Morningstar Investment Management LLC Purchases and Sells in Q1 2025

Morningstar Investment Management LLC

25 operations

Stock	Shares change	Price Range	Shares Held
VCIT	223K + 37.22%	$79.17 - $82.04 $17.6M - $18.3M	822K $67.2M
EWY	218K + 103.94%	$51.16 - $58.46 $11.1M - $12.7M	427K $23.1M
AVGO	46.8K + 2963.16%	$167.43 - $244.7 $7.84M - $11.5M	48.4K $8.1M
NVDA	104K + 65.19%	$106.98 - $149.43 $11.1M - $15.5M	263K $28.5M
VHT	15.1K + 5.5%	$254.06 - $273.83 $3.84M - $4.14M	290K $76.7M
FTEC	35.7K + 59.28%	$161.27 - $192.3 $5.76M - $6.87M	95.9K $15.5M

4 operations

Stock	Shares change	Price Range	Shares Held
FLBR	202K New	$14.0 - $16.96 $2.83M - $3.43M	202K $3.34M
VT	25.1K New	$115.08 - $123.97 $2.88M - $3.11M	25.1K $2.91M
SLB	12.7K New	$38.4 - $43.74 $489K - $557K	12.7K $532K
ARCC	18.7K New	$21.28 - $23.81 $397K - $445K	18.7K $414K

40 operations

Stock	Shares change	Price Range	Shares Held
GOVT	-704K - 5.37%	$22.25 - $23.0 $15.7M - $16.2M	12.4M $285M
VDC	-57K - 15.28%	$206.54 - $226.16 $11.8M - $12.9M	316K $69.2M
VTI	-20.1K - 8.22%	$271.18 - $303.12 $5.45M - $6.09M	224K $61.6M
VGIT	-86.3K - 41.51%	$57.44 - $59.4 $4.96M - $5.13M	122K $7.22M
AMZN	-6.85K - 8.73%	$190.26 - $242.06 $1.3M - $1.66M	71.6K $13.6M
FNDE	-152K - 24.2%	$28.11 - $32.0 $4.26M - $4.85M	475K $14.6M

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