Vaughan David Investments LLC Purchases and Sells in Q1 2025

Vaughan David Investments LLC

$4.27 Billion
Q1 2025

Top Buys

Incresed Positions

72 operations

Stock	Shares change	Price Range	Shares Held	Trade History
UPS	298K + 947.17%	$109.66 - $136.26 $32.7M - $40.6M	329K $36.2M
T	22.1K + 1.08%	$21.56 - $28.28 $476K - $624K	2.06M $58.2M
CVS	23.6K + 6.34%	$44.22 - $68.64 $1.04M - $1.62M	396K $26.9M
AEP	1.3K + 0.27%	$90.32 - $109.27 $117K - $142K	478K $52.2M
WEC	2.8K + 0.57%	$92.12 - $108.98 $258K - $305K	492K $53.6M
JNJ	2.59K + 0.83%	$142.06 - $167.7 $368K - $434K	315K $52.2M

New Holdings

10 operations

Stock	Shares change	Price Range	Shares Held	Trade History
C	448K New	$67.23 - $84.63 $30.1M - $37.9M	448K $31.8M
BRK-A	1 New	$663000.0 - $801950.0 $663K - $802K	1 $798K
BSCU	26K New	$16.2 - $16.64 $422K - $433K	26K $432K
SCHV	13.3K New	$25.77 - $27.6 $343K - $367K	13.3K $354K
CHRW	3.22K New	$96.18 - $109.82 $310K - $353K	3.22K $330K
SCHG	9.67K New	$24.91 - $29.02 $241K - $281K	9.67K $242K

Top Sells

Reduced Positions

96 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AVGO	-24.7K - 4.5%	$167.43 - $244.7 $4.13M - $6.04M	523K $87.5M
PNC	-189K - 74.48%	$168.84 - $202.89 $31.9M - $38.3M	64.7K $11.4M
SWK	-276K - 98.62%	$76.43 - $90.41 $21.1M - $24.9M	3.84K $295K
ORCL	-12.8K - 2.38%	$139.81 - $186.47 $1.79M - $2.39M	526K $73.5M
APO	-12.5K - 2.56%	$126.01 - $172.06 $1.58M - $2.15M	477K $65.3M
MSFT	-474 - 0.16%	$375.39 - $447.2 $178K - $212K	301K $113M

Activity Summary All Purchases 82 New Holdings 10 Increased Positions 72 All Sells 96 Reductions 96 Sold out 0 Calls 0 Puts 0

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