Valley Financial Group, Inc. CVSB Holdings History
Valley Financial Group, Inc.'s Calvert Ultra-Short Investment Grade ETF Holding Summary
As of 2025-03-31, Valley Financial Group, Inc. held 336,107.00 shares of Calvert Ultra-Short Investment Grade ETF(CVSB), totaling $17.01 Mil. This investment constitutes 11.29% of their stock portfolio, and Valley Financial Group, Inc. now holds 9.74% of the outstanding Calvert Ultra-Short Investment Grade ETF(CVSB) stock.
The initial trade took place in 2023Q4. And since then Valley Financial Group, Inc. has made 5 purchases of CVSB, at an average price of $50.32, for a total of 336,107.00 shares. Based on historical transaction data and CVSB's current price of $50.75, Valley Financial Group, Inc.'s estimated gain on his CVSB holdings is $144,381.21, reflecting a 0.85% gain to date.
Valley Financial Group, Inc. CVSB ($50.75) Holding Chart
Valley Financial Group, Inc. CVSB ($50.75) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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