Meredith Wealth Planning Purchases and Sells in Q2 2025

Meredith Wealth Planning

$275 Billion
Q2 2025

Top Buys

Incresed Positions

39 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AVUV	86.1K + 17.95%	$75.17 - $91.21 $6.47M - $7.85M	566K $51.5B
AVDV	25.1K + 8.23%	$61.76 - $79.32 $1.55M - $1.99M	331K $26.2B
AVGE	45.7K + 45.11%	N/A	147K $11.4B
MTUM	4.14K + 4.98%	$180.84 - $240.32 $748K - $994K	87.2K $20.9B
DUHP	63.9K + 8.41%	$29.36 - $35.56 $1.88M - $2.27M	825K $29.3B
AMERICAN CENTY ETF TR	27K + 6.83%	N/A	422K $27.5B

New Holdings

11 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFAC	23.6K New	$29.12 - $35.84 $687K - $845K	23.6K $845M
DFAX	25.5K New	$23.37 - $29.39 $595K - $749K	25.5K $748M
DFIV	10.8K New	$34.67 - $43.21 $373K - $465K	10.8K $461M
DFSV	14.8K New	$24.21 - $29.47 $359K - $437K	14.8K $436M
SCHV	13.2K New	$23.55 - $27.67 $311K - $366K	13.2K $366M
VBR	1.48K New	$162.76 - $195.77 $240K - $289K	1.48K $288M

Top Sells

Reduced Positions

7 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VTEB	-8.73K - 20.88%	$48.13 - $49.85 $420K - $435K	33.1K $1.62B
SGOV	-4.3K - 22.25%	$100.35 - $100.71 $431K - $433K	15K $1.51B
VCSH	-4.37K - 27.22%	$77.94 - $79.5 $341K - $347K	11.7K $929M
AVIV	-2.37K - 11.56%	$50.27 - $62.84 $119K - $149K	18.2K $1.13B
LLY	-3 - 0.83%	$713.71 - $898.95 $2.14K - $2.7K	360 $281M
IBDS	-284 - 2.38%	$23.96 - $24.27 $6.8K - $6.89K	11.7K $283M

Activity Summary All Purchases 50 New Holdings 11 Increased Positions 39 All Sells 7 Reductions 7 Sold out 0 Calls 0 Puts 0

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