Penobscot Wealth Management Purchases and Sells in Q2 2025

Penobscot Wealth Management

$239 Million
Q2 2025

Top Buys

Incresed Positions

53 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPLG	59.2K + 8.54%	$58.41 - $72.69 $3.46M - $4.3M	753K $54.7M
VEA	22.5K + 4.25%	$45.65 - $57.01 $1.03M - $1.28M	553K $31.5M
VGT	1.4K + 8.84%	$470.37 - $663.28 $656K - $925K	17.2K $11.4M
SCHX	103K + 443.62%	$19.6 - $24.44 $2.02M - $2.52M	126K $3.09M
DFAE	51.8K + 80.44%	$22.87 - $28.95 $1.19M - $1.5M	116K $3.37M
VWO	12.4K + 6.48%	$39.89 - $49.46 $493K - $611K	203K $10M

New Holdings

10 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VTV	4.22K New	$153.67 - $176.74 $649K - $746K	4.22K $746K
IEFA	5.77K New	$67.83 - $84.09 $391K - $485K	5.77K $481K
VUG	1.05K New	$329.49 - $438.4 $345K - $459K	1.05K $459K
ESGE	8.3K New	$30.87 - $39.17 $256K - $325K	8.3K $324K
VBR	1.56K New	$162.76 - $195.77 $254K - $305K	1.56K $304K
V	666 New	$308.27 - $373.31 $205K - $249K	666 $236K

Top Sells

Reduced Positions

32 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VOO	-2.56K - 24.27%	$456.74 - $568.03 $1.17M - $1.45M	7.97K $4.53M
VXUS	-5.7K - 59.74%	$55.54 - $69.09 $317K - $394K	3.84K $265K
UNH	-11 - 0.86%	$274.35 - $599.47 $3.02K - $6.59K	1.27K $396K
AAPL	-200 - 1.63%	$172.42 - $223.89 $34.5K - $44.8K	12K $2.47M
IVE	-706 - 35.66%	$168.34 - $195.42 $119K - $138K	1.27K $248K
CALF	-4.22K - 14.36%	$32.0 - $39.87 $135K - $168K	25.1K $1M

Activity Summary All Purchases 63 New Holdings 10 Increased Positions 53 All Sells 32 Reductions 32 Sold out 0 Calls 0 Puts 0

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