Vsm Wealth Advisory, LLC Purchases and Sells in Q1 2025

Vsm Wealth Advisory, LLC

$278 Billion
Q1 2025

Top Buys

Incresed Positions

126 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VTV	8.46K + 25.95%	$167.73 - $179.21 $1.42M - $1.52M	41K $7.09B
VCSH	15.6K + 7.95%	$77.7 - $78.94 $1.21M - $1.23M	211K $16.7B
VUG	4.23K + 35.81%	$369.1 - $427.61 $1.56M - $1.81M	16K $5.95B
VEA	1.64K + 1.28%	$47.4 - $52.99 $77.5K - $86.6K	129K $6.58B
IBM	1.16K + 75.36%	$217.4 - $264.74 $252K - $307K	2.7K $671M
DFAC	13.8K + 8.21%	$32.42 - $36.13 $446K - $497K	181K $5.99B

New Holdings

69 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AON	1.16K New	$348.44 - $409.32 $402K - $473K	1.16K $461M
HON	1.1K New	$202.75 - $226.52 $223K - $249K	1.1K $233M
PSX	829 New	$113.93 - $131.55 $94.4K - $109K	829 $102M
ETB	7.35K New	$13.63 - $15.28 $100K - $112K	7.35K $100M
GOOG	581 New	$156.06 - $207.71 $90.7K - $121K	581 $90.8M
MMM	426 New	$129.7 - $155.12 $55.3K - $66.1K	426 $62.5M

Top Sells

Reduced Positions

52 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VV	-2.08K - 1.23%	$253.32 - $282.66 $526K - $587K	167K $42.9B
VXF	-2.01K - 4.48%	$170.36 - $201.04 $343K - $405K	42.9K $7.39B
VO	-1.94K - 4.38%	$251.87 - $277.95 $489K - $540K	42.4K $11B
SCHB	-3.28K - 0.68%	$21.23 - $23.75 $69.7K - $77.9K	477K $10.3B
VNQ	-4.57K - 26.32%	$85.55 - $94.34 $391K - $431K	12.8K $1.16B
MSFT	-22 - 0.34%	$375.39 - $447.2 $8.26K - $9.84K	6.48K $2.43B

Activity Summary All Purchases 195 New Holdings 69 Increased Positions 126 All Sells 52 Reductions 52 Sold out 0 Calls 0 Puts 0

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