Vestia Personal Wealth Advisors Sells in Q2 2025

Vestia Personal Wealth Advisors

  • $146 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
-5.76K
- 4.74%
$46.77 - $47.89 $269K - $276K
116K $5.49B
VTV
Vanguard Value ETF

ETFs
-263
- 13.99%
$153.67 - $176.74 $40.4K - $46.5K
1.62K $286M
KO
Coca Cola CO

Consumer Defensive
-353
- 9.01%
$68.37 - $73.9 $24.1K - $26.1K
3.57K $251M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-382
- 6.48%
$83.54 - $100.04 $31.9K - $38.2K
5.51K $548M
Fidelity Enhanced Large Cap Value ETF
-1.19K
- 3.28%
N/A
34.9K $1.11B
VBR
Vanguard Small Cap Value ETF

ETFs
-56
- 3.67%
$162.76 - $195.77 $9.11K - $11K
1.47K $287M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-215
- 3.25%
$35.35 - $42.68 $7.6K - $9.18K
6.41K $273M
COST
Costco Wholesale Corp

Consumer Defensive
-5
- 2.17%
$908.13 - $1056.85 $4.54K - $5.28K
225 $223M
IJAN
Innovator Etfs Tr Intl Dev Pwr
-485
- 4.22%
N/A
11K $377M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-63
- 0.56%
$45.11 - $52.34 $2.84K - $3.3K
11.3K $590M
SCHK
Schwab Strategic Tr 1000 Index

ETFs
-73
- 0.9%
$23.87 - $29.82 $1.74K - $2.18K
8.04K $240M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-164
- 5.68%
$104.23 - $134.39 $17.1K - $22K
2.72K $366M
IVW
Ishares S&P 500 Growth ETF

ETFs
-60
- 2.34%
$82.96 - $110.1 $4.98K - $6.61K
2.5K $275M
XBAP
Innovator ETF Tr Us Equity Acc
-61
- 0.25%
$32.27 - $36.65 $1.97K - $2.24K
24.3K $895M
SPY
Spdr S&P 500 ETF Trust

ETFs
-80
- 5.05%
$496.48 - $617.85 $39.7K - $49.4K
1.5K $929M
IVV
Ishares Core S&P 500 ETF

ETFs
-16
- 1.77%
$498.8 - $620.9 $7.98K - $9.93K
888 $552M
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
-1.1K
- 2.92%
$41.3 - $47.0 $45.2K - $51.5K
36.4K $1.71B
DFIC
Dimensional ETF Tr Dimensional

ETFs
-44.1K
- 10.16%
$24.94 - $31.15 $1.1M - $1.37M
390K $12.1B
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
-80
- 0.56%
$28.98 - $37.18 $2.32K - $2.97K
14.1K $525M
TSLA
Tesla, Inc.

Consumer Cyclical
-232
- 8.06%
$221.86 - $362.89 $51.5K - $84.2K
2.65K $840M
ORCL
Oracle Corp

Technology
-187
- 10.49%
$122.82 - $218.63 $23K - $40.9K
1.6K $349M
AVGO
Broadcom Inc.

Technology
-20
- 1.01%
$146.29 - $275.65 $2.93K - $5.51K
1.97K $543M
DFAT
Dimensional ETF Tr U S Target

ETFs
-1.63K
- 0.86%
$44.8 - $53.97 $72.9K - $87.8K
188K $10.1B
Activity Summary
Buys All Purchases 65 New Holdings 6 Increased Positions 59 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
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