Refined Wealth Management Purchases in Q2 2025

Refined Wealth Management

  • $143 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
COIN
Coinbase Global, Inc.

Technology
940
+ 1.63%
$151.47 - $375.07 $142K - $353K
58.7K $20.6M
QQQ
Invesco Qqq Trust, Series 1

ETFs
405
+ 1.65%
$416.06 - $551.64 $169K - $223K
25K $13.8M
ENVX
Enovix Corp

Industrials
15.7K
+ 2.33%
$5.46 - $10.53 $85.8K - $165K
691K $7.15M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
1.77K
+ 0.73%
$52.84 - $65.52 $93.6K - $116K
243K $15.9M
VTV
Vanguard Value ETF

ETFs
863
+ 1.34%
$153.67 - $176.74 $133K - $153K
65.2K $11.5M
VO
Vanguard Mid Cap ETF

ETFs
285
+ 2.19%
$228.54 - $279.83 $65.1K - $79.8K
13.3K $3.72M
VB
Vanguard Small Cap ETF

ETFs
363
+ 2.65%
$193.73 - $237.37 $70.3K - $86.2K
14.1K $3.34M
BNDX
Vanguard Total International B

ETFs
1.16K
+ 0.35%
$48.77 - $49.55 $56.6K - $57.5K
335K $16.6M
GLD
Spdr Gold Trust

ETFs
2
+ 0.01%
$273.71 - $316.29 $547 - $633
16.8K $5.12M
META
Meta Platforms, Inc.

Communication Services
368
New
$484.66 - $738.09 $178K - $272K
368 $271K
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
6.03K
New
$27.26 - $34.48 $164K - $208K
6.03K $207K
ETN
Eaton Corp PLC

Industrials
582
New
$246.52 - $356.99 $143K - $208K
582 $207K
GLDM
World Gold Trust

ETFs
3.07K
New
$58.96 - $67.97 $181K - $209K
3.07K $201K
SRLN
Ssga Active Trust

ETFs
572
+ 0.27%
$39.47 - $41.59 $22.6K - $23.8K
211K $8.76M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2
+ 0.1%
$456.74 - $568.03 $913 - $1.14K
1.96K $1.11M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
178
+ 0.18%
$75.05 - $77.34 $13.4K - $13.8K
97.2K $7.52M
OSTK
Overstock.Com, Inc

Consumer Cyclical
1.16K
+ 0.28%
N/A
419K $10.7M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
25
+ 0.04%
$72.12 - $76.23 $1.8K - $1.91K
65.7K $4.98M
Ishares Bitcoin Trust ETF
3.49K
New
N/A
3.49K $0
Bitwise Bitcoin ETF Tr
1.06K
+ 0.59%
N/A
179K $0
UNP
Union Pacific Corp

Industrials
23
+ 0.96%
$208.27 - $238.46 $4.79K - $5.48K
2.41K $554K
TLT
Ishares Barclays 20+ Year Trea

ETFs
96
+ 0.17%
$83.97 - $92.85 $8.06K - $8.91K
57K $5.03M
Activity Summary
Buys All Purchases 23 New Holdings 6 Increased Positions 17 Sells All Sells 4 Reductions 4 Sold out 0 Options Calls 0 Puts 0
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