Wealth Management Nebraska Purchases and Sells in Q2 2025

Wealth Management Nebraska

$740 Billion
Q2 2025

Top Buys

Incresed Positions

35 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AVSC	139K + 20.16%	$42.39 - $51.76 $5.89M - $7.19M	828K $75.5B
DIMENSIONAL ETF TRUST	88.3K + 22.13%	N/A	488K $32.6B
DFAS	102K + 18.45%	$52.31 - $63.72 $5.35M - $6.52M	657K $40.6B
DFUS	34.9K + 5.09%	$53.65 - $67.02 $1.87M - $2.34M	721K $48.1B
AVLV	65.8K + 10.6%	$56.85 - $68.21 $3.74M - $4.49M	686K $46.7B
DFIV	51.7K + 4.67%	$34.67 - $43.21 $1.79M - $2.24M	1.16M $49.6B

New Holdings

15 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VYM	13.6K New	$114.78 - $133.31 $1.56M - $1.81M	13.6K $1.8B
QQQM	6.77K New	$171.4 - $227.1 $1.16M - $1.54M	6.77K $1.53B
GLDM	15.8K New	$58.96 - $67.97 $934K - $1.08M	15.8K $1.03B
SPY	1.6K New	$496.48 - $617.85 $796K - $990K	1.6K $986M
BIV	6.77K New	$75.05 - $77.34 $508K - $523K	6.77K $522M
GLD	1.5K New	$273.71 - $316.29 $411K - $474K	1.5K $452M

Top Sells

Reduced Positions

19 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VCSH	-16.8K - 7.32%	$77.94 - $79.5 $1.31M - $1.34M	213K $16.9B
AGG	-6.85K - 76.06%	$96.84 - $99.46 $663K - $681K	2.16K $211M
QQQ	-1.03K - 40.16%	$416.06 - $551.64 $430K - $570K	1.54K $845M
BND	-3.45K - 22.84%	$72.02 - $73.82 $248K - $255K	11.7K $855M
VTI	-932 - 16.89%	$243.75 - $303.93 $227K - $283K	4.59K $1.39B
VCIT	-2.72K - 1.87%	$79.56 - $82.92 $217K - $226K	143K $11.8B

Activity Summary All Purchases 50 New Holdings 15 Increased Positions 35 All Sells 19 Reductions 19 Sold out 0 Calls 0 Puts 0

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