Sellwood Investment Partners LLC Purchases in Q2 2025

Sellwood Investment Partners LLC

  • $209 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
1.32K
+ 0.49%
$52.84 - $65.52 $69.6K - $86.3K
272K $17.8B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
10.1K
+ 6.63%
$55.54 - $69.09 $561K - $698K
163K $11.2B
DFSU
Dimensional ETF Tr Dimen Us Su
38.7K
New
N/A
38.7K $1.52B
BRK-A
Berkshire Hathaway Inc

Financial Services
2
New
$725400.0 - $809350.0 $1.45M - $1.62M
2 $1.46B
VT
Vanguard Total World Stk Index

ETFs
10.7K
New
$103.16 - $128.52 $1.11M - $1.38M
10.7K $1.38B
RAFE
Pimco Equity Ser Rafi Esg U S

ETFs
3.68K
+ 0.73%
$32.04 - $38.14 $118K - $140K
507K $19.3B
DFSI
Dimensional ETF Tr Dimen Intl
14.4K
New
N/A
14.4K $569M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
5.87K
+ 6.84%
$72.12 - $76.23 $423K - $447K
91.6K $6.95B
VXF
Vanguard Extended Market ETF

ETFs
1.21K
+ 21.13%
$150.43 - $192.71 $182K - $234K
6.95K $1.34B
DFSE
Dimensional ETF Tr Dimen Emrgn
7.26K
New
N/A
7.26K $276M
VO
Vanguard Mid Cap ETF

ETFs
448
New
$228.54 - $279.83 $102K - $125K
448 $125M
VTV
Vanguard Value ETF

ETFs
616
New
$153.67 - $176.74 $94.7K - $109K
616 $109M
SCHR
Schwab Intermediate Term Us Tr

ETFs
2.75K
+ 7.25%
$24.54 - $25.07 $67.4K - $68.8K
40.6K $1.02B
HQY
Healthequity, Inc.

Healthcare
550
New
$76.77 - $113.06 $42.2K - $62.2K
550 $57.6M
CVX
Chevron Corp

Energy
387
New
$133.73 - $168.51 $51.8K - $65.2K
387 $55.4M
CATH
Global X Fds Global X S&P 500

ETFs
61
+ 1.13%
$59.85 - $75.45 $3.65K - $4.6K
5.47K $412M
Blackrock ETF Trust Ii
665
+ 10.19%
N/A
7.19K $380M
BND
Vanguard Bd Index Fd Inc Total

ETFs
333
+ 2.87%
$72.02 - $73.82 $24K - $24.6K
11.9K $880M
MRK
Merck & Co., Inc.

Healthcare
200
New
$73.47 - $87.12 $14.7K - $17.4K
200 $15.8M
BKHY
Bny Mellon ETF Tr High Yield B

ETFs
35
+ 0.2%
$45.58 - $48.28 $1.6K - $1.69K
17.6K $848M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
82
+ 1.04%
$100.35 - $100.71 $8.23K - $8.26K
7.99K $804M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
1
+ 0.51%
$24.38 - $30.18 $24.4 - $30.2
197 $5.92M
VGLT
Vanguard Long Term Treasury Et

ETFs
5
+ 1.3%
$53.66 - $58.71 $268 - $294
391 $21.9M
EDV
Vanguard Extended Duration Tre

ETFs
8K
+ 7.22%
$62.83 - $72.45 $502K - $579K
119K $7.68B
Activity Summary
Buys All Purchases 25 New Holdings 10 Increased Positions 15 Sells All Sells 12 Reductions 12 Sold out 0 Options Calls 0 Puts 0
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