Vsm Wealth Advisory, LLC VAN SHT TX EXPT BND Transaction History

Vsm Wealth Advisory, LLC

  • $303 Billion
  • Q2 2025
Number of Shares
4,968
Previous 3,494 42.19%
Holding current value
$501 Million
Previous $351 Million 42.78%
% of portfolio
0.17%
Previous 0.13%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 11, 2025
BUY
N/A
1,474 Added 42.19%
4,968 $501 Million
Q1 2025

May 05, 2025
BUY
N/A
335 Added 10.6%
3,494 $351 Million
Q4 2024

Feb 10, 2025
BUY
N/A
3,159 New
3,159 $317 Million
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