Grand Wealth Management, LLC Sells in Q2 2025

Grand Wealth Management, LLC

  • $180 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AVIG
American Centy ETF Tr Avantis

ETFs
-10.6K
- 23.95%
$40.41 - $41.62 $428K - $440K
33.6K $1.4M
MUB
Ishares National Muni Bond ETF

ETFs
-2.61K
- 12.91%
$102.31 - $105.8 $267K - $276K
17.6K $1.84M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
-3.65K
- 17.77%
$50.09 - $51.09 $183K - $186K
16.9K $863K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-2.82K
- 14.25%
$51.68 - $52.76 $145K - $149K
16.9K $894K
DFAR
Dimensional ETF Tr Dimensional

ETFs
-2.6K
- 1.63%
$20.99 - $23.93 $54.6K - $62.2K
157K $3.67M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-1.61K
- 2.5%
$77.94 - $79.5 $125K - $128K
62.8K $5M
IEMG
Ishares Inc

ETFs
-1.57K
- 2.17%
N/A
70.5K $3.78M
DFAU
Dimensional ETF Tr

ETFs
-1.69K
- 62.11%
$34.04 - $42.36 $57.5K - $71.6K
1.03K $43K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-1.04K
- 16.0%
$49.57 - $50.27 $51.5K - $52.2K
5.45K $274K
AVSU
American Centy ETF Tr Avantis

ETFs
-691
- 42.52%
$55.22 - $68.6 $38.2K - $47.4K
934 $64K
VTV
Vanguard Value ETF

ETFs
-135
- 23.73%
$153.67 - $176.74 $20.7K - $23.9K
434 $76K
AVUV
American Centy ETF Tr Avantis

ETFs
-329
- 9.91%
$75.17 - $91.21 $24.7K - $30K
2.99K $272K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-45
- 48.39%
$152.42 - $182.82 $6.86K - $8.23K
48 $8K
IVW
Ishares S&P 500 Growth ETF

ETFs
-73
- 48.99%
$82.96 - $110.1 $6.06K - $8.04K
76 $8K
VBK
Vanguard Small Cap Growth ETF

ETFs
-27
- 22.88%
$219.76 - $276.94 $5.93K - $7.48K
91 $25K
VUG
Vanguard Growth ETF

ETFs
-52
- 16.2%
$329.49 - $438.4 $17.1K - $22.8K
269 $117K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
-86
- 0.87%
$24.66 - $25.17 $2.12K - $2.16K
9.81K $246K
DFSI
Dimensional ETF Tr Dimen Intl
-186
- 1.24%
N/A
14.9K $0
VBR
Vanguard Small Cap Value ETF

ETFs
-43
- 2.42%
$162.76 - $195.77 $7K - $8.42K
1.73K $337K
IEFA
Ishares Tr

ETFs
-428
- 6.05%
$67.83 - $84.09 $29K - $36K
6.65K $554K
MSFT
Microsoft Corp

Technology
-92
- 6.87%
$354.56 - $497.45 $32.6K - $45.8K
1.25K $620K
VTI
Vanguard Total Stock Market Et

ETFs
-66
- 1.36%
$243.75 - $303.93 $16.1K - $20.1K
4.77K $1.45M
AVDE
American Centy ETF Tr Avantis

ETFs
-22.4K
- 7.8%
$59.32 - $74.36 $1.33M - $1.67M
265K $19.6M
AVEM
American Centy ETF Tr Avantis

ETFs
-11.7K
- 7.09%
$53.08 - $68.54 $624K - $805K
154K $10.6M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-333
- 0.67%
$108.12 - $135.04 $36K - $45K
49.4K $6.67M
DFIC
Dimensional ETF Tr Dimensional

ETFs
-4.8K
- 1.92%
$24.94 - $31.15 $120K - $149K
245K $7.63M
DFAX
Dimensional ETF Tr
-26.8K
- 5.01%
$23.37 - $29.39 $626K - $788K
508K $14.9M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-66.4K
- 3.15%
$29.12 - $35.84 $1.93M - $2.38M
2.05M $73.3M
Activity Summary
Buys All Purchases 20 New Holdings 6 Increased Positions 14 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 0
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