Grand Wealth Management, LLC Purchases and Sells in Q2 2025

Grand Wealth Management, LLC

$180 Million
Q2 2025

Top Buys

Incresed Positions

14 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AVUS	7.82K + 6.08%	$81.38 - $100.82 $637K - $789K	136K $13.8M
DFEM	6.09K + 5.29%	$23.4 - $29.68 $142K - $181K	121K $3.59M
VTEB	10.4K + 21.0%	$48.13 - $49.85 $500K - $518K	59.9K $2.94M
DFAT	94 + 0.54%	$44.8 - $53.97 $4.21K - $5.07K	17.6K $949K
ESML	191 + 3.25%	$33.46 - $41.33 $6.39K - $7.89K	6.07K $250K
EAGG	280 + 1.26%	$46.41 - $47.7 $13K - $13.4K	22.5K $1.07M

New Holdings

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CVX	2.02K New	$133.73 - $168.51 $270K - $341K	2.02K $289K
ETN	660 New	$246.52 - $356.99 $163K - $236K	660 $235K
FREL	7.73K New	$24.18 - $27.61 $187K - $213K	7.73K $209K
XOM	1.9K New	$99.93 - $119.04 $190K - $227K	1.9K $205K
DFAE	1.59K New	$22.87 - $28.95 $36.4K - $46K	1.59K $46K
DIMENSIONAL ETF TRUST	26.8K New	N/A	26.8K $0

Top Sells

Reduced Positions

29 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AVIG	-10.6K - 23.95%	$40.41 - $41.62 $428K - $440K	33.6K $1.4M
MUB	-2.61K - 12.91%	$102.31 - $105.8 $267K - $276K	17.6K $1.84M
IAGG	-3.65K - 17.77%	$50.09 - $51.09 $183K - $186K	16.9K $863K
IGSB	-2.82K - 14.25%	$51.68 - $52.76 $145K - $149K	16.9K $894K
DFAR	-2.6K - 1.63%	$20.99 - $23.93 $54.6K - $62.2K	157K $3.67M
VCSH	-1.61K - 2.5%	$77.94 - $79.5 $125K - $128K	62.8K $5M

Activity Summary All Purchases 20 New Holdings 6 Increased Positions 14 All Sells 29 Reductions 29 Sold out 0 Calls 0 Puts 0

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