VBFP
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Valtinson Bruner Financial Planning’s Travelers Companies TRV Stock Holding History

Valtinson Bruner Financial Planning’s Portfolio TRV Stock Details TRV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$232K Buy
868
+5
+0.6% +$1.34K 0.07% 135
2025
Q1 		$228K Hold
863
– – 0.08% 125
2024
Q4 		$208K Hold
863
– – 0.07% 140
2024
Q3 		$202K Buy
+863
New +$202K 0.07% 137