Glassman Wealth Services Purchases and Sells in Q2 2025

Glassman Wealth Services

$650 Million
Q2 2025

Top Buys

Incresed Positions

32 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VOO	175 + 0.06%	$456.74 - $568.03 $79.9K - $99.4K	282K $160M
VEU	33.6K + 3.19%	$54.19 - $67.22 $1.82M - $2.26M	1.09M $73.1M
DFAX	77.1K + 4.31%	$23.37 - $29.39 $1.8M - $2.27M	1.87M $54.8M
DFAC	81.7K + 5.9%	$29.12 - $35.84 $2.38M - $2.93M	1.47M $52.5M
FNDX	74.5K + 1.64%	$20.84 - $24.54 $1.55M - $1.83M	4.62M $113M
DGRW	22.5K + 2.77%	$71.28 - $83.74 $1.6M - $1.88M	832K $69.7M

New Holdings

10 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GVI	1.04K New	$104.82 - $106.79 $109K - $111K	1.04K $110K
URNM	678 New	$28.15 - $47.93 $19.1K - $32.5K	678 $32K
AVDE	336 New	$59.32 - $74.36 $19.9K - $25K	336 $24K
PBW	572 New	$13.42 - $20.22 $7.68K - $11.6K	572 $11K
IGSB	202 New	$51.68 - $52.76 $10.4K - $10.7K	202 $10K
AVEM	120 New	$53.08 - $68.54 $6.37K - $8.22K	120 $8K

Top Sells

Reduced Positions

35 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VTEB	-42.4K - 29.52%	$48.13 - $49.85 $2.04M - $2.11M	101K $4.97M
VTV	-651 - 19.86%	$153.67 - $176.74 $100K - $115K	2.63K $464K
CIBR	-678 - 98.26%	$57.46 - $75.58 $39K - $51.2K	12 $0
ITOT	-503 - 22.58%	$108.12 - $135.04 $54.4K - $67.9K	1.73K $232K
VO	-190 - 16.07%	$228.54 - $279.83 $43.4K - $53.2K	992 $277K
DFUS	-847 - 17.86%	$53.65 - $67.02 $45.4K - $56.8K	3.9K $261K

Activity Summary All Purchases 42 New Holdings 10 Increased Positions 32 All Sells 35 Reductions 35 Sold out 0 Calls 0 Puts 0

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