VFIC
C icon

Valley Forge Investment Consultants’s Citigroup C Stock Holding History

Valley Forge Investment Consultants’s Portfolio C Stock Details C Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-270
Closed -$23K – 87
2025
Q2 		$23K Hold
270
– – 0.01% 86
2025
Q1 		$19.2K Buy
270
+1
+0.4% +$76 0.01% 80
2024
Q4 		$18.9K Hold
269
– – 0.01% 80
2024
Q3 		$16.8K Buy
269
+37
+16% +$2.29K 0.01% 80
2024
Q2 		$14.7K Hold
232
– – 0.01% 80
2024
Q1 		$14.7K Hold
232
– – 0.01% 81
2023
Q4 		$11.9K Hold
232
– – 0.01% 78
2023
Q3 		$9.54K Buy
232
+1
+0.4% +$44 ﹤0.01% 79
2023
Q2 		$10.6K Hold
231
– – 0.01% 69
2023
Q1 		$10.8K Sell
231
-19
-8% -$932 0.01% 70
2022
Q4 		$11.3K Hold
250
– – 0.01% 74
2022
Q3 		$10K Buy
250
+15
+6% +$741 0.01% 79
2022
Q2 		$11K Sell
235
-100
-30% -$5K 0.01% 78
2022
Q1 		$18K Sell
335
-200
-37% -$12.4K 0.01% 82
2021
Q4 		$32K Buy
535
+265
+98% +$17.6K 0.01% 75
2021
Q3 		$19K Buy
270
+35
+15% +$2.45K 0.01% 72
2021
Q2 		$17K Hold
235
– – 0.01% 73
2021
Q1 		$17K Sell
235
-21
-8% -$1.4K 0.01% 65
2020
Q4 		$16K Buy
+256
New +$13K 0.01% 62

Other funds holding C

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return