Institutions / Valley Forge Investment Consultants Inc Adv / Activity
Activity — Valley Forge Investment Consultants Inc Adv
67 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | Add | 78464A201 Common stock | $953 | +8 +0.24% | 3,300 0.10% of portfolio | low |
| Q2 2026 as of | Add | Alphabet Inc. Common stock | $1.1K | +3 +0.09% | 3,278 0.30% of portfolio | low |
| Q2 2026 as of | Trim | Tesla Inc Common stock | $-1.3K | -3 -0.52% | 576 0.06% of portfolio | low |
| Q2 2026 as of | Add | Lockheed Martin Corp Common stock | $1.5K | +3 +0.49% | 621 0.08% of portfolio | low |
| Q2 2026 as of | Add | 922042858 Common stock | $1.6K | +27 +0.10% | 26,938 0.41% of portfolio | low |
| Q2 2026 as of | Trim | JPMorgan Chase & Co Common stock | $-2.3K | -7 -1.12% | 619 0.05% of portfolio | low |
| Q2 2026 as of | Add | 922908512 Common stock | $2.4K | +12 +0.37% | 3,254 0.17% of portfolio | low |
| Q2 2026 as of | Add | 92206C706 Common stock | $3.3K | +56 +1.61% | 3,540 0.05% of portfolio | low |
| Q2 2026 as of | Trim | 922908595 Common stock | $-3.7K | -10 -0.34% | 2,939 0.28% of portfolio | low |
| Q2 2026 as of | Add | 92206C870 Common stock | $4.2K | +51 +2.00% | 2,602 0.06% of portfolio | low |
| Q2 2026 as of | Add | 46434G103 Common stock | $6.7K | +81 +0.54% | 15,154 0.32% of portfolio | low |
| Q2 2026 as of | Add | 922908637 Common stock | $7.2K | +21 +0.58% | 3,628 0.32% of portfolio | low |
| Q2 2026 as of | Add | 922908744 Common stock | $9.2K | +42 +0.97% | 4,372 0.25% of portfolio | low |
| Q2 2026 as of | Exit | 949503106 Common stock | $-9.2K | -23K -100.00% | 0 | low |
| Q2 2026 as of | Add | 922908363 Common stock | $12.4K | +18 +0.62% | 2,939 0.52% of portfolio | low |
| Q2 2026 as of | Add | 003263100 Common stock | $14.3K | +79 +3.48% | 2,349 0.11% of portfolio | low |
| Q2 2026 as of | Add | Amazon.com Inc Common stock | $19.5K | +82 +3.51% | 2,415 0.15% of portfolio | low |
| Q2 2026 as of | New | 64082X203 Common stock | $20.6K | +10K | 10,000 <0.01% of portfolio | low |
| Q2 2026 as of | Trim | 921946406 Common stock | $-22.6K | -143 -1.70% | 8,262 0.34% of portfolio | low |
| Q2 2026 as of | Add | NVIDIA Corp Common stock | $26.4K | +132 +3.57% | 3,832 0.20% of portfolio | low |
| Q2 2026 as of | Add | 808524706 Common stock | $39.2K | +1K +6.76% | 17,061 0.16% of portfolio | low |
| Q2 2026 as of | Trim | 808524300 Common stock | $-41.9K | -1K -1.57% | 77,903 0.68% of portfolio | low |
| Q2 2026 as of | Trim | Paychex Inc Common stock | $-45.2K | -460 -10.09% | 4,100 0.10% of portfolio | low |
| Q2 2026 as of | New | INV Innventure, Inc. Common Stock | $50.7K | +10K | 10,000 0.01% of portfolio | low |
| Q2 2026 as of | Trim | 808524102 Common stock | $-52.4K | -2K -0.55% | 324,549 2.42% of portfolio | low |
| Q2 2026 as of | Add | 808524201 Common stock | $53.4K | +2K +0.21% | 879,414 6.67% of portfolio | low |
| Q2 2026 as of | Trim | Meta Platforms Inc Common stock | $-65.3K | -116 -21.25% | 430 0.06% of portfolio | low |
| Q2 2026 as of | Add | 808524862 Common stock | $76.4K | +3K +31.67% | 13,163 0.08% of portfolio | low |
| Q2 2026 as of | Add | Microsoft Corp Common stock | $80.2K | +215 +20.57% | 1,260 0.12% of portfolio | low |
| Q2 2026 as of | Trim | 921908844 Common stock | $-98.2K | -415 -4.32% | 9,197 0.56% of portfolio | low |
| Q2 2026 as of | Add | 46429B689 Common stock | $103.0K | +1K +7.48% | 16,860 0.38% of portfolio | low |
| Q2 2026 as of | Trim | 808524508 Common stock | $-104.9K | -3K -0.99% | 285,914 2.71% of portfolio | low |
| Q2 2026 as of | Trim | Apple Inc. Common stock | $-106.5K | -368 -6.54% | 5,262 0.39% of portfolio | low |
| Q2 2026 as of | Add | 808524797 Common stock | $136.3K | +4K +3.07% | 144,318 1.18% of portfolio | low |
| Q2 2026 as of | Trim | 922908751 Common stock | $-140.7K | -464 -6.11% | 7,128 0.56% of portfolio | low |
| Q2 2026 as of | Add | 808524805 Common stock | $155.3K | +6K +1.72% | 332,069 2.37% of portfolio | low |
| Q2 2026 as of | Trim | 922907746 Common stock | $-201.4K | -4K -17.47% | 18,814 0.25% of portfolio | low |
| Q2 2026 as of | New | 003261104 Common stock | $213.6K | +10K | 9,560 0.06% of portfolio | low |
| Q2 2026 as of | New | Philip Morris International Inc. Common stock | $217.1K | +1K | 1,200 0.06% of portfolio | low |
| Q2 2026 as of | Trim | 808524607 Common stock | $-218.6K | -6K -3.05% | 192,486 1.79% of portfolio | low |
| Q2 2026 as of | New | 922908769 Common stock | $219.9K | +594 | 594 0.06% of portfolio | low |
| Q2 2026 as of | Trim | 808524409 Common stock | $-249.2K | -7K -8.53% | 76,804 0.69% of portfolio | low |
| Q2 2026 as of | Add | 922908538 Common stock | $251.8K | +822 +43.19% | 2,725 0.21% of portfolio | low |
| Q2 2026 as of | Trim | 46090E103 Common stock | $-257.7K | -350 -29.29% | 845 0.16% of portfolio | low |
| Q2 2026 as of | Exit | 46432F859 Common stock | $-281.3K | -6K -100.00% | 0 | low |
| Q2 2026 as of | Exit | Warren E. Buffett Common stock | $-283.0K | -563 -100.00% | 0 | low |
| Q2 2026 as of | Exit | 464285204 Common stock | $-302.1K | -4K -100.00% | 0 | low |
| Q2 2026 as of | New | Caterpillar Inc Common stock | $323.0K | +303 | 303 0.08% of portfolio | low |
| Q2 2026 as of | New | iShares MSCI UAE ETF Common stock | $353.5K | +2K | 2,152 0.09% of portfolio | low |
| Q2 2026 as of | Trim | 78462F103 Common stock | $-371.0K | -497 -35.25% | 913 0.18% of portfolio | low |