VFP
Verus Financial Partners’s American Electric Power AEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $225K | Sell |
2,144
-105
| -5% | -$11K | 0.02% | 107 |
|
|
2025
Q1 | $240K | Buy |
+2,249
| New | +$240K | 0.03% | 91 |
|
|
2024
Q4 | – | Sell |
-2,059
| Closed | -$211K | – | 98 |
|
|
2024
Q3 | $211K | Buy |
+2,059
| New | +$211K | 0.02% | 95 |
|
|
2023
Q2 | – | Sell |
-3,080
| Closed | -$282K | – | 105 |
|
|
2023
Q1 | $282K | Hold |
3,080
| – | – | 0.04% | 75 |
|
|
2022
Q4 | $289K | Sell |
3,080
-603
| -16% | -$56.7K | 0.04% | 77 |
|
|
2022
Q3 | $319K | Sell |
3,683
-97
| -3% | -$8.4K | 0.05% | 72 |
|
|
2022
Q2 | $351K | Buy |
3,780
+2
| +0.1% | +$186 | 0.05% | 65 |
|
|
2022
Q1 | $386K | Buy |
3,778
+3
| +0.1% | +$307 | 0.05% | 62 |
|
|
2021
Q4 | $336K | Buy |
3,775
+3
| +0.1% | +$267 | 0.04% | 71 |
|
|
2021
Q3 | $313K | Sell |
3,772
-24
| -0.6% | -$1.99K | 0.05% | 73 |
|
|
2021
Q2 | $325K | Sell |
3,796
-417
| -10% | -$35.7K | 0.05% | 70 |
|
|
2021
Q1 | $365K | Buy |
4,213
+3
| +0.1% | +$260 | 0.06% | 65 |
|
|
2020
Q4 | $351K | Buy |
4,210
+656
| +18% | +$54.7K | 0.06% | 59 |
|
|
2020
Q3 | $290K | Sell |
3,554
-633
| -15% | -$51.7K | 0.11% | 121 |
|
|
2020
Q2 | $333K | Buy |
4,187
+10
| +0.2% | +$795 | 0.07% | 51 |
|
|
2020
Q1 | $334K | Buy |
4,177
+110
| +3% | +$8.8K | 0.1% | 48 |
|
|
2019
Q4 | $384K | Sell |
4,067
-31
| -0.8% | -$2.93K | 0.12% | 49 |
|
|
2019
Q3 | $384K | Buy |
4,098
+49
| +1% | +$4.59K | 0.13% | 41 |
|
|
2019
Q2 | $356K | Buy |
4,049
+699
| +21% | +$61.5K | 0.12% | 36 |
|
|
2019
Q1 | $281K | Buy |
3,350
+169
| +5% | +$14.2K | 0.1% | 41 |
|
|
2018
Q4 | $225K | Hold |
3,181
| – | – | 0.08% | 46 |
|
|
2018
Q3 | $225K | Buy |
+3,181
| New | +$225K | 0.08% | 46 |
|