VWA
TRV icon

VSM Wealth Advisory’s Travelers Companies TRV Stock Holding History

VSM Wealth Advisory’s Portfolio TRV Stock Details TRV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$89.5K Buy
335
+1
+0.3% +$267 0.03% 148
2025
Q1 		$88.4K Hold
334
– – 0.03% 142
2024
Q4 		$80.4K Buy
+334
New +$80.4K 0.03% 148