True Wealth Design’s Valley National Bancorp VLY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$23.9K Sell
2,680
-1,230
-31% -$11K 0.01% 339
2025
Q1
$34.8K Buy
+3,910
New +$34.8K 0.01% 253