Charis Legacy Partners, LLC Purchases and Sells in Q1 2025

Charis Legacy Partners, LLC

$52.8 Billion
Q1 2025

Top Buys

Incresed Positions

11 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VOO	4.92K + 25.68%	$507.05 - $563.67 $2.5M - $2.77M	24.1K $12.4B
VXUS	1.22K + 0.81%	$58.01 - $64.46 $70.8K - $78.7K	152K $9.41B
VEU	3.22K + 11.53%	$56.51 - $62.98 $182K - $203K	31.2K $1.89B
KLAC	200 + 10.79%	$636.62 - $777.63 $127K - $156K	2.05K $1.4B
VEA	2.13K + 6.04%	$47.4 - $52.99 $101K - $113K	37.3K $1.9B
AAPL	825 + 20.15%	$209.68 - $247.1 $173K - $204K	4.92K $1.09B

New Holdings

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SCHD	22K New	$27.01 - $28.54 $595K - $629K	22K $616M
VB	2.37K New	$217.89 - $252.64 $516K - $598K	2.37K $525M
ABBV	1.85K New	$169.2 - $216.66 $313K - $400K	1.85K $387M
VSS	3.32K New	$110.75 - $119.78 $367K - $397K	3.32K $383M
IMTB	7.1K New	$41.91 - $43.46 $298K - $309K	7.1K $308M
IDEV	3.71K New	$63.77 - $71.36 $237K - $265K	3.71K $256M

Top Sells

Reduced Positions

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BND	-12.8K - 22.55%	$71.17 - $73.66 $910K - $942K	43.9K $3.23B
VXF	-956 - 3.58%	$170.36 - $201.04 $163K - $192K	25.7K $4.43B
BNDX	-5.75K - 15.47%	$48.33 - $49.5 $278K - $285K	31.4K $1.54B
USFR	-2.57K - 35.37%	$50.29 - $50.5 $129K - $130K	4.69K $236M
RSP	-4 - 0.03%	$169.43 - $182.84 $678 - $731	14K $2.42B
VGSH	-240 - 2.77%	$58.07 - $58.69 $13.9K - $14.1K	8.42K $494M

Activity Summary All Purchases 17 New Holdings 6 Increased Positions 11 All Sells 6 Reductions 6 Sold out 0 Calls 0 Puts 0

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