Diversified Portfolios, Inc. Purchases and Sells in Q2 2025

Diversified Portfolios, Inc.

$851 Million
Q2 2025

Top Buys

Incresed Positions

78 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VTI	9.3K + 2.15%	$243.75 - $303.93 $2.27M - $2.83M	443K $135M
AVDE	71.7K + 9.71%	$59.32 - $74.36 $4.25M - $5.33M	810K $60M
AVEM	56.9K + 13.63%	$53.08 - $68.54 $3.02M - $3.9M	475K $32.5M
DFSD	108K + 13.03%	$47.09 - $48.01 $5.07M - $5.16M	933K $44.8M
IWV	4.06K + 7.54%	$281.67 - $351.0 $1.14M - $1.42M	57.8K $20.3M
DFSV	89.1K + 20.08%	$24.21 - $29.47 $2.16M - $2.63M	533K $15.7M

New Holdings

23 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VTEB	88.6K New	$48.13 - $49.85 $4.26M - $4.42M	88.6K $4.34M
HYMB	81.5K New	$24.14 - $25.43 $1.97M - $2.07M	81.5K $2.02M
AVLV	7.66K New	$56.85 - $68.21 $436K - $523K	7.66K $522K
DFCF	9.91K New	$41.1 - $42.37 $407K - $420K	9.91K $418K
NVDA	2.47K New	$94.31 - $157.99 $233K - $390K	2.47K $390K
JAAA	7.33K New	$49.79 - $50.75 $365K - $372K	7.33K $372K

Top Sells

Reduced Positions

47 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FLOT	-235K - 31.97%	$50.1 - $51.02 $11.8M - $12M	501K $25.6M
IUSB	-74.7K - 16.4%	$45.12 - $46.23 $3.37M - $3.45M	381K $17.6M
BIL	-26.9K - 40.64%	$91.43 - $91.74 $2.46M - $2.46M	39.2K $3.6M
BSV	-27.6K - 12.8%	$77.74 - $78.78 $2.15M - $2.18M	188K $14.8M
ICSH	-26.7K - 2.36%	$50.48 - $50.71 $1.35M - $1.35M	1.1M $56M
SMB	-64.9K - 69.78%	$16.86 - $17.26 $1.09M - $1.12M	28.1K $485K

Activity Summary All Purchases 101 New Holdings 23 Increased Positions 78 All Sells 47 Reductions 47 Sold out 0 Calls 0 Puts 0

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