Partners In Financial Planning Incresed Positions in Q1 2025

Partners In Financial Planning

  • $498 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VEA
Vanguard Ftse Developed Market

ETFs
54.4K
+ 7.12%
$47.4 - $52.99 $2.58M - $2.88M
819K $41.6B
VTV
Vanguard Value ETF

ETFs
9.7K
+ 3.29%
$167.73 - $179.21 $1.63M - $1.74M
304K $52.6B
BND
Vanguard Bd Index Fd Inc Total

ETFs
11.6K
+ 1.36%
$71.17 - $73.66 $825K - $854K
865K $63.6B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
11.9K
+ 2.84%
$76.94 - $78.28 $917K - $933K
432K $33.8B
BNDX
Vanguard Total International B

ETFs
32K
+ 3.4%
$48.33 - $49.5 $1.54M - $1.58M
972K $47.5B
VCIT
Vanguard Intermediate Term Cor

ETFs
12.3K
+ 18.01%
$79.17 - $82.04 $970K - $1.01M
80.3K $6.57B
MUB
Ishares National Muni Bond ETF

ETFs
9.68K
+ 27.27%
$104.71 - $107.69 $1.01M - $1.04M
45.2K $4.77B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
13.5K
+ 4.51%
$42.5 - $46.71 $573K - $630K
312K $14.1B
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
4.3K
+ 4.21%
$110.75 - $119.78 $476K - $515K
106K $12.3B
VNQ
Vanguard Specialized Funds Van

ETFs
3.27K
+ 2.22%
$85.55 - $94.34 $280K - $309K
151K $13.7B
IAGG
Ishares Tr Core Intl Aggregate

ETFs
5.78K
+ 10.78%
$49.42 - $50.43 $286K - $291K
59.4K $2.97B
GE
General Electric CO

Industrials
396
+ 11.71%
$168.59 - $212.13 $66.8K - $84K
3.78K $756M
ABT
Abbott Laboratories

Healthcare
857
+ 37.46%
$111.1 - $140.22 $95.2K - $120K
3.15K $417M
XOM
Exxon Mobil Corp

Energy
72
+ 0.57%
$105.44 - $118.93 $7.59K - $8.56K
12.6K $1.5B
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
10
+ 0.02%
$59.28 - $66.1 $593 - $661
48.3K $3.07B
CVS
Cvs Health Corp

Healthcare
1
+ 0.02%
$44.22 - $68.64 $44.2 - $68.6
5.91K $400M
PG
Procter & Gamble CO

Consumer Defensive
530
+ 15.2%
$158.56 - $176.26 $84K - $93.4K
4.02K $684M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
200
+ 1.07%
$58.01 - $64.46 $11.6K - $12.9K
18.8K $1.17B
Ferguson Enterprises Inc
920
+ 14.01%
N/A
7.49K $1.2B
CVX
Chevron Corp

Energy
1
+ 0.05%
$146.71 - $167.97 $147 - $168
2.13K $355M
DFAX
Dimensional ETF Tr
51
+ 0.19%
$24.45 - $27.2 $1.25K - $1.39K
26.9K $705M
DFIV
Dimensional ETF Tr

ETFs
16
+ 0.17%
$35.33 - $40.77 $565 - $652
9.46K $372M
MSFT
Microsoft Corp

Technology
350
+ 15.77%
$375.39 - $447.2 $131K - $157K
2.57K $964M
TFC
Truist Financial Corp

Financial Services
1.13K
+ 8.25%
$39.48 - $48.15 $44.5K - $54.3K
14.8K $609M
IWD
Ishares Russell 1000 Val ETF

ETFs
1
+ 0.02%
$182.82 - $196.21 $183 - $196
4.15K $781M
Ge Vernova Inc
98
+ 11.69%
N/A
936 $286M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
127
+ 0.27%
$49.78 - $53.19 $6.32K - $6.76K
47.2K $2.41B
VOE
Vanguard Mid Cap Value Index F

ETFs
7
+ 0.52%
$156.61 - $168.02 $1.1K - $1.18K
1.35K $217M
WMT
Walmart Inc.

Consumer Defensive
123
+ 2.01%
$84.5 - $105.05 $10.4K - $12.9K
6.23K $547M
VOT
Vanguard Mid Cap Growth Index

ETFs
2
+ 0.15%
$237.72 - $276.98 $475 - $554
1.38K $337M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
6
+ 0.11%
$57.21 - $65.8 $343 - $395
5.43K $317M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
43
+ 0.21%
$32.42 - $36.13 $1.39K - $1.55K
20.7K $682M
VO
Vanguard Mid Cap ETF

ETFs
48
+ 0.34%
$251.87 - $277.95 $12.1K - $13.3K
14.3K $3.7B
DFAT
Dimensional ETF Tr U S Target

ETFs
32
+ 0.17%
$50.44 - $58.1 $1.61K - $1.86K
19K $978M
GOOGL
Alphabet Inc.

Communication Services
1
+ 0.04%
$154.33 - $206.19 $154 - $206
2.43K $376M
GOOG
Alphabet Inc.

Communication Services
1
+ 0.04%
$156.06 - $207.71 $156 - $208
2.58K $403M
VV
Vanguard Large Cap ETF

ETFs
13
+ 0.15%
$253.32 - $282.66 $3.29K - $3.67K
8.86K $2.28B
VB
Vanguard Small Cap ETF

ETFs
11
+ 0.16%
$217.89 - $252.64 $2.4K - $2.78K
6.98K $1.55B
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
529
+ 2.07%
$77.33 - $90.16 $40.9K - $47.7K
26.1K $2.04B
VBR
Vanguard Small Cap Value ETF

ETFs
4.71K
+ 5.03%
$183.02 - $207.75 $862K - $979K
98.4K $18.3B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
13
+ 0.12%
$507.05 - $563.67 $6.59K - $7.33K
10.6K $5.46B
VTI
Vanguard Total Stock Market Et

ETFs
158
+ 0.44%
$271.18 - $303.12 $42.8K - $47.9K
36.1K $9.93B
VBK
Vanguard Small Cap Growth ETF

ETFs
1.97K
+ 3.11%
$247.97 - $296.33 $488K - $583K
65.2K $16.4B
VUG
Vanguard Growth ETF

ETFs
1.05K
+ 0.73%
$369.1 - $427.61 $386K - $447K
145K $53.6B
Activity Summary
Buys All Purchases 47 New Holdings 2 Increased Positions 45 Sells All Sells 22 Reductions 22 Sold out 0 Options Calls 0 Puts 0
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