Vaughan David Investments’s Travelers Companies TRV Stock Holding History

Vaughan David Investments’s Portfolio TRV Stock Details TRV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.71M	Hold
2025 Q2	$1.63M	Sell
2025 Q1	$1.62M	Sell
2024 Q4	$1.5M	Hold
2024 Q3	$1.46M	Sell
2024 Q2	$1.34M	Hold
2024 Q1	$1.52M	Hold
2023 Q4	$1.26M	Sell
2023 Q3	$1.11M	Hold
2023 Q2	$1.18M	Sell
2023 Q1	$1.19M	Buy
2022 Q4	$1.28M	Sell
2022 Q3	$1.05M	Sell
2022 Q2	$1.2M	Sell
2022 Q1	$1.32M	Sell
2021 Q4	$1.18M	Sell
2021 Q3	$1.15M	Hold
2021 Q2	$1.13M	Sell
2021 Q1	$1.18M	Sell
2020 Q4	$1.18M	Sell
2020 Q3	$945K	Sell
2020 Q2	$1.03M	Hold
2020 Q1	$898K	Sell
2019 Q4	$1.26M	Sell
2019 Q3	$1.53M	Sell
2019 Q2	$1.59M	Sell
2019 Q1	$1.51M	Buy
2018 Q4	$1.32M	Sell
2018 Q3	$1.46M	Sell
2018 Q2	$1.43M	Sell
2018 Q1	$1.67M	Sell
2017 Q4	$1.71M	Sell
2017 Q3	$1.62M	Sell
2017 Q2	$1.79M	Hold
2017 Q1	$1.7M	Sell
2016 Q4	$1.82M	Sell
2016 Q3	$1.74M	Buy
2016 Q2	$1.78M	Sell
2016 Q1	$1.79M	Sell
2015 Q4	$1.74M	Buy
2015 Q3	$1.53M	Sell
2015 Q2	$1.53M	Sell
2015 Q1	$1.8M	Hold
2014 Q4	$1.76M	Sell
2014 Q3	$1.62M	Sell
2014 Q2	$1.67M	Sell
2014 Q1	$1.62M	Sell
2013 Q4	$1.79M	Sell
2013 Q3	$1.73M	Sell
2013 Q2	$1.72M	Buy