VFA
PIV

Valeo Financial Advisors’s PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX PIV Stock Holding History

Valeo Financial Advisors’s Portfolio PIV Stock Details PIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-3,013
Closed -$90K – 1843
2018
Q1 		$90K Hold
3,013
– – 0.01% 388
2017
Q4 		$92K Hold
3,013
– – 0.02% 354
2017
Q3 		$87K Buy
+3,013
New +$87K 0.02% 314