VWM
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Valley Wealth Managers’s RingCentral RNG Stock Holding History

Valley Wealth Managers’s Portfolio RNG Stock Details RNG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-523,067
Closed -$13M – 368
2025
Q1 		$13M Sell
523,067
-70,817
-12% -$1.75M 0.98% 45
2024
Q4 		$20.8M Buy
+593,884
New +$20.8M 1.55% 23