Vance Wealth, Inc. Reduced Holdings in Q1 2025

Vance Wealth, Inc.

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

ETFs
-172K
- 69.8%
$27.56 - $32.1 $4.73M - $5.51M
74.2K $2.09M
VONV
Vanguard Russell 1000 Value Et

ETFs
-18.7K
- 17.54%
$80.21 - $86.14 $1.5M - $1.61M
87.7K $7.24M
IWS
Ishares Russell Midcap Value E

ETFs
-5.31K
- 11.98%
$122.59 - $135.24 $651K - $718K
39K $4.91M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-1.25K
- 16.31%
$360.07 - $417.26 $448K - $519K
6.39K $2.31M
IWN
Ishares Russell2000 Val ETF

ETFs
-2.28K
- 10.26%
$149.27 - $169.4 $340K - $385K
19.9K $3M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-414
- 1.34%
$192.82 - $222.1 $79.8K - $91.9K
30.4K $5.87M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-146
- 1.38%
$468.34 - $539.52 $68.4K - $78.8K
10.5K $4.91M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-2.01K
- 8.17%
$117.4 - $131.02 $236K - $263K
22.6K $2.71M
VBR
Vanguard Small Cap Value ETF

ETFs
-983
- 9.1%
$183.02 - $207.75 $180K - $204K
9.81K $1.83M
SPYG
Spdr Portfolio

ETFs
-813
- 2.72%
$80.05 - $92.39 $65.1K - $75.1K
29.1K $2.33M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-4.56K
- 7.34%
$49.78 - $53.19 $227K - $242K
57.5K $2.94M
IWD
Ishares Russell 1000 Val ETF

ETFs
-1.35K
- 18.53%
$182.82 - $196.21 $246K - $264K
5.92K $1.11M
CBRE
Cbre Group, Inc.

Real Estate
-1.49K
- 17.44%
$121.79 - $147.13 $181K - $219K
7.06K $922K
IEMG
Ishares Inc

ETFs
-3.62K
- 4.6%
N/A
75.1K $4.03M
MDT
Medtronic PLC

Healthcare
-4.9K
- 16.72%
$79.84 - $94.5 $391K - $463K
24.4K $2.19M
SRE
Sempra Energy

Utilities
-370
- 6.85%
$67.85 - $87.67 $25.1K - $32.4K
5.03K $359K
DIS
Walt Disney CO

Communication Services
-37
- 0.49%
$96.87 - $114.0 $3.58K - $4.22K
7.49K $739K
VUG
Vanguard Growth ETF

ETFs
-60
- 3.99%
$369.1 - $427.61 $22.1K - $25.7K
1.44K $535K
EFG
Msci Eafe Growth ETF

ETFs
-1.54K
- 6.05%
$96.1 - $106.37 $148K - $163K
23.8K $2.38M
UPS
United Parcel Service Inc

Industrials
-178
- 5.95%
$109.66 - $136.26 $19.5K - $24.3K
2.82K $309K
VTWV
Vanguard Russell 2000 Value Et

ETFs
-191
- 5.98%
$131.51 - $149.24 $25.1K - $28.5K
3K $399K
SHOP
Shopify Inc.

Technology
-1
- 0.03%
$90.59 - $129.31 $90.6 - $129
3.99K $381K
EEM
Ishares Msci Emerging Markets

ETFs
-3.05K
- 6.07%
$40.81 - $45.34 $124K - $138K
47.1K $2.06M
SPY
Spdr S&P 500 ETF Trust

ETFs
-19
- 2.35%
$551.42 - $612.93 $10.5K - $11.6K
789 $441K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-313
- 2.68%
$110.75 - $119.78 $34.7K - $37.5K
11.4K $1.31M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-1.93K
- 5.34%
$59.28 - $66.1 $114K - $128K
34.2K $2.17M
DFUS
Dimensional ETF Tr U S Equity

ETFs
-28
- 0.65%
$59.61 - $66.71 $1.67K - $1.87K
4.29K $259K
PEP
Pepsico Inc

Consumer Defensive
-75
- 4.12%
$142.64 - $156.42 $10.7K - $11.7K
1.75K $261K
NFLX
Netflix Inc

Communication Services
-37
- 4.15%
$828.4 - $1058.6 $30.7K - $39.2K
854 $796K
GLD
Spdr Gold Trust

ETFs
-19
- 1.67%
$243.19 - $288.14 $4.62K - $5.47K
1.12K $322K
ABT
Abbott Laboratories

Healthcare
-104
- 2.87%
$111.1 - $140.22 $11.6K - $14.6K
3.52K $467K
EFV
Msci Eafe Value ETF

ETFs
-4.68K
- 7.46%
$51.88 - $60.73 $243K - $284K
58K $3.42M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
-1.64K
- 1.98%
$26.71 - $31.58 $43.9K - $51.9K
81.3K $2.46M
PG
Procter & Gamble CO

Consumer Defensive
-29
- 0.03%
$158.56 - $176.26 $4.6K - $5.11K
86.8K $14.8M
DFAX
Dimensional ETF Tr
-19.4K
- 1.74%
$24.45 - $27.2 $475K - $528K
1.09M $28.7M
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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