VFP
Verus Financial Partners’s UDR UDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $259K | Buy |
6,372
+27
| +0.4% | +$1.1K | 0.03% | 97 |
|
|
2025
Q1 | $261K | Buy |
6,345
+25
| +0.4% | +$1.03K | 0.03% | 90 |
|
|
2024
Q4 | $253K | Sell |
6,320
-478
| -7% | -$19.2K | 0.03% | 87 |
|
|
2024
Q3 | $305K | Buy |
6,798
+26
| +0.4% | +$1.17K | 0.03% | 78 |
|
|
2024
Q2 | $279K | Buy |
6,772
+28
| +0.4% | +$1.15K | 0.03% | 80 |
|
|
2024
Q1 | $252K | Buy |
6,744
+28
| +0.4% | +$1.05K | 0.03% | 90 |
|
|
2023
Q4 | $246K | Sell |
6,716
-557
| -8% | -$20.4K | 0.03% | 88 |
|
|
2023
Q3 | $263K | Buy |
7,273
+24
| +0.3% | +$868 | 0.03% | 85 |
|
|
2023
Q2 | $306K | Sell |
7,249
-357
| -5% | -$15.1K | 0.04% | 73 |
|
|
2023
Q1 | $306K | Buy |
7,606
+1,218
| +19% | +$49K | 0.04% | 71 |
|
|
2022
Q4 | $272K | Buy |
6,388
+21
| +0.3% | +$894 | 0.04% | 81 |
|
|
2022
Q3 | $255K | Buy |
6,367
+8
| +0.1% | +$320 | 0.04% | 83 |
|
|
2022
Q2 | $291K | Buy |
6,359
+8
| +0.1% | +$366 | 0.04% | 73 |
|
|
2022
Q1 | $366K | Buy |
6,351
+653
| +11% | +$37.6K | 0.05% | 65 |
|
|
2021
Q4 | $342K | Sell |
5,698
-116
| -2% | -$6.96K | 0.05% | 69 |
|
|
2021
Q3 | $316K | Hold |
5,814
| – | – | 0.05% | 72 |
|
|
2021
Q2 | $315K | Buy |
5,814
+738
| +15% | +$40K | 0.05% | 71 |
|
|
2021
Q1 | $226K | Buy |
+5,076
| New | +$226K | 0.04% | 80 |
|
|
2020
Q3 | – | Sell |
-10,713
| Closed | -$400K | – | 202 |
|
|
2020
Q2 | $400K | Hold |
10,713
| – | – | 0.09% | 43 |
|
|
2020
Q1 | $391K | Buy |
10,713
+1,568
| +17% | +$57.2K | 0.12% | 38 |
|
|
2019
Q4 | $427K | Sell |
9,145
-206
| -2% | -$9.62K | 0.13% | 42 |
|
|
2019
Q3 | $453K | Hold |
9,351
| – | – | 0.15% | 35 |
|
|
2019
Q2 | $420K | Hold |
9,351
| – | – | 0.14% | 30 |
|
|
2019
Q1 | $425K | Buy |
9,351
+1,503
| +19% | +$68.3K | 0.15% | 29 |
|
|
2018
Q4 | $317K | Hold |
7,848
| – | – | 0.11% | 37 |
|
|
2018
Q3 | $317K | Hold |
7,848
| – | – | 0.11% | 37 |
|
|
2018
Q2 | $295K | Hold |
7,848
| – | – | 0.11% | 37 |
|
|
2018
Q1 | $280K | Hold |
7,848
| – | – | 0.11% | 40 |
|
|
2017
Q4 | $302K | Hold |
7,848
| – | – | 0.11% | 38 |
|
|
2017
Q3 | $298K | Hold |
7,848
| – | – | 0.12% | 37 |
|
|
2017
Q2 | $306K | Sell |
7,848
-4,945
| -39% | -$193K | 0.12% | 38 |
|
|
2017
Q1 | $464K | Buy |
12,793
+2,574
| +25% | +$93.4K | 0.19% | 24 |
|
|
2016
Q4 | $373K | Sell |
10,219
-2,140
| -17% | -$78.1K | 0.16% | 27 |
|
|
2016
Q3 | $445K | Buy |
12,359
+522
| +4% | +$18.8K | 0.2% | 24 |
|
|
2016
Q2 | $437K | Buy |
11,837
+2
| +0% | +$74 | 0.2% | 25 |
|
|
2016
Q1 | $456K | Buy |
11,835
+2,354
| +25% | +$90.7K | 0.21% | 25 |
|
|
2015
Q4 | $356K | Buy |
9,481
+2
| +0% | +$75 | 0.17% | 30 |
|
|
2015
Q3 | $327K | Sell |
9,479
-4,796
| -34% | -$165K | 0.17% | 26 |
|
|
2015
Q2 | $457K | Buy |
+14,275
| New | +$457K | 0.23% | 21 |
|