Fonville Wealth Management LLC Sells in Q2 2025

Fonville Wealth Management LLC

  • $395 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SHV
Ishares Tr

ETFs
-3.25K
- 19.58%
$110.06 - $110.46 $358K - $359K
13.4K $1.47B
SLQD
Ishares 0 5 Year Investment Gr

ETFs
-4.16K
- 7.85%
$49.79 - $50.59 $207K - $210K
48.8K $2.47B
YELP
Yelp Inc

Communication Services
-3K
- 30.19%
$32.56 - $40.93 $97.7K - $123K
6.94K $238M
ABBV
Abb Vie Inc.

Healthcare
-430
- 23.96%
$170.16 - $206.27 $73.2K - $88.7K
1.37K $253M
SUB
Ishares Short Term National Mu

ETFs
-1.31K
- 4.59%
$104.77 - $106.34 $137K - $139K
27.2K $2.89B
XOM
Exxon Mobil Corp

Energy
-35
- 0.37%
$99.93 - $119.04 $3.5K - $4.17K
9.41K $1.01B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-1.26K
- 24.28%
$77.94 - $79.5 $97.9K - $99.9K
3.92K $311M
SPSB
Spdr Portfolio Short Term Corp

ETFs
-2.67K
- 5.99%
$29.82 - $30.19 $79.5K - $80.5K
41.8K $1.26B
PG
Procter & Gamble CO

Consumer Defensive
-103
- 6.6%
$157.66 - $172.39 $16.2K - $17.8K
1.46K $232M
ACN
Accenture PLC

Technology
-24
- 1.9%
$279.23 - $323.21 $6.7K - $7.76K
1.24K $371M
DFAR
Dimensional ETF Tr Dimensional

ETFs
-117
- 0.57%
$20.99 - $23.93 $2.46K - $2.8K
20.4K $478M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-147
- 0.98%
$51.68 - $52.76 $7.6K - $7.76K
14.9K $784M
JAGG
Jpmorgan Tr Us Aggregate Bond

ETFs
-29
- 0.5%
N/A
5.82K $269M
DVY
Ishares Tr

ETFs
-137
- 2.88%
$118.37 - $134.86 $16.2K - $18.5K
4.63K $615M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-83
- 15.17%
$416.06 - $551.64 $34.5K - $45.8K
464 $256M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-1.25K
- 2.19%
$36.25 - $42.28 $45.3K - $52.9K
55.8K $2.36B
VGT
Vanguard Information Technolog

ETFs
-256
- 15.96%
$470.37 - $663.28 $120K - $170K
1.35K $894M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-435
- 2.1%
$23.55 - $27.67 $10.2K - $12K
20.3K $560M
DIS
Walt Disney CO

Communication Services
-277
- 11.48%
$81.72 - $124.01 $22.6K - $34.4K
2.14K $265M
EFV
Msci Eafe Value ETF

ETFs
-153
- 0.92%
$52.4 - $64.65 $8.02K - $9.89K
16.5K $1.05B
EEM
Ishares Msci Emerging Markets

ETFs
-518
- 3.89%
$38.52 - $48.28 $20K - $25K
12.8K $617M
IVE
Ishares S&P 500 Value ETF

ETFs
-239
- 3.26%
$168.34 - $195.42 $40.2K - $46.7K
7.1K $1.39B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-485
- 2.78%
$114.78 - $133.31 $55.7K - $64.7K
17K $2.26B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-431
- 0.81%
$17.76 - $22.1 $7.65K - $9.53K
52.7K $1.16B
IWM
Ishares Russell 2000 ETF

ETFs
-224
- 3.13%
$174.82 - $215.79 $39.2K - $48.3K
6.94K $1.5B
SCHA
Schwab Strategic Tr Us Small C

ETFs
-883
- 1.81%
$20.42 - $25.3 $18K - $22.3K
48K $1.21B
VIG
Vanguard Dividend Appreciation

ETFs
-258
- 1.53%
N/A
16.6K $3.4B
SCHC
Schwab Strategic Tr Intl Small

ETFs
-1.21K
- 3.28%
$32.41 - $42.59 $39.2K - $51.4K
35.7K $1.52B
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-501
- 0.81%
$19.1 - $23.83 $9.57K - $11.9K
61.1K $1.46B
IWV
Ishares Russell 3000 ETF

ETFs
-72
- 0.98%
$281.67 - $351.0 $20.3K - $25.3K
7.31K $2.57B
IVW
Ishares S&P 500 Growth ETF

ETFs
-189
- 0.74%
$82.96 - $110.1 $15.7K - $20.8K
25.3K $2.78B
VB
Vanguard Small Cap ETF

ETFs
-336
- 0.79%
$193.73 - $237.37 $65.1K - $79.8K
42.4K $10.1B
Activity Summary
Buys All Purchases 71 New Holdings 10 Increased Positions 61 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 0
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