Vestia Personal Wealth Advisors Purchases and Sells in Q2 2025

Vestia Personal Wealth Advisors

  • $146 Billion
  • Q2 2025

Top Buys

Incresed Positions

59 operations
Stock Shares change Price Range Shares Held Trade History
44.7K
+ 15.61%
$34.67 - $43.21 $1.55M - $1.93M
331K $14.2B
40.2K
+ 12.7%
$29.12 - $35.84 $1.17M - $1.44M
356K $12.8B
42.8K
+ 28.59%
$24.21 - $29.47 $1.04M - $1.26M
193K $5.67B
23.9K
+ 11.42%
$36.25 - $42.28 $867K - $1.01M
233K $9.87B
14.5K
+ 19.23%
$52.31 - $63.72 $757K - $922K
89.7K $5.72B
756
+ 9.73%
$456.74 - $568.03 $345K - $429K
8.52K $4.84B
View all

New Holdings

6 operations
Stock Shares change Price Range Shares Held Trade History
18.7K
New
N/A
18.7K $472M
DIMENSIONAL US CORE EQUITY 1 ETF
6.34K
New
N/A
6.34K $424M
2.65K
New
$60.61 - $87.72 $161K - $233K
2.65K $225M
1.07K
New
$152.44 - $204.64 $163K - $219K
1.07K $219M
1.02K
New
N/A
1.02K $209M
18K
New
$2.19 - $2.7 $39.4K - $48.6K
18K $40.9M
View all

Top Sells

Reduced Positions

24 operations
Stock Shares change Price Range Shares Held Trade History
-5.76K
- 4.74%
$46.77 - $47.89 $269K - $276K
116K $5.49B
-263
- 13.99%
$153.67 - $176.74 $40.4K - $46.5K
1.62K $286M
-353
- 9.01%
$68.37 - $73.9 $24.1K - $26.1K
3.57K $251M
-382
- 6.48%
$83.54 - $100.04 $31.9K - $38.2K
5.51K $548M
FIDELITY ENHANCED LARGE CAP VALUE ETF
-1.19K
- 3.28%
N/A
34.9K $1.11B
-56
- 3.67%
$162.76 - $195.77 $9.11K - $11K
1.47K $287M
View all
Activity Summary
Buys All Purchases 65 New Holdings 6 Increased Positions 59 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
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