13F Filings History of VALLEY FINANCIAL MANAGEMENT, INC.

Latest 13F report
Q2 2023 - 14 Aug 2023
Value $
$193,201,494
Signature - Title
Christopher Wilson - Chief Compliance Officer
Location
New York, NY
Summary
This page shows a list of all the recent 13F filings made by VALLEY FINANCIAL MANAGEMENT, INC.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. VALLEY FINANCIAL MANAGEMENT, INC. reported 42 stock holdings with total value $193,201,494 as of Q2 2023. Top holdings included VONG, MOAT, EUDG, HEDJ, and VTV.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q2 2023 42 $193,201,494 +$76,677,669 -$49,963,725 +$26,713,944 VONG, MOAT, EUDG, HEDJ, VTV 13F-HR 14 Aug 2023, 15:46
Q1 2023 46 $161,753,540 +$38,082,567 -$61,780,356 -$23,697,789 EUDG, PPA, VONG, RSP, HEDJ 13F-HR 15 May 2023, 15:46
Q4 2022 42 $179,705,639 +$55,980,211 -$54,975,353 +$1,004,858 PPA, AGG, EUDG, DIVO, VONG 13F-HR 14 Feb 2023, 16:27
Q3 2022 37 $166,837,709 $0 $0 $0 AGG, VOO, RSP, USFR, PPA 13F-HR 14 Nov 2022, 17:04