Monument Group Wealth Advisors, LLC Purchases in Q1 2025

Monument Group Wealth Advisors, LLC

  • $144 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VEA
Vanguard Ftse Developed Market

ETFs
804
+ 0.45%
$47.4 - $52.99 $38.1K - $42.6K
178K $9.06B
VUG
Vanguard Growth ETF

ETFs
1.43K
New
$369.1 - $427.61 $526K - $609K
1.43K $528M
VTV
Vanguard Value ETF

ETFs
2.36K
+ 15.07%
$167.73 - $179.21 $395K - $422K
18K $3.11B
VO
Vanguard Mid Cap ETF

ETFs
1.19K
New
$251.87 - $277.95 $300K - $331K
1.19K $308M
DFAE
Dimensional ETF Tr

ETFs
4.71K
+ 2.1%
$24.64 - $26.86 $116K - $127K
230K $5.94B
GL
Globe Life Inc.

Financial Services
1.75K
New
$111.2 - $131.72 $195K - $231K
1.75K $231M
JNJ
Johnson & Johnson

Healthcare
1.36K
New
$142.06 - $167.7 $193K - $228K
1.36K $225M
META
Meta Platforms, Inc.

Communication Services
366
New
$576.36 - $736.67 $211K - $270K
366 $211M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
96.5K
+ 5.17%
$32.42 - $36.13 $3.13M - $3.49M
1.96M $64.7B
AAPL
Apple Inc.

Technology
851
+ 20.64%
$209.68 - $247.1 $178K - $210K
4.98K $1.11B
XOM
Exxon Mobil Corp

Energy
69
+ 1.41%
$105.44 - $118.93 $7.28K - $8.21K
4.98K $592M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
387
+ 22.11%
$126.11 - $135.06 $48.8K - $52.3K
2.14K $276M
SYK
Stryker Corp

Healthcare
12
+ 0.76%
$355.18 - $399.9 $4.26K - $4.8K
1.6K $595M
IWD
Ishares Russell 1000 Val ETF

ETFs
86
+ 7.9%
$182.82 - $196.21 $15.7K - $16.9K
1.18K $221M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
22
+ 0.42%
$58.01 - $64.46 $1.28K - $1.42K
5.22K $324M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
45
+ 0.39%
$76.94 - $78.28 $3.46K - $3.52K
11.7K $913M
RSP
Invesco S&P 500 Equal Weight E

ETFs
7
+ 0.47%
$169.43 - $182.84 $1.19K - $1.28K
1.51K $262M
VB
Vanguard Small Cap ETF

ETFs
944
+ 8.27%
$217.89 - $252.64 $206K - $238K
12.4K $2.74B
IWF
Ishares Russell 1000 Gr ETF

ETFs
42
+ 7.95%
$360.07 - $417.26 $15.1K - $17.5K
570 $206M
MRK
Merck & Co., Inc.

Healthcare
77
+ 3.04%
$83.01 - $101.02 $6.39K - $7.78K
2.61K $234M
IVV
Ishares Core S&P 500 ETF

ETFs
11
+ 1.13%
$554.06 - $615.85 $6.09K - $6.77K
985 $554M
VBR
Vanguard Small Cap Value ETF

ETFs
101
+ 1.76%
$183.02 - $207.75 $18.5K - $21K
5.83K $1.09B
DFSU
Dimensional ETF Tr Dimen Us Su
210
+ 0.73%
N/A
29.1K $1.04B
VTI
Vanguard Total Stock Market Et

ETFs
934
+ 1.73%
$271.18 - $303.12 $253K - $283K
54.9K $15.1B
Activity Summary
Buys All Purchases 25 New Holdings 5 Increased Positions 20 Sells All Sells 8 Reductions 8 Sold out 0 Options Calls 0 Puts 0
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