VFP
Verus Financial Partners’s Maximus MMS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $244K | Buy |
3,387
+214
| +7% | +$15.4K | 0.02% | 100 |
|
|
2025
Q1 | $216K | Sell |
3,173
-269
| -8% | -$18.3K | 0.02% | 97 |
|
|
2024
Q4 | $264K | Sell |
3,442
-1,607
| -32% | -$123K | 0.03% | 85 |
|
|
2024
Q3 | $468K | Hold |
5,049
| – | – | 0.05% | 55 |
|
|
2024
Q2 | $433K | Sell |
5,049
-741
| -13% | -$63.5K | 0.05% | 56 |
|
|
2024
Q1 | $486K | Hold |
5,790
| – | – | 0.06% | 52 |
|
|
2023
Q4 | $483K | Hold |
5,790
| – | – | 0.06% | 53 |
|
|
2023
Q3 | $445K | Hold |
5,790
| – | – | 0.06% | 56 |
|
|
2023
Q2 | $504K | Hold |
5,790
| – | – | 0.06% | 55 |
|
|
2023
Q1 | $452K | Sell |
5,790
-562
| -9% | -$43.9K | 0.06% | 60 |
|
|
2022
Q4 | $475K | Sell |
6,352
-7
| -0.1% | -$524 | 0.07% | 58 |
|
|
2022
Q3 | $371K | Hold |
6,359
| – | – | 0.06% | 64 |
|
|
2022
Q2 | $409K | Hold |
6,359
| – | – | 0.06% | 61 |
|
|
2022
Q1 | $484K | Sell |
6,359
-65
| -1% | -$4.95K | 0.07% | 52 |
|
|
2021
Q4 | $512K | Sell |
6,424
-15
| -0.2% | -$1.2K | 0.07% | 51 |
|
|
2021
Q3 | $547K | Hold |
6,439
| – | – | 0.08% | 49 |
|
|
2021
Q2 | $560K | Sell |
6,439
-602
| -9% | -$52.4K | 0.09% | 45 |
|
|
2021
Q1 | $642K | Sell |
7,041
-157
| -2% | -$14.3K | 0.1% | 38 |
|
|
2020
Q4 | $527K | Buy |
+7,198
| New | +$527K | 0.09% | 42 |
|
|
2020
Q3 | – | Sell |
-6,526
| Closed | -$460K | – | 196 |
|
|
2020
Q2 | $460K | Hold |
6,526
| – | – | 0.1% | 37 |
|
|
2020
Q1 | $380K | Hold |
6,526
| – | – | 0.12% | 40 |
|
|
2019
Q4 | $485K | Sell |
6,526
-351
| -5% | -$26.1K | 0.15% | 39 |
|
|
2019
Q3 | $531K | Hold |
6,877
| – | – | 0.17% | 29 |
|
|
2019
Q2 | $499K | Sell |
6,877
-325
| -5% | -$23.6K | 0.17% | 28 |
|
|
2019
Q1 | $511K | Sell |
7,202
-362
| -5% | -$25.7K | 0.18% | 25 |
|
|
2018
Q4 | $492K | Hold |
7,564
| – | – | 0.18% | 24 |
|
|
2018
Q3 | $492K | Sell |
7,564
-1,308
| -15% | -$85.1K | 0.18% | 24 |
|
|
2018
Q2 | $551K | Sell |
8,872
-74
| -0.8% | -$4.6K | 0.21% | 21 |
|
|
2018
Q1 | $597K | Sell |
8,946
-496
| -5% | -$33.1K | 0.23% | 22 |
|
|
2017
Q4 | $676K | Sell |
9,442
-160
| -2% | -$11.5K | 0.25% | 20 |
|
|
2017
Q3 | $619K | Sell |
9,602
-83
| -0.9% | -$5.35K | 0.24% | 21 |
|
|
2017
Q2 | $607K | Sell |
9,685
-333
| -3% | -$20.9K | 0.24% | 21 |
|
|
2017
Q1 | $623K | Sell |
10,018
-173
| -2% | -$10.8K | 0.26% | 21 |
|
|
2016
Q4 | $569K | Sell |
10,191
-1,209
| -11% | -$67.5K | 0.25% | 20 |
|
|
2016
Q3 | $645K | Sell |
11,400
-88
| -0.8% | -$4.98K | 0.29% | 19 |
|
|
2016
Q2 | $636K | Sell |
11,488
-537
| -4% | -$29.7K | 0.29% | 18 |
|
|
2016
Q1 | $633K | Sell |
12,025
-97
| -0.8% | -$5.11K | 0.29% | 19 |
|
|
2015
Q4 | $682K | Sell |
12,122
-589
| -5% | -$33.1K | 0.32% | 19 |
|
|
2015
Q3 | $757K | Sell |
12,711
-80
| -0.6% | -$4.76K | 0.4% | 16 |
|
|
2015
Q2 | $841K | Sell |
12,791
-4,580
| -26% | -$301K | 0.43% | 17 |
|
|
2015
Q1 | $1.16M | Sell |
17,371
-171
| -1% | -$11.4K | 0.59% | 15 |
|
|
2014
Q4 | $957K | Hold |
17,542
| – | – | 0.51% | 16 |
|
|
2014
Q3 | $704K | Hold |
17,542
| – | – | 0.4% | 19 |
|
|
2014
Q2 | $755K | Hold |
17,542
| – | – | 0.42% | 17 |
|
|
2014
Q1 | $787K | Sell |
17,542
-5,162
| -23% | -$232K | 0.44% | 18 |
|
|
2013
Q4 | $999K | Hold |
22,704
| – | – | 0.52% | 17 |
|
|
2013
Q3 | $1.02M | Hold |
22,704
| – | – | 0.56% | 17 |
|
|
2013
Q2 | $1.69M | Buy |
+22,704
| New | +$1.69M | 0.96% | 14 |
|