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Wetzel Investment Advisors’s Virginia National Bankshares VABK Stock Holding History

Wetzel Investment Advisors’s Portfolio VABK Stock Details VABK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-3,875
Closed -$117K – 849
2024
Q2 		$117K Hold
3,875
– – 0.07% 160
2024
Q1 		$94.4K Hold
3,875
– – 0.06% 184
2023
Q4 		$133K Buy
+3,875
New +$127K 0.08% 151

Other funds holding VABK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
MFP
Meridian Financial Partners Warrenton, Virginia $293M AUM 29.12% 1-Year Est. Return
SVBP
Strategic Value Bank Partners Cleveland, Ohio $186M AUM 18.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
EPCA
Elizabeth Park Capital Advisors Pepper Pike, Ohio $130M AUM 23.02% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Wetzel Investment Advisors's VABK Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of Virginia National Bankshares (VABK) in Q3 2024, closing a stake of 3,875 shares — an estimated $117K sold.

Wetzel Investment Advisors first reported a position in VABK in Q4 2023 and held it in 3 quarters. The position peaked at $133K in Q4 2023. 70 funds tracked by Wall St. Rank hold VABK as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining Virginia National Bankshares position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 3,875 Virginia National Bankshares shares in Q3 2024, an estimated $117K.
  • Wetzel Investment Advisors first reported a position in Virginia National Bankshares in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's Virginia National Bankshares position peaked at $133K in Q4 2023.
  • 70 funds tracked by Wall St. Rank held Virginia National Bankshares as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.