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  Name: VIRGINIA WEALTH MANAGEMENT GROUP INC.
  City: VIRGINIA BEACH
  State: VA
  Zip: 23462
   
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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

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 9     View All Holdings Currently Viewing:  Unchanged 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
   (BRK.A)1 Year Chart         BRK.A Berkshire Hathaway Inc 1 - $625,100.00 $6,344,000 10 5.18% 918,000 0 0    Property & Casualty I...
   (ADI)1 Year Chart         ADI Analog Devices Inc 38 - $214.12 $1,299,000 6,566 1.06% -5,000 0 0.001    Semiconductor- Broad...
   (SPY)1 Year Chart         SPY Standard & Poors Depository... 40 - $528.69 $1,046,000 2,000 0.85% 95,000 0 0    Closed - End Fund - E...
   (BDX)1 Year Chart         BDX Becton Dickinson & Co 46 - $236.62 $459,000 1,855 0.38% 7,000 0 0.001    Medical Instruments &...
   (EFX)1 Year Chart         EFX Equifax Inc 47 - $249.94 $401,000 1,500 0.33% 30,000 0 0.001    Business Services
   (ED)1 Year Chart         ED Consolidated Edison Inc 48 - $96.91 $390,000 4,300 0.32% -1,000 0 0.001    Multi Utilities
   (CTAS)1 Year Chart         CTAS Cintas Corp 50 - $691.38 $344,000 500 0.28% 43,000 0 0    Business Services
   (AEP)1 Year Chart         AEP American Electric Power Co Inc 51 - $92.54 $302,000 3,509 0.25% 17,000 0 0.001    Electric Utilities
   (KO)1 Year Chart         KO Coca-Cola Co 52 - $63.32 $278,000 4,550 0.23% 10,000 0 0    Beverage Soft Drinks...

      9 Records Found
  1    
Page 1 of 1
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