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Company Main View
Name:
VIRGINIA WEALTH MANAGEMENT GROUP INC.
City:
VIRGINIA BEACH
State:
VA
Zip:
23462
Achive data
View Filing Period:
Current Quarter
2023-12-31
2023-09-30
2023-06-30
2023-03-31
2022-12-31
2022-09-30
2022-06-30
2022-03-31
2021-12-31
Portfolio Summary
View Filing
Filing Report Date :
2024-03-31
Total Value :
$122,393,000
Total Value Change :
$7,970,000
Securities Held Change :
-1
All Securities Held :
53
New Positions
:
1
Closed Positions
:
2
Increased Positions
:
23
Unchanged Positions
:
9
Decreased Positions
:
20
Download
Free Registration Required For Full Results
Holdings Found :
2
View All Holdings
Currently Viewing:
Closed Positions
Page 1 of 1
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Ticker
Company Name
Position
Rank
New/Closed
Postion
Last
Close
Value
Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
% of Company
Industry
XLU
SPDR Utilities Select
55
Closed
$69.94
$0
0
0%
-354,000
-5,590
0
Closed - End Fund - E...
TROW
T Rowe Price Group Inc
54
Closed
$114.90
$0
0
0%
-1,877,000
-17,429
0
Asset Management
2
Records Found
1
Page 1 of 1
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Download: Holdings - Current Quarter Only
Summary:
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