Daner Wealth Management, LLC Purchases and Sells in Q2 2025

Daner Wealth Management, LLC

$145 Billion
Q2 2025

Top Buys

Incresed Positions

20 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GTO	38.3K + 54.42%	$45.73 - $47.2 $1.75M - $1.81M	109K $5.11B
VTI	4.39K + 351.28%	$243.75 - $303.93 $1.07M - $1.33M	5.64K $1.78B
VANGUARD MALVERN FDS	7.33K + 161.31%	N/A	11.9K $919M
GSY	8.95K + 9.03%	$49.98 - $50.26 $447K - $450K	108K $5.43B
NVDA	1.52K + 47.8%	$94.31 - $157.99 $143K - $240K	4.7K $861M
MSFT	424 + 83.79%	$354.56 - $497.45 $150K - $211K	930 $492M

New Holdings

27 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VUSB	15.8K New	N/A	15.8K $787M
IDMO	13.1K New	$39.69 - $51.24 $521K - $672K	13.1K $691M
IPKW	12.2K New	$38.78 - $49.2 $475K - $603K	12.2K $632M
ARISTA NETWORKS INC	2.6K New	N/A	2.6K $367M
JPM	945 New	$210.28 - $289.91 $199K - $274K	945 $277M
TMUS	1.08K New	$220.99 - $268.54 $238K - $289K	1.08K $272M

Top Sells

Reduced Positions

24 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VV	-9.17K - 17.42%	$228.25 - $285.3 $2.09M - $2.62M	43.5K $12.9B
OMFL	-42.4K - 14.77%	$48.43 - $57.78 $2.05M - $2.45M	245K $14.5B
DFAC	-39.2K - 7.73%	$29.12 - $35.84 $1.14M - $1.4M	468K $17.4B
JPST	-8.96K - 29.27%	$50.36 - $50.68 $451K - $454K	21.6K $1.1B
DIMENSIONAL ETF TRUST	-6.4K - 24.37%	N/A	19.9K $1.08B
VO	-1.73K - 4.9%	$228.54 - $279.83 $394K - $483K	33.5K $9.58B

Activity Summary All Purchases 47 New Holdings 27 Increased Positions 20 All Sells 24 Reductions 24 Sold out 0 Calls 0 Puts 0

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