Valley Financial Group, Inc. QVAL Holdings History
Valley Financial Group, Inc.'s Alpha Architect U.S. Quantitative Value ETF Holding Summary
As of 2025-03-31, Valley Financial Group, Inc. held 210,056.00 shares of Alpha Architect U.S. Quantitative Value ETF(QVAL), totaling $8.96 Mil. This investment constitutes 5.95% of their stock portfolio, and Valley Financial Group, Inc. now holds 2.49% of the outstanding Alpha Architect U.S. Quantitative Value ETF(QVAL) stock.
The initial trade took place in 2023Q4. And since then Valley Financial Group, Inc. has made 4 purchases of QVAL, at an average price of $38.91, for a total of 218,894.00 shares. In addition, there have been 1 sales at an average price of $41.46 for 8,838.00 shares. Based on historical transaction data and QVAL's current price of $44.38, Valley Financial Group, Inc.'s estimated gain on his QVAL holdings is $1.17 Mil, reflecting a 13.73% gain to date.
Valley Financial Group, Inc. QVAL ($44.38) Holding Chart
Valley Financial Group, Inc. QVAL ($44.38) 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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