Verum Partners LLC Purchases and Sells in Q2 2025

Verum Partners LLC

$434 Billion
Q2 2025

Top Buys

Incresed Positions

80 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VOO	20.6K + 48.46%	$456.74 - $568.03 $9.41M - $11.7M	63.1K $35.9B
VANGUARD MUN BD FDS	162K + 3177.37%	N/A	167K $12.3B
VB	20.9K + 138.19%	$193.73 - $237.37 $4.04M - $4.95M	36K $8.53B
VTI	15K + 1433.56%	$243.75 - $303.93 $3.67M - $4.57M	16.1K $4.89B
PRFZ	71.8K + 96.24%	$33.13 - $40.67 $2.38M - $2.92M	146K $5.95B
LLY	3.46K + 487.06%	$713.71 - $898.95 $2.47M - $3.11M	4.17K $3.25B

New Holdings

13 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VANGUARD MUN BD FDS	222K New	N/A	222K $16.8B
ACWI	48.2K New	$103.59 - $128.6 $5M - $6.2M	48.2K $6.2B
BIL	10.2K New	$91.43 - $91.74 $936K - $939K	10.2K $939M
VXUS	8.19K New	$55.54 - $69.09 $455K - $566K	8.19K $566M
DIMENSIONAL ETF TRUST	7.11K New	N/A	7.11K $477M
IYW	1.37K New	$122.57 - $173.27 $168K - $238K	1.37K $237M

Top Sells

Reduced Positions

63 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VT	-126K - 96.84%	$103.16 - $128.52 $13M - $16.2M	4.13K $531M
IJR	-38.1K - 15.84%	$90.56 - $109.49 $3.45M - $4.17M	202K $22.1B
INVESTMENT MANAGERS SER TR I	-190K - 17.27%	N/A	908K $30.9B
VIGI	-16K - 26.31%	$75.29 - $91.16 $1.21M - $1.46M	44.8K $4.04B
SYLD	-16.1K - 8.9%	$55.35 - $65.57 $890K - $1.05M	165K $10.7B
VANGUARD MALVERN FDS	-10.6K - 4.13%	N/A	245K $19B

Activity Summary All Purchases 93 New Holdings 13 Increased Positions 80 All Sells 63 Reductions 63 Sold out 0 Calls 0 Puts 0

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