GVAG
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Great Valley Advisor Group’s Factset FDS Stock Holding History

Great Valley Advisor Group’s Portfolio FDS Stock Details FDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$201K Hold
449
– – ﹤0.01% 865
2025
Q1 		$204K Sell
449
-37
-8% -$16.8K ﹤0.01% 834
2024
Q4 		$234K Hold
486
– – 0.01% 769
2024
Q3 		$224K Buy
+486
New +$224K 0.01% 776