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TFC Financial Management’s Univest Financial UVSP Stock Holding History

TFC Financial Management’s Portfolio UVSP Stock Details UVSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$31 Hold
1
– – ﹤0.01% 962
2025
Q1 		$29 Hold
1
– – ﹤0.01% 929
2024
Q4 		$30 Hold
1
– – ﹤0.01% 939
2024
Q3 		$29 Hold
1
– – ﹤0.01% 968
2024
Q2 		$23 Buy
+1
New +$23 ﹤0.01% 950