Voisard Asset Management Group, Inc. Reduced Holdings in Q1 2025

Voisard Asset Management Group, Inc.

  • $342 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-105K
- 72.56%
$95.85 - $99.25 $10.1M - $10.4M
39.7K $3.92B
JCPB
J P Morgan Exchange Traded Fd

ETFs
-55.8K
- 7.92%
$45.56 - $47.23 $2.54M - $2.64M
649K $30.5B
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-36K
- 42.57%
$40.03 - $46.81 $1.44M - $1.68M
48.5K $1.98B
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.23K
- 5.0%
$551.42 - $612.93 $680K - $756K
23.5K $13.1B
SCHX
Schwab Strategic Tr Us Large C

ETFs
-45.5K
- 17.7%
$21.75 - $24.28 $989K - $1.1M
211K $4.67B
RSP
Invesco S&P 500 Equal Weight E

ETFs
-6.59K
- 21.14%
$169.43 - $182.84 $1.12M - $1.2M
24.6K $4.26B
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-35.1K
- 25.36%
$25.58 - $29.24 $898K - $1.03M
103K $2.71B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-16.3K
- 41.08%
$42.5 - $46.71 $693K - $761K
23.4K $1.06B
VUG
Vanguard Growth ETF

ETFs
-1.25K
- 41.81%
$369.1 - $427.61 $461K - $535K
1.74K $645M
VGSH
Vanguard

ETFs
-10.7K
- 4.04%
$58.07 - $58.69 $621K - $627K
254K $14.9B
NVDA
Nvidia Corp

Technology
-1
- 0.02%
$106.98 - $149.43 $107 - $149
6.32K $685M
GOOGL
Alphabet Inc.

Communication Services
-32
- 0.74%
$154.33 - $206.19 $4.94K - $6.6K
4.28K $662M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-903
- 3.22%
$23.16 - $27.04 $20.9K - $24.4K
27.2K $637M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-2.57K
- 16.59%
$25.81 - $28.52 $66.4K - $73.4K
12.9K $357M
VO
Vanguard Mid Cap ETF

ETFs
-77
- 1.53%
$251.87 - $277.95 $19.4K - $21.4K
4.97K $1.28B
S
Sentinel One, Inc.

Technology
-35
- 0.35%
$18.17 - $24.97 $636 - $874
10K $182M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-1.94K
- 5.04%
$20.64 - $20.73 $40K - $40.1K
36.5K $754M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-706
- 3.62%
$77.7 - $78.94 $54.9K - $55.7K
18.8K $1.48B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-31
- 1.36%
$102.49 - $119.96 $3.18K - $3.72K
2.25K $235M
IWM
Ishares Russell 2000 ETF

ETFs
-9
- 0.77%
$198.1 - $229.79 $1.78K - $2.07K
1.16K $232M
IEMG
Ishares Inc

ETFs
-682
- 8.62%
N/A
7.23K $390M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-13
- 3.19%
$507.05 - $563.67 $6.59K - $7.33K
395 $203M
BAC
Bank Of America Corp

Financial Services
-50
- 0.8%
$39.61 - $47.74 $1.98K - $2.39K
6.21K $259M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-105
- 0.64%
$39.96 - $43.3 $4.2K - $4.55K
16.2K $667M
VGIT
Vanguard Intermediate Term Tre

ETFs
-61
- 0.94%
$57.44 - $59.4 $3.5K - $3.62K
6.42K $381M
JPM
Jpmorgan Chase & CO

Financial Services
-4
- 0.08%
$225.19 - $279.95 $901 - $1.12K
4.76K $1.17B
V
Visa Inc.

Financial Services
-7
- 0.69%
$306.92 - $362.71 $2.15K - $2.54K
1.01K $352M
Activity Summary
Buys All Purchases 41 New Holdings 4 Increased Positions 37 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
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