VNA
Valley National Advisers’s iShares Short Maturity Bond ETF NEAR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.81M | Buy |
152,839
+10,795
| +8% | +$552K | 1.27% | 13 |
|
|
2025
Q1 | $7.22M | Buy |
142,044
+20,404
| +17% | +$1.04M | 1.3% | 13 |
|
|
2024
Q4 | $6.14M | Buy |
121,640
+18,088
| +17% | +$913K | 1.1% | 15 |
|
|
2024
Q3 | $5.3M | Sell |
103,552
-57,802
| -36% | -$2.96M | 0.96% | 17 |
|
|
2024
Q2 | $8.12M | Buy |
161,354
+2,010
| +1% | +$101K | 1.2% | 17 |
|
|
2024
Q1 | $8.04M | Buy |
159,344
+11,099
| +7% | +$560K | 1.21% | 19 |
|
|
2023
Q4 | $7.49M | Buy |
148,245
+3,891
| +3% | +$197K | 1.19% | 19 |
|
|
2023
Q3 | $7.2M | Buy |
144,354
+6,690
| +5% | +$334K | 1.26% | 19 |
|
|
2023
Q2 | $6.85M | Buy |
137,664
+4,248
| +3% | +$211K | 1.15% | 19 |
|
|
2023
Q1 | $6.62M | Sell |
133,416
-3,525
| -3% | -$175K | 1.17% | 19 |
|
|
2022
Q4 | $6.76M | Buy |
136,941
+60,564
| +79% | +$2.99M | 1.21% | 21 |
|
|
2022
Q3 | $3.75M | Buy |
76,377
+23,385
| +44% | +$1.15M | 0.78% | 28 |
|
|
2022
Q2 | $2.61M | Sell |
52,992
-9,875
| -16% | -$486K | 0.55% | 45 |
|
|
2022
Q1 | $3.12M | Buy |
62,867
+3,178
| +5% | +$158K | 0.6% | 40 |
|
|
2021
Q4 | $2.98M | Sell |
59,689
-39
| -0.1% | -$1.95K | 0.55% | 39 |
|
|
2021
Q3 | $3M | Buy |
59,728
+5,510
| +10% | +$276K | 0.54% | 36 |
|
|
2021
Q2 | $2.72M | Buy |
54,218
+9,238
| +21% | +$463K | 0.5% | 43 |
|
|
2021
Q1 | $2.26M | Buy |
44,980
+16,946
| +60% | +$851K | 0.44% | 47 |
|
|
2020
Q4 | $1.41M | Buy |
28,034
+27,947
| +32,123% | +$1.4M | 0.29% | 64 |
|
|
2020
Q3 | $4K | Hold |
87
| – | – | ﹤0.01% | 594 |
|
|
2020
Q2 | $4K | Hold |
87
| – | – | ﹤0.01% | 594 |
|
|
2020
Q1 | $4K | Sell |
87
-240
| -73% | -$11K | ﹤0.01% | 578 |
|
|
2019
Q4 | $16K | Hold |
327
| – | – | ﹤0.01% | 463 |
|
|
2019
Q3 | $16K | Buy |
+327
| New | +$16K | ﹤0.01% | 456 |
|