Regimen Wealth, LLC Purchases and Sells in Q2 2025

Regimen Wealth, LLC

$322 Billion
Q2 2025

Top Buys

Incresed Positions

30 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VTEB	401K + 1194.16%	$48.13 - $49.85 $19.3M - $20M	434K $21.3B
VWOB	66.9K + 43.05%	N/A	222K $14.5B
VOT	8.38K + 27.7%	$216.28 - $284.39 $1.81M - $2.38M	38.6K $11B
AVUV	11.5K + 11.22%	$75.17 - $91.21 $864K - $1.05M	114K $10.4B
IVE	4.56K + 59.28%	$168.34 - $195.42 $768K - $891K	12.3K $2.39B
AGG	7.35K + 3.93%	$96.84 - $99.46 $711K - $731K	194K $19.3B

New Holdings

13 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FDVV	369K New	$43.6 - $52.02 $16.1M - $19.2M	369K $19.2B
CGDV	428K New	$31.93 - $39.49 $13.7M - $16.9M	428K $16.9B
VWO	204K New	$39.89 - $49.46 $8.15M - $10.1M	204K $10.1B
TLH	13.4K New	$97.29 - $105.63 $1.3M - $1.42M	13.4K $1.36B
OEF	3.97K New	N/A	3.97K $1.21B
BLACKROCK ETF TRUST	33.5K New	N/A	33.5K $1.19B

Top Sells

Reduced Positions

26 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MUB	-190K - 91.74%	$102.31 - $105.8 $19.4M - $20.1M	17.1K $1.79B
COWZ	-290K - 98.06%	$47.46 - $55.3 $13.7M - $16M	5.73K $316M
SCHD	-364K - 33.49%	$24.32 - $27.87 $8.85M - $10.1M	722K $19.1B
EMXC	-167K - 90.23%	$50.08 - $63.14 $8.34M - $10.5M	18K $1.14B
HDV	-35.5K - 13.47%	$108.41 - $120.51 $3.84M - $4.27M	228K $26.7B
FBND	-108K - 18.06%	$44.68 - $45.96 $4.83M - $4.97M	491K $22.5B

Activity Summary All Purchases 43 New Holdings 13 Increased Positions 30 All Sells 26 Reductions 26 Sold out 0 Calls 0 Puts 0

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