$179 Million is the total value of Verus Financial Partners, Inc.'s 45 reported holdings in Q2 2014. The portfolio turnover from Q1 2014 to Q2 2014 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VWOB | Exit | Vanguard Emerging Market Bondetf | $0 | – | -3,161 | -100.0% | -0.14% | – |
| BRKB | Exit | Berkshire Hathaway Cl B | $0 | – | -2,483 | -100.0% | -0.17% | – |
| RDOG | Exit | Cohen & Steersetf | $0 | – | -18,427 | -100.0% | -0.41% | – |
| ELD | Exit | WisdomTree Emerging Markets Local Debtetf | $0 | – | -20,581 | -100.0% | -0.52% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2014-07-21
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Vanguard Total Stock Market | 42 | Q3 2023 | 28.5% |
| ISHARES TR | 42 | Q3 2023 | 15.2% |
| VANGUARD INTL EQUITY INDEX F | 42 | Q3 2023 | 16.4% |
| Vanguard Mid Cap | 42 | Q3 2023 | 5.9% |
| Dominion Resources Inc | 42 | Q3 2023 | 0.8% |
| Exxon Mobil Corporation | 42 | Q3 2023 | 0.8% |
| MICROSOFT CORP | 42 | Q3 2023 | 1.6% |
| JOHNSON & JOHNSON | 42 | Q3 2023 | 0.6% |
| PFIZER INC | 42 | Q3 2023 | 0.4% |
| DUKE ENERGY CORP NEW | 42 | Q3 2023 | 0.3% |
View Verus Financial Partners, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-07 |
| 13F-HR | 2024-02-07 |
| 13F-HR | 2023-10-24 |
| 13F-HR | 2023-07-27 |
| 13F-HR/A | 2023-05-08 |
| 13F-HR | 2023-05-08 |
| 13F-HR | 2023-02-01 |
| 13F-HR | 2022-10-31 |
| SC 13G | 2022-10-11 |
| 13F-HR | 2022-08-03 |
View Verus Financial Partners, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.