Wrenne Financial Planning LLC Purchases and Sells in Q1 2025

Wrenne Financial Planning LLC

$188 Billion
Q1 2025

Top Buys

Incresed Positions

29 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VEU	40.4K + 8.88%	$56.51 - $62.98 $2.28M - $2.54M	495K $30B
BND	20.3K + 12.82%	$71.17 - $73.66 $1.45M - $1.5M	179K $13.2B
VNQ	12.7K + 9.75%	$85.55 - $94.34 $1.09M - $1.2M	143K $13B
VWO	20.3K + 11.56%	$42.5 - $46.71 $863K - $949K	196K $8.87B
VXUS	8.73K + 6.58%	$58.01 - $64.46 $506K - $562K	141K $8.78B
VTI	10.7K + 7.48%	$271.18 - $303.12 $2.9M - $3.25M	154K $42.3B

New Holdings

5 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VANGUARD INSTL INDEX FD	26.5K New	N/A	26.5K $2B
SPY	415 New	$551.42 - $612.93 $229K - $254K	415 $232M
XOM	1.82K New	$105.44 - $118.93 $192K - $217K	1.82K $217M
V	605 New	$306.92 - $362.71 $186K - $219K	605 $212M
SDY	1.48K New	$128.74 - $138.67 $191K - $205K	1.48K $201M

Top Sells

Reduced Positions

7 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPYG	-151 - 0.55%	$80.05 - $92.39 $12.1K - $14K	27.1K $2.18B
SLYG	-954 - 23.54%	$80.73 - $94.96 $77K - $90.6K	3.1K $257M
SPTM	-70 - 0.28%	$67.03 - $74.61 $4.69K - $5.22K	25.3K $1.72B
SPYV	-1.54K - 3.4%	$49.78 - $53.19 $76.6K - $81.9K	43.7K $2.23B
DES	-1 - 0.02%	$31.63 - $35.22 $31.6 - $35.2	6.5K $208M
JPM	-37 - 3.0%	$225.19 - $279.95 $8.33K - $10.4K	1.2K $294M

Activity Summary All Purchases 34 New Holdings 5 Increased Positions 29 All Sells 7 Reductions 7 Sold out 0 Calls 0 Puts 0

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