Rinkey Investments Purchases and Sells in Q1 2025

Rinkey Investments

$313 Million
Q1 2025

Top Buys

Incresed Positions

23 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MUB	53.2K + 45.02%	$104.71 - $107.69 $5.57M - $5.73M	171K $18.1M
VEA	65.9K + 26.15%	$47.4 - $52.99 $3.12M - $3.49M	318K $16.2M
VTV	12.5K + 16.0%	$167.73 - $179.21 $2.09M - $2.24M	90.5K $15.6M
BNDX	45K + 20.71%	$48.33 - $49.5 $2.17M - $2.23M	262K $12.8M
SPTS	44.5K + 13.18%	$28.92 - $29.24 $1.29M - $1.3M	382K $11.2M
VCIT	15.1K + 65.69%	$79.17 - $82.04 $1.2M - $1.24M	38.1K $3.12M

New Holdings

14 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SCHA	86.3K New	$23.16 - $27.04 $2M - $2.33M	86.3K $2.02M
SCHV	60K New	$25.77 - $27.6 $1.55M - $1.65M	60K $1.59M
OCGN	1.16M New	$0.52 - $0.9 $606K - $1.05M	1.16M $826K
IGIB	7.97K New	$50.82 - $52.7 $405K - $420K	7.97K $418K
HYG	4.58K New	$78.51 - $80.11 $360K - $367K	4.58K $361K
XLV	2.07K New	$137.61 - $149.68 $284K - $309K	2.07K $301K

Top Sells

Reduced Positions

36 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CMF	-92.5K - 51.2%	$55.93 - $57.47 $5.17M - $5.32M	88.2K $4.96M
VWO	-86.1K - 51.15%	$42.5 - $46.71 $3.66M - $4.02M	82.2K $3.72M
TFLO	-52.4K - 6.0%	$50.48 - $50.68 $2.65M - $2.66M	821K $41.6M
SPTM	-9.18K - 2.34%	$67.03 - $74.61 $615K - $685K	384K $26.1M
VB	-4.32K - 11.62%	$217.89 - $252.64 $942K - $1.09M	32.9K $7.29M
SPY	-2.75K - 85.78%	$551.42 - $612.93 $1.52M - $1.69M	456 $255K

Activity Summary All Purchases 37 New Holdings 14 Increased Positions 23 All Sells 36 Reductions 36 Sold out 0 Calls 0 Puts 0

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