Total Wealth Planning, LLC Purchases and Sells in Q2 2025

Total Wealth Planning, LLC

$744 Million
Q2 2025

Top Buys

Incresed Positions

45 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VUG	13.5K + 9.61%	$329.49 - $438.4 $4.44M - $5.91M	154K $67.4M
IWF	20.9K + 296.36%	$320.42 - $424.58 $6.7M - $8.87M	28K $11.8M
AVUV	97.5K + 599.47%	$75.17 - $91.21 $7.33M - $8.89M	114K $10.4M
DFEM	69.9K + 4.0%	$23.4 - $29.68 $1.64M - $2.07M	1.82M $54M
DFIS	13.2K + 1.23%	$23.2 - $29.84 $305K - $392K	1.08M $32.3M
IWD	22.2K + 1356.27%	$166.82 - $194.23 $3.7M - $4.31M	23.8K $4.62M

New Holdings

15 operations

Stock	Shares change	Price Range	Shares Held	Trade History
LLY	31K New	$713.71 - $898.95 $22.1M - $27.9M	31K $24.2M
GLD	18.8K New	$273.71 - $316.29 $5.13M - $5.93M	18.8K $5.72M
SCHD	122K New	$24.32 - $27.87 $2.97M - $3.41M	122K $3.24M
JPM	8.9K New	$210.28 - $289.91 $1.87M - $2.58M	8.9K $2.58M
EMXC	34.2K New	$50.08 - $63.14 $1.71M - $2.16M	34.2K $2.16M
VTI	4.28K New	$243.75 - $303.93 $1.04M - $1.3M	4.28K $1.3M

Top Sells

Reduced Positions

40 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VCSH	-13.6K - 2.17%	$77.94 - $79.5 $1.06M - $1.08M	613K $48.7M
IGSB	-12.6K - 9.09%	$51.68 - $52.76 $651K - $665K	126K $6.65M
VTIP	-10.6K - 16.37%	$49.57 - $50.27 $525K - $533K	54.1K $2.72M
VT	-4.47K - 39.17%	$103.16 - $128.52 $462K - $575K	6.95K $892K
AGG	-3.53K - 27.57%	$96.84 - $99.46 $342K - $351K	9.28K $920K
DFIP	-8.08K - 27.31%	$41.11 - $42.42 $332K - $343K	21.5K $899K

Activity Summary All Purchases 60 New Holdings 15 Increased Positions 45 All Sells 40 Reductions 40 Sold out 0 Calls 0 Puts 0

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