Vance Wealth, Inc. Purchases and Sells in Q1 2025

Vance Wealth, Inc.

$261 Million
Q1 2025

Top Buys

Incresed Positions

49 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFAT	131K + 1246.87%	$50.44 - $58.1 $6.59M - $7.59M	141K $7.26M
BRK-A	1 + 100.0%	$663000.0 - $801950.0 $663K - $802K	2 $1.6M
BRK-B	113 + 1.34%	$442.66 - $534.52 $50K - $60.4K	8.54K $4.55M
DFIV	11.9K + 23.55%	$35.33 - $40.77 $422K - $487K	62.7K $2.47M
DFAE	20.2K + 28.18%	$24.64 - $26.86 $497K - $541K	91.7K $2.37M
JNJ	348 + 1.81%	$142.06 - $167.7 $49.4K - $58.4K	19.6K $3.25M

New Holdings

9 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DUHP	213K New	$32.57 - $35.82 $6.95M - $7.64M	213K $7.07M
AVLV	6.28K New	$63.51 - $70.42 $399K - $442K	6.28K $409K
MA	398 New	$504.67 - $576.31 $201K - $229K	398 $218K
RTX	1.63K New	$114.1 - $135.66 $186K - $221K	1.63K $216K
ARKG	10.3K New	$20.76 - $29.81 $214K - $307K	10.3K $214K
DFIC	7.69K New	$25.54 - $28.79 $196K - $221K	7.69K $213K

Top Sells

Reduced Positions

36 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFSV	-172K - 69.8%	$27.56 - $32.1 $4.73M - $5.51M	74.2K $2.09M
VONV	-18.7K - 17.54%	$80.21 - $86.14 $1.5M - $1.61M	87.7K $7.24M
IWS	-5.31K - 11.98%	$122.59 - $135.24 $651K - $718K	39K $4.91M
IWF	-1.25K - 16.31%	$360.07 - $417.26 $448K - $519K	6.39K $2.31M
IWN	-2.28K - 10.26%	$149.27 - $169.4 $340K - $385K	19.9K $3M
QQQM	-414 - 1.34%	$192.82 - $222.1 $79.8K - $91.9K	30.4K $5.87M

Activity Summary All Purchases 58 New Holdings 9 Increased Positions 49 All Sells 36 Reductions 36 Sold out 0 Calls 0 Puts 0

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