Vance Wealth, Inc. Purchases in Q1 2025

Vance Wealth, Inc.

  • $261 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DUHP
Dimensional ETF Tr Dimensional

ETFs
213K
New
$32.57 - $35.82 $6.95M - $7.64M
213K $7.07M
DFAT
Dimensional ETF Tr U S Target

ETFs
131K
+ 1246.87%
$50.44 - $58.1 $6.59M - $7.59M
141K $7.26M
BRK-A
Berkshire Hathaway Inc

Financial Services
1
+ 100.0%
$663000.0 - $801950.0 $663K - $802K
2 $1.6M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
113
+ 1.34%
$442.66 - $534.52 $50K - $60.4K
8.54K $4.55M
DFIV
Dimensional ETF Tr

ETFs
11.9K
+ 23.55%
$35.33 - $40.77 $422K - $487K
62.7K $2.47M
DFAE
Dimensional ETF Tr

ETFs
20.2K
+ 28.18%
$24.64 - $26.86 $497K - $541K
91.7K $2.37M
JNJ
Johnson & Johnson

Healthcare
348
+ 1.81%
$142.06 - $167.7 $49.4K - $58.4K
19.6K $3.25M
AVLV
American Centy ETF Tr Avantis
6.28K
New
$63.51 - $70.42 $399K - $442K
6.28K $409K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
3.44K
+ 11.08%
$78.97 - $85.82 $272K - $295K
34.5K $2.86M
DFIS
Dimensional ETF Tr Dimensional

ETFs
10.7K
+ 25.32%
$23.92 - $26.89 $256K - $288K
53K $1.37M
MA
Mastercard Inc

Financial Services
398
New
$504.67 - $576.31 $201K - $229K
398 $218K
RTX
Raytheon Technologies Corp

Industrials
1.63K
New
$114.1 - $135.66 $186K - $221K
1.63K $216K
ARKG
Ark Genomic Revolution ETF (De

ETFs
10.3K
New
$20.76 - $29.81 $214K - $307K
10.3K $214K
DFIC
Dimensional ETF Tr Dimensional

ETFs
7.69K
New
$25.54 - $28.79 $196K - $221K
7.69K $213K
META
Meta Platforms, Inc.

Communication Services
408
+ 12.67%
$576.36 - $736.67 $235K - $301K
3.63K $2.09M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
2.27K
+ 51.56%
$73.78 - $76.59 $167K - $173K
6.66K $509K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
1.62K
+ 46.78%
$76.94 - $78.28 $125K - $127K
5.09K $398K
JPM
Jpmorgan Chase & CO

Financial Services
459
+ 15.87%
$225.19 - $279.95 $103K - $128K
3.35K $822K
COST
Costco Wholesale Corp

Consumer Defensive
90
+ 10.42%
$890.62 - $1076.86 $80.2K - $96.9K
954 $902K
V
Visa Inc.

Financial Services
199
+ 17.83%
$306.92 - $362.71 $61.1K - $72.2K
1.32K $460K
NEAR
Blackrock Short Maturity Bond

ETFs
2.08K
+ 43.79%
$50.4 - $50.89 $105K - $106K
6.81K $346K
CVX
Chevron Corp

Energy
168
+ 5.22%
$146.71 - $167.97 $24.6K - $28.2K
3.39K $566K
XOM
Exxon Mobil Corp

Energy
252
+ 4.13%
$105.44 - $118.93 $26.6K - $30K
6.36K $756K
GOOGL
Alphabet Inc.

Communication Services
1.29K
+ 36.14%
$154.33 - $206.19 $198K - $265K
4.84K $748K
NVDA
Nvidia Corp

Technology
4.45K
+ 27.67%
$106.98 - $149.43 $476K - $665K
20.5K $2.22M
DE
Deere & CO

Industrials
37
+ 4.25%
$408.57 - $509.27 $15.1K - $18.8K
907 $425K
VTWG
Vanguard Russell 2000 Growth E

ETFs
549
+ 26.64%
$185.73 - $221.19 $102K - $121K
2.61K $486K
IAU
Ishares Gold Trust

ETFs
45
+ 1.01%
$49.74 - $58.96 $2.24K - $2.65K
4.52K $266K
COP
Conocophillips

Energy
238
+ 9.36%
$88.6 - $105.85 $21.1K - $25.2K
2.78K $291K
VEU
Vanguard Ftse All World Ex Us

ETFs
180
+ 2.91%
$56.51 - $62.98 $10.2K - $11.3K
6.38K $386K
SMMT
Summit Therapeutics Inc.

Healthcare
11
+ 0.06%
$16.65 - $23.76 $183 - $261
19.9K $384K
LLY
Eli Lilly & CO

Healthcare
5
+ 1.27%
$725.72 - $929.72 $3.63K - $4.65K
400 $330K
UNH
Unitedhealth Group Inc

Healthcare
31
+ 7.79%
$461.52 - $548.18 $14.3K - $17K
429 $224K
MSFT
Microsoft Corp

Technology
521
+ 13.69%
$375.39 - $447.2 $196K - $233K
4.33K $1.62M
TXN
Texas Instruments Inc

Technology
78
+ 4.68%
N/A
1.75K $339K
HD
Home Depot, Inc.

Consumer Cyclical
71
+ 12.86%
$347.25 - $424.87 $24.7K - $30.2K
623 $228K
VTI
Vanguard Total Stock Market Et

ETFs
107
+ 9.76%
$271.18 - $303.12 $29K - $32.4K
1.2K $330K
WMT
Walmart Inc.

Consumer Defensive
235
+ 5.81%
$84.5 - $105.05 $19.9K - $24.7K
4.28K $376K
NSC
Norfolk Southern Corp

Industrials
23
+ 1.88%
$227.69 - $259.76 $5.24K - $5.97K
1.24K $294K
GOOG
Alphabet Inc.

Communication Services
1.07K
+ 22.22%
$156.06 - $207.71 $167K - $223K
5.9K $921K
Dimensional ETF Trust
21K
New
N/A
21K $0
Bitwise Bitcoin ETF Tr
12.6K
+ 51.49%
N/A
37.2K $0
Dimensional ETF Trust
54.1K
New
N/A
54.1K $0
Franklin Templeton Digital H
11.5K
New
N/A
11.5K $0
Kenvue Inc
175
+ 1.86%
N/A
9.59K $0
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
40
+ 1.48%
$75.47 - $84.24 $3.02K - $3.37K
2.74K $211K
INTU
Intuit Inc

Technology
7
+ 0.64%
$555.63 - $630.23 $3.89K - $4.41K
1.1K $675K
BAC
Bank Of America Corp

Financial Services
5
+ 0.04%
$39.61 - $47.74 $198 - $239
13.6K $566K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
1.03K
+ 10.87%
$254.58 - $302.92 $262K - $311K
10.5K $2.68M
Activity Summary
Buys All Purchases 58 New Holdings 9 Increased Positions 49 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
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