Virginia Estate & Retirement Planning Advisors Inc. historic quarter change: USA ETF, Added
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 1 quarter from 2026-03-31 to 2026-06-30, Virginia Estate & Retirement Planning Advisors Inc. opened 32 positions, added to 4, reduced 3 and sold out of 21.
- Q2 2026: Stock QQQ; Country of operation —; Class UNIT SER 1; Shares before 276.
- Q2 2026: Stock SCHF; Country of operation —; Class INTL EQTY ETF; Shares before 41.
- Q2 2026: Stock IWM; Country of operation —; Class RUSSELL 2000 ETF; Shares before 169.
- Q2 2026: Stock AGG; Country of operation —; Class CORE US AGGBD ET; Shares before 42.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2115327), 1 quarter: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-28). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2026-03-31.
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