Valley Financial Group’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.67M | Sell |
14,820
-2,122
| -13% | -$239K | 1.01% | 18 |
|
|
2025
Q1 | $1.89M | Buy |
16,942
+606
| +4% | +$67.6K | 1.25% | 16 |
|
|
2024
Q4 | $1.8M | Buy |
16,336
+914
| +6% | +$101K | 1.25% | 17 |
|
|
2024
Q3 | $1.68M | Sell |
15,422
-2,368
| -13% | -$258K | 1.17% | 18 |
|
|
2024
Q2 | $1.92M | Sell |
17,790
-5,926
| -25% | -$639K | 1.41% | 15 |
|
|
2024
Q1 | $2.52M | Buy |
23,716
+12,052
| +103% | +$1.28M | 1.92% | 14 |
|
|
2023
Q4 | $1.23M | Buy |
+11,664
| New | +$1.23M | 0.96% | 23 |
|