Harpswell Capital Advisors, LLC Purchases in Q3 2025

Harpswell Capital Advisors, LLC

  • $104 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
574K
New
$64.58 - $69.94 $37.1M - $40.1M
574K $39.8M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
132K
New
$109.47 - $119.06 $14.5M - $15.7M
132K $15.7M
CGDV
Capital Group Divid Value ETF

ETFs
172K
New
$39.59 - $42.21 $6.83M - $7.28M
172K $7.25M
CGGR
Capital Group Growth ETF Shs C

ETFs
132K
New
$40.2 - $44.58 $5.31M - $5.89M
132K $5.8M
VT
Vanguard Total World Stk Index

ETFs
40.1K
New
$128.41 - $138.03 $5.15M - $5.54M
40.1K $5.53M
EDV
Vanguard Extended Duration Tre

ETFs
60.4K
New
$63.28 - $69.5 $3.82M - $4.2M
60.4K $4.13M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
26.9K
New
$133.48 - $144.38 $3.59M - $3.89M
26.9K $3.84M
BND
Vanguard Bd Index Fd Inc Total

ETFs
50.5K
New
$72.57 - $74.72 $3.67M - $3.78M
50.5K $3.76M
CATH
Global X Fds Global X S&P 500

ETFs
22.8K
New
$75.38 - $81.32 $1.72M - $1.85M
22.8K $1.85M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
16.8K
New
$83.08 - $100.2 $1.39M - $1.68M
16.8K $1.68M
MGV
Vanguard Mega Cap Value

ETFs
8.54K
New
$129.46 - $137.85 $1.11M - $1.18M
8.54K $1.18M
VEU
Vanguard Ftse All World Ex Us

ETFs
15.6K
New
$66.38 - $71.68 $1.04M - $1.12M
15.6K $1.11M
VBR
Vanguard Small Cap Value ETF

ETFs
5.09K
New
$195.41 - $212.37 $994K - $1.08M
5.09K $1.06M
VEA
Vanguard Ftse Developed Market

ETFs
17.5K
New
$56.02 - $60.3 $979K - $1.05M
17.5K $1.05M
VTV
Vanguard Value ETF

ETFs
5.03K
New
$175.51 - $186.57 $882K - $938K
5.03K $937K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
11K
New
$79.76 - $85.78 $877K - $944K
11K $931K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
10K
New
$82.42 - $87.03 $824K - $870K
10K $870K
IVV
Ishares Core S&P 500 ETF

ETFs
1.12K
New
$620.67 - $670.08 $695K - $750K
1.12K $748K
CEFA
Global X Fds
20K
New
$33.82 - $36.1 $676K - $722K
20K $720K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
16K
New
$42.43 - $45.05 $679K - $721K
16K $704K
DVY
Ishares Tr

ETFs
4K
New
$133.88 - $142.57 $536K - $570K
4K $568K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
11.3K
New
$46.86 - $48.27 $528K - $544K
11.3K $541K
VOE
Vanguard Mid Cap Value Index F

ETFs
2.7K
New
$164.63 - $174.58 $445K - $471K
2.7K $471K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
683
New
$567.77 - $614.76 $388K - $420K
683 $418K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
4.01K
New
$97.75 - $100.75 $392K - $404K
4.01K $402K
VNQ
Vanguard Specialized Funds Van

ETFs
4.03K
New
$88.47 - $93.24 $357K - $376K
4.03K $368K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
4.17K
New
$62.09 - $66.51 $259K - $278K
4.17K $272K
NULV
Nuveen Esg Large Cap Value ETF

ETFs
5.55K
New
$41.5 - $43.83 $230K - $243K
5.55K $243K
MGK
Vanguard Mega Cap Growth ETF

ETFs
500
New
$362.31 - $405.74 $181K - $203K
500 $201K
NEP
Nextera Energy Partners, LP

Utilities
13.2K
New
N/A
13.2K $119K
DNP
Dnp Select Income Fund Inc

Financial Services
10K
New
$9.65 - $10.02 $96.5K - $100K
10K $100K
CLPR
Clipper Realty Inc.

Real Estate
18.9K
New
$3.44 - $4.48 $65K - $84.7K
18.9K $72K
DIVD
Ea Ser Tr
12K
New
N/A
12K $0
Capital Group Dividend Growe
10.2K
New
N/A
10.2K $0
Activity Summary
Buys All Purchases 35 New Holdings 35 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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