Inc.

Consumer Defensive
1.33K
New
$101.25 - $127.45 $135K - $170K
1.33K $161K
VB
Vanguard Small Cap ETF

ETFs
255
+ 6.87%
$214.77 - $237.72 $54.8K - $60.6K
3.97K $941K
NVDA
Nvidia Corp

Technology
1.04K
+ 20.84%
$98.91 - $134.91 $103K - $140K
6.02K $730K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
171
+ 1.3%
$69.31 - $77.34 $11.9K - $13.2K
13.3K $1.02M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
10
+ 0.35%
$475.2 - $527.7 $4.75K - $5.28K
2.89K $1.52M
CB
Chubb LTD

Financial Services
33
+ 1.65%
$252.51 - $292.2 $8.33K - $9.64K
2.03K $586K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
50
+ 5.2%
$405.19 - $478.57 $20.3K - $23.9K
1.01K $465K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
403
+ 5.06%
$96.25 - $101.98 $38.8K - $41.1K
8.37K $847K
LMT
Lockheed Martin Corp

Industrials
1
+ 0.17%
$460.3 - $584.56 $460 - $585
607 $354K
SCHO
Schwab Short Term Us Treasury

ETFs
1.03K
+ 5.52%
$47.93 - $49.06 $49.3K - $50.5K
19.7K $964K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
33
+ 0.61%
$111.9 - $124.28 $3.69K - $4.1K
5.48K $676K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
36
+ 0.18%
$25.45 - $29.53 $916 - $1.06K
19.9K $581K
VV
Vanguard Large Cap ETF

ETFs
12
+ 0.34%
$236.92 - $263.4 $2.84K - $3.16K
3.54K $932K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
240
+ 2.51%
$41.9 - $48.26 $10.1K - $11.6K
9.8K $468K
META
Meta Platforms, Inc.

Communication Services
28
+ 5.6%
$453.41 - $572.44 $12.7K - $16K
528 $302K
CVX
Chevron Corp

Energy
300
+ 166.67%
$137.88 - $161.97 $41.4K - $48.6K
480 $70K
JNJ
Johnson & Johnson

Healthcare
200
+ 34.72%
$145.48 - $167.38 $29.1K - $33.5K
776 $125K
AMBP
Ardagh Metal Packaging S.A.

Consumer Cyclical
10K
New
$3.21 - $3.8 $32.1K - $38K
10K $37K
VEA
Vanguard Ftse Developed Market

ETFs
28
+ 0.28%
$47.6 - $53.31 $1.33K - $1.49K
10.1K $535K
IWN
Ishares Russell2000 Val ETF

ETFs
12
+ 0.54%
$150.05 - $171.34 $1.8K - $2.06K
2.22K $370K
VBK
Vanguard Small Cap Growth ETF

ETFs
4
+ 0.24%
$240.48 - $267.94 $962 - $1.07K
1.69K $451K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
2
+ 0.05%
$85.03 - $94.56 $170 - $189
4.23K $393K
JPM
Jpmorgan Chase & CO

Financial Services
98
+ 17.41%
$194.9 - $224.8 $19.1K - $22K
661 $139K
IEMG
Ishares Inc

ETFs
377
+ 3.97%
$53.64 - $53.64 $20.2K - $20.2K
9.87K $529K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
287
+ 5.78%
$47.18 - $48.74 $13.5K - $14K
5.25K $255K
VT
Vanguard Total World Stk Index

ETFs
2
+ 0.08%
$107.72 - $119.96 $215 - $240
2.54K $303K
MSFT
Microsoft Corp

Technology
95
+ 7.13%
$395.15 - $467.56 $37.5K - $44.4K
1.43K $613K
IWB
Ishares Tr Russell 1000 ETF

ETFs
3
+ 0.33%
$283.28 - $314.39 $850 - $943
903 $283K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
169
+ 1.16%
$24.62 - $25.59 $4.16K - $4.32K
14.7K $374K
VOT
Vanguard Mid Cap Growth Index

ETFs
3
+ 0.32%
$218.05 - $243.47 $654 - $730
945 $230K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
167
+ 1.1%
$23.63 - $24.42 $3.95K - $4.08K
15.3K $372K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
141
+ 0.97%
$24.78 - $25.11 $3.49K - $3.54K
14.6K $367K
IBDP
Ishares Ibonds Dec 2024 Term C

ETFs
163
+ 1.14%
$25.04 - $25.21 $4.08K - $4.11K
14.5K $365K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
160
+ 1.06%
$23.75 - $23.75 $3.8K - $3.8K
15.2K $361K
C
Citigroup Inc

Financial Services
37
+ 15.95%
$56.11 - $67.61 $2.08K - $2.5K
269 $16K
Activity Summary
Buys All Purchases 59 New Holdings 7 Increased Positions 52 Sells All Sells 14 Reductions 14 Sold out 0 Options Calls 0 Puts 0
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