Archetype Wealth Partners Sells in Q2 2025

Archetype Wealth Partners

  • $721 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-77.4K
- 38.4%
$114.78 - $133.31 $8.88M - $10.3M
124K $16.5M
MUB
Ishares National Muni Bond ETF

ETFs
-71.2K
- 9.85%
$102.31 - $105.8 $7.29M - $7.54M
652K $68.1M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-31.8K
- 20.22%
$77.94 - $79.5 $2.48M - $2.53M
125K $9.96M
VCIT
Vanguard Intermediate Term Cor

ETFs
-30.1K
- 5.11%
$79.56 - $82.92 $2.4M - $2.5M
559K $46.4M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-17.3K
- 2.03%
$72.02 - $73.82 $1.25M - $1.28M
836K $61.6M
MGV
Vanguard Mega Cap Value

ETFs
-5.29K
- 55.92%
$114.87 - $131.25 $608K - $694K
4.17K $547K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-37.9K
- 6.12%
$10.78 - $11.28 $409K - $428K
582K $6.47M
AAPL
Apple Inc.

Technology
-443
- 3.0%
$172.42 - $223.89 $76.4K - $99.2K
14.3K $2.94M
VIG
Vanguard Dividend Appreciation

ETFs
-1.3K
- 34.47%
N/A
2.47K $506K
NZF
Nuveen Municipal Credit Income Fund

Financial Services
-16.4K
- 28.05%
$11.34 - $12.35 $186K - $203K
42.2K $503K
NAD
Nuveen Quality Municipal Income Fund

Financial Services
-16.5K
- 27.31%
$10.78 - $11.57 $178K - $191K
44K $496K
REET
Ishares Global Reit ETF

ETFs
-7.17K
- 5.24%
$21.59 - $25.16 $155K - $180K
130K $3.21M
SPY
Spdr S&P 500 ETF Trust

ETFs
-8.87K
- 9.61%
$496.48 - $617.85 $4.4M - $5.48M
83.4K $51.5M
MRK
Merck & Co., Inc.

Healthcare
-261
- 6.95%
$73.47 - $87.12 $19.2K - $22.7K
3.49K $276K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
-3.89K
- 6.62%
$10.29 - $11.24 $40K - $43.7K
54.8K $599K
VTV
Vanguard Value ETF

ETFs
-227
- 11.03%
$153.67 - $176.74 $34.9K - $40.1K
1.83K $324K
SHV
Ishares Tr

ETFs
-201
- 2.06%
$110.06 - $110.46 $22.1K - $22.2K
9.57K $1.06M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-738
- 5.05%
$152.93 - $181.74 $113K - $134K
13.9K $2.52M
JUST
Goldman Sachs ETF Tr Just Us L

ETFs
-460
- 11.62%
$70.34 - $87.93 $32.4K - $40.4K
3.5K $308K
RWO
Spdr Dow Jones Global Real Est

ETFs
-143
- 0.85%
$38.85 - $45.0 $5.56K - $6.44K
16.7K $738K
IVE
Ishares S&P 500 Value ETF

ETFs
-18
- 1.08%
$168.34 - $195.42 $3.03K - $3.52K
1.65K $323K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-73
- 0.49%
$43.28 - $50.37 $3.16K - $3.68K
14.8K $742K
CMI
Cummins Inc

Industrials
-11
- 1.09%
$267.12 - $336.65 $2.94K - $3.7K
998 $327K
DGRO
Ishares Core Dividend Growth E

ETFs
-3.81K
- 3.15%
$55.22 - $63.94 $210K - $244K
117K $7.48M
NUMG
Nuveen Esg Mid Cap Growth ETF

ETFs
-177
- 3.55%
$37.77 - $48.45 $6.69K - $8.58K
4.8K $233K
HYG
Ishares Tr

ETFs
-8
- 0.07%
$75.75 - $80.65 $606 - $645
12.3K $989K
FEX
First Tr Large Cap Core Alphde

ETFs
-226
- 3.52%
$90.17 - $109.96 $20.4K - $24.9K
6.19K $680K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-156
- 4.22%
$101.97 - $126.75 $15.9K - $19.8K
3.54K $449K
IVV
Ishares Core S&P 500 ETF

ETFs
-14
- 1.52%
$498.8 - $620.9 $6.98K - $8.69K
906 $563K
PM
Philip Morris International Inc.

Consumer Defensive
-48
- 1.9%
$149.23 - $184.95 $7.16K - $8.88K
2.48K $451K
INTU
Intuit Inc

Technology
-30
- 6.96%
$544.07 - $787.63 $16.3K - $23.6K
401 $316K
IAU
Ishares Gold Trust

ETFs
-11.1K
- 5.06%
$56.1 - $64.74 $622K - $718K
208K $13M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-400
- 2.93%
$55.54 - $69.09 $22.2K - $27.6K
13.2K $915K
META
Meta Platforms, Inc.

Communication Services
-5
- 0.87%
$484.66 - $738.09 $2.42K - $3.69K
571 $421K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-1.1K
- 2.83%
$41.45 - $54.46 $45.6K - $59.9K
37.7K $1.96M
VGT
Vanguard Information Technolog

ETFs
-19
- 1.16%
$470.37 - $663.28 $8.94K - $12.6K
1.62K $1.08M
VB
Vanguard Small Cap ETF

ETFs
-827
- 2.67%
$193.73 - $237.37 $160K - $196K
30.1K $7.14M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-6.12K
- 3.72%
$65.84 - $80.81 $403K - $495K
159K $12.7M
VO
Vanguard Mid Cap ETF

ETFs
-504
- 1.23%
$228.54 - $279.83 $115K - $141K
40.6K $11.4M
GLD
Spdr Gold Trust

ETFs
-531
- 0.78%
$273.71 - $316.29 $145K - $168K
67.4K $20.6M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-8.06K
- 4.11%
$456.74 - $568.03 $3.68M - $4.58M
188K $107M
Activity Summary
Buys All Purchases 52 New Holdings 8 Increased Positions 44 Sells All Sells 42 Reductions 42 Sold out 0 Options Calls 0 Puts 0
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