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Valley Forge Investment Consultants Inc ADV Increases Holdings in Amazon com, Inc (NASDAQ:AMZN)

Valley Forge Investment Consultants Inc. ADV boosted its holdings in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 6.4% during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 1,660 shares of the e-commerce giant’s stock after purchasing an additional 100 shares during the […]

Oppenheimer & Co Inc Raises Stock Holdings in iShares S&P Small-Cap 600 Value ETF (NYSEARCA:IJS)

Oppenheimer & Co. Inc. boosted its holdings in iShares S&P Small-Cap 600 Value ETF (NYSEARCA:IJS – Free Report) by 8.7% in the second quarter, HoldingsChannel reports. The firm owned 2,920 shares of the company’s stock after purchasing an additional 234 shares during the period. Oppenheimer & Co. Inc.’s holdings in iShares S&P Small-Cap 600 Value […]

Valley Forge Investment Consultants Inc ADV Reduces Position in iShares Russell 2000 ETF (NYSEARCA:IWM)

Valley Forge Investment Consultants Inc. ADV cut its holdings in shares of iShares Russell 2000 ETF (NYSEARCA:IWM – Free Report) by 55.1% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 1,143 shares of the exchange traded fund’s stock after selling 1,400 […]

Valley Forge Investment Consultants Inc ADV Has $425,000 Stock Position in Schwab Emerging Markets Equity ETF (NYSEARCA:SCHE)

Valley Forge Investment Consultants Inc. ADV cut its stake in Schwab Emerging Markets Equity ETF (NYSEARCA:SCHE – Free Report) by 12.4% in the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 17,336 shares of the company’s stock after selling 2,446 shares during the […]

Valley Forge Investment Consultants Inc ADV Grows Stock Position in Schwab U S Aggregate Bond ETF (NYSEARCA:SCHZ)

Valley Forge Investment Consultants Inc. ADV grew its position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) by 3.6% during the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 40,727 shares of the company’s stock after acquiring an additional […]

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