VCA
Verdence Capital Advisors’s Principal Financial Group PFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $686K | Buy |
8,639
+4,276
| +98% | +$340K | 0.05% | 326 |
|
|
2025
Q1 | $368K | Buy |
4,363
+1,243
| +40% | +$105K | 0.03% | 478 |
|
|
2024
Q4 | $242K | Sell |
3,120
-26
| -0.8% | -$2.01K | 0.02% | 570 |
|
|
2024
Q3 | $270K | Buy |
3,146
+1
| +0% | +$86 | 0.02% | 550 |
|
|
2024
Q2 | $247K | Sell |
3,145
-6,437
| -67% | -$505K | 0.02% | 525 |
|
|
2024
Q1 | $827K | Sell |
9,582
-2,194
| -19% | -$189K | 0.08% | 265 |
|
|
2023
Q4 | $926K | Buy |
11,776
+153
| +1% | +$12K | 0.09% | 230 |
|
|
2023
Q3 | $838K | Buy |
11,623
+3,113
| +37% | +$224K | 0.09% | 231 |
|
|
2023
Q2 | $645K | Buy |
8,510
+1,851
| +28% | +$140K | 0.07% | 267 |
|
|
2023
Q1 | $495K | Buy |
6,659
+2,098
| +46% | +$156K | 0.06% | 310 |
|
|
2022
Q4 | $383K | Buy |
+4,561
| New | +$383K | 0.05% | 326 |
|
|
2018
Q1 | – | Sell |
-3,091
| Closed | -$218K | – | 312 |
|
|
2017
Q4 | $218K | Buy |
+3,091
| New | +$218K | 0.05% | 253 |
|