Valley Forge Investment Consultants Inc Adv Closed Holding Positions

Valley Forge Investment Consultants Inc Adv

  • $256 Million
  • Q1 2024
Stock Closed Quarter Shares Sold Price Range Trade History
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
Q2 2022 Filed on Aug 03, 2022
49,339
N/A
GNMA
Ishares Gnma Bond ETF

ETFs
Q2 2022 Filed on Aug 03, 2022
4,242
N/A
DIS
Walt Disney CO

Communication Services
Q2 2022 Filed on Aug 03, 2022
1,651
$93.29 - $138.58 $154K - $229K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
Q2 2022 Filed on Aug 03, 2022
2,776
N/A
NEM
Newmont Corp

Basic Materials
Q2 2022 Filed on Aug 03, 2022
2,800
$59.67 - $85.42 $167K - $239K
VNLA
Janus Henderson Short Duration

ETFs
Q1 2022 Filed on May 06, 2022
8,418
$48.9 - $49.56 $412K - $417K
VGT
Vanguard Information Technolog

ETFs
Q1 2022 Filed on May 06, 2022
472
N/A
FPX
First Trust Us Equity Opportun

ETFs
Q4 2021 Filed on Feb 10, 2022
1,970
$116.17 - $136.03 $229K - $268K
Alpha Healthcare Acquistn CO
Q4 2021 Filed on Feb 10, 2022
10,000
N/A
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
Q4 2021 Filed on Feb 10, 2022
3,060
N/A
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
Q4 2021 Filed on Feb 10, 2022
5,112
$53.05 - $58.54 $271K - $299K
HDV
Ishares Core High Dividend ETF

ETFs
Q2 2021 Filed on Aug 10, 2021
2,987
$94.78 - $99.7 $283K - $298K
Spx Flow Inc
Q1 2021 Filed on May 04, 2021
299
N/A
SO
Southern CO

Utilities
Q1 2021 Filed on May 04, 2021
8,784
$56.72 - $62.32 $498K - $547K
Track This Portfolio

Track Valley Forge Investment Consultants Inc Adv Portfolio

Follow Valley Forge Investment Consultants Inc Adv and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Valley Forge Investment Consultants Inc Adv, based on Form 13F filings with the SEC.

News

Stay updated on Valley Forge Investment Consultants Inc Adv with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email