VFG
V2 Financial group’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $461K | Buy |
1,689
+61
| +4% | +$16.6K | 0.28% | 47 |
|
|
2025
Q1 | $437K | Hold |
1,628
| – | – | 0.28% | 49 |
|
|
2024
Q4 | $544K | Hold |
1,628
| – | – | 0.33% | 44 |
|
|
2024
Q3 | $446K | Hold |
1,628
| – | – | 0.29% | 42 |
|
|
2024
Q2 | $421K | Sell |
1,628
-1,362
| -46% | -$352K | 0.28% | 43 |
|
|
2024
Q1 | $901K | Hold |
2,990
| – | – | 0.61% | 25 |
|
|
2023
Q4 | $787K | Hold |
2,990
| – | – | 0.55% | 29 |
|
|
2023
Q3 | $606K | Buy |
2,990
+200
| +7% | +$40.6K | 0.45% | 33 |
|
|
2023
Q2 | $589K | Sell |
2,790
-2
| -0.1% | -$423 | 0.42% | 33 |
|
|
2023
Q1 | $558K | Buy |
2,792
+2
| +0.1% | +$400 | 0.4% | 35 |
|
|
2022
Q4 | $370K | Hold |
2,790
| – | – | 0.29% | 42 |
|
|
2022
Q3 | $401K | Sell |
2,790
-156
| -5% | -$22.4K | 0.35% | 40 |
|
|
2022
Q2 | $486K | Sell |
2,946
-100
| -3% | -$16.5K | 0.39% | 36 |
|
|
2022
Q1 | $647K | Sell |
3,046
-25
| -0.8% | -$5.31K | 0.49% | 36 |
|
|
2021
Q4 | $780K | Sell |
3,071
-1,630
| -35% | -$414K | 0.61% | 34 |
|
|
2021
Q3 | $1.28M | Buy |
4,701
+1,200
| +34% | +$325K | 1.1% | 16 |
|
|
2021
Q2 | $855K | Sell |
3,501
-70
| -2% | -$17.1K | 0.73% | 25 |
|
|
2021
Q1 | $757K | Sell |
3,571
-810
| -18% | -$172K | 0.68% | 24 |
|
|
2020
Q4 | $975K | Buy |
+4,381
| New | +$975K | 0.99% | 16 |
|