Valley Financial Group, Inc. IVAL Holdings History
Valley Financial Group, Inc.'s Alpha Architect International Quantitative Value ETF Holding Summary
As of 2025-03-31, Valley Financial Group, Inc. held 218,478.00 shares of Alpha Architect International Quantitative Value ETF(IVAL), totaling $5.58 Mil. This investment constitutes 3.7% of their stock portfolio, and Valley Financial Group, Inc. now holds 4.24% of the outstanding Alpha Architect International Quantitative Value ETF(IVAL) stock.
The initial trade took place in 2023Q4. And since then Valley Financial Group, Inc. has made 4 purchases of IVAL, at an average price of $24.03, for a total of 222,961.00 shares. In addition, there have been 1 sales at an average price of $24.65 for 4,483.00 shares. Based on historical transaction data and IVAL's current price of $28.54, Valley Financial Group, Inc.'s estimated gain on his IVAL holdings is $989,028.34, reflecting a 18.46% gain to date.
Valley Financial Group, Inc. IVAL ($28.54) Holding Chart
Valley Financial Group, Inc. IVAL ($28.54) 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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