VFP
Verus Financial Partners’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $496K | Hold |
10,595
| – | – | 0.05% | 62 |
|
|
2025
Q1 | $403K | Sell |
10,595
-340
| -3% | -$12.9K | 0.05% | 63 |
|
|
2024
Q4 | $493K | Sell |
10,935
-5
| -0% | -$226 | 0.06% | 52 |
|
|
2024
Q3 | $429K | Sell |
10,940
-250
| -2% | -$9.81K | 0.05% | 59 |
|
|
2024
Q2 | $445K | Sell |
11,190
-614
| -5% | -$24.4K | 0.05% | 55 |
|
|
2024
Q1 | $448K | Sell |
11,804
-208
| -2% | -$7.89K | 0.05% | 58 |
|
|
2023
Q4 | $402K | Buy |
12,012
+76
| +0.6% | +$2.54K | 0.05% | 66 |
|
|
2023
Q3 | $319K | Buy |
11,936
+400
| +3% | +$10.7K | 0.04% | 73 |
|
|
2023
Q2 | $371K | Buy |
11,536
+1,000
| +9% | +$32.2K | 0.05% | 65 |
|
|
2023
Q1 | $284K | Buy |
10,536
+13
| +0.1% | +$351 | 0.04% | 74 |
|
|
2022
Q4 | $373K | Sell |
10,523
-350
| -3% | -$12.4K | 0.05% | 64 |
|
|
2022
Q3 | $379K | Buy |
10,873
+1,525
| +16% | +$53.2K | 0.06% | 63 |
|
|
2022
Q2 | $315K | Buy |
9,348
+571
| +7% | +$19.2K | 0.05% | 69 |
|
|
2022
Q1 | $344K | Buy |
8,777
+287
| +3% | +$11.2K | 0.05% | 72 |
|
|
2021
Q4 | $378K | Hold |
8,490
| – | – | 0.05% | 61 |
|
|
2021
Q3 | $393K | Sell |
8,490
-567
| -6% | -$26.2K | 0.06% | 61 |
|
|
2021
Q2 | $341K | Sell |
9,057
-117
| -1% | -$4.41K | 0.05% | 68 |
|
|
2021
Q1 | $367K | Sell |
9,174
-121
| -1% | -$4.84K | 0.06% | 63 |
|
|
2020
Q4 | $282K | Sell |
9,295
-26,030
| -74% | -$790K | 0.05% | 69 |
|
|
2020
Q3 | $851K | Buy |
35,325
+26,185
| +286% | +$631K | 0.31% | 63 |
|
|
2020
Q2 | $217K | Buy |
+9,140
| New | +$217K | 0.05% | 71 |
|
|
2020
Q1 | – | Sell |
-9,406
| Closed | -$331K | – | 67 |
|
|
2019
Q4 | $331K | Sell |
9,406
-136
| -1% | -$4.79K | 0.1% | 53 |
|
|
2019
Q3 | $278K | Sell |
9,542
-176
| -2% | -$5.13K | 0.09% | 52 |
|
|
2019
Q2 | $282K | Sell |
9,718
-326
| -3% | -$9.46K | 0.09% | 45 |
|
|
2019
Q1 | $277K | Sell |
10,044
-180
| -2% | -$4.96K | 0.1% | 42 |
|
|
2018
Q4 | $301K | Hold |
10,224
| – | – | 0.11% | 39 |
|
|
2018
Q3 | $301K | Sell |
10,224
-1,876
| -16% | -$55.2K | 0.11% | 39 |
|
|
2018
Q2 | $341K | Sell |
12,100
-285
| -2% | -$8.03K | 0.13% | 31 |
|
|
2018
Q1 | $371K | Buy |
12,385
+1,673
| +16% | +$50.1K | 0.14% | 32 |
|
|
2017
Q4 | $316K | Sell |
10,712
-772
| -7% | -$22.8K | 0.12% | 37 |
|
|
2017
Q3 | $291K | Buy |
11,484
+1,489
| +15% | +$37.7K | 0.11% | 38 |
|
|
2017
Q2 | $242K | Sell |
9,995
-1,057
| -10% | -$25.6K | 0.1% | 42 |
|
|
2017
Q1 | $261K | Sell |
11,052
-577
| -5% | -$13.6K | 0.11% | 43 |
|
|
2016
Q4 | $257K | Buy |
11,629
+5
| +0% | +$110 | 0.11% | 41 |
|
|
2016
Q3 | $182K | Sell |
11,624
-940
| -7% | -$14.7K | 0.08% | 45 |
|
|
2016
Q2 | $167K | Sell |
12,564
-472
| -4% | -$6.27K | 0.08% | 45 |
|
|
2016
Q1 | $176K | Buy |
13,036
+17
| +0.1% | +$230 | 0.08% | 45 |
|
|
2015
Q4 | $219K | Buy |
13,019
+13
| +0.1% | +$219 | 0.1% | 44 |
|
|
2015
Q3 | $203K | Buy |
13,006
+14
| +0.1% | +$219 | 0.11% | 37 |
|
|
2015
Q2 | $221K | Buy |
12,992
+13
| +0.1% | +$221 | 0.11% | 37 |
|
|
2015
Q1 | $200K | Sell |
12,979
-282
| -2% | -$4.35K | 0.1% | 43 |
|
|
2014
Q4 | $237K | Buy |
13,261
+12
| +0.1% | +$214 | 0.13% | 39 |
|
|
2014
Q3 | $226K | Buy |
13,249
+14
| +0.1% | +$239 | 0.13% | 40 |
|
|
2014
Q2 | $203K | Buy |
13,235
+2
| +0% | +$31 | 0.11% | 43 |
|
|
2014
Q1 | $228K | Buy |
13,233
+3
| +0% | +$52 | 0.13% | 38 |
|
|
2013
Q4 | $206K | Buy |
13,230
+402
| +3% | +$6.26K | 0.11% | 41 |
|
|
2013
Q3 | $177K | Buy |
12,828
+422
| +3% | +$5.82K | 0.1% | 38 |
|
|
2013
Q2 | $160K | Buy |
+12,406
| New | +$160K | 0.09% | 42 |
|