Vsm Wealth Advisory, LLC Purchases in Q1 2025

Vsm Wealth Advisory, LLC

  • $278 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VTV
Vanguard Value ETF

ETFs
8.46K
+ 25.95%
$167.73 - $179.21 $1.42M - $1.52M
41K $7.09B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
15.6K
+ 7.95%
$77.7 - $78.94 $1.21M - $1.23M
211K $16.7B
VUG
Vanguard Growth ETF

ETFs
4.23K
+ 35.81%
$369.1 - $427.61 $1.56M - $1.81M
16K $5.95B
VEA
Vanguard Ftse Developed Market

ETFs
1.64K
+ 1.28%
$47.4 - $52.99 $77.5K - $86.6K
129K $6.58B
AON
Aon PLC

Financial Services
1.16K
New
$348.44 - $409.32 $402K - $473K
1.16K $461M
IBM
International Business Machines Corp

Technology
1.16K
+ 75.36%
$217.4 - $264.74 $252K - $307K
2.7K $671M
HON
Honeywell International Inc

Industrials
1.1K
New
$202.75 - $226.52 $223K - $249K
1.1K $233M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
13.8K
+ 8.21%
$32.42 - $36.13 $446K - $497K
181K $5.99B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
326
+ 0.32%
$126.11 - $135.06 $41.1K - $44K
102K $13.1B
DFAU
Dimensional ETF Tr

ETFs
13.3K
+ 7.13%
$37.84 - $42.29 $502K - $561K
199K $7.66B
SCHG
Schwab Strategic Tr Us Large C

ETFs
5.24K
+ 167.49%
$24.91 - $29.02 $131K - $152K
8.37K $210M
JNJ
Johnson & Johnson

Healthcare
10
+ 0.19%
$142.06 - $167.7 $1.42K - $1.68K
5.31K $881M
PSX
Phillips 66

Energy
829
New
$113.93 - $131.55 $94.4K - $109K
829 $102M
ETB
Eaton Vance Tax Managed Buy Write Income Fund

Financial Services
7.35K
New
$13.63 - $15.28 $100K - $112K
7.35K $100M
GOOG
Alphabet Inc.

Communication Services
581
New
$156.06 - $207.71 $90.7K - $121K
581 $90.8M
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.08K
+ 34.42%
$71.17 - $73.66 $77.1K - $79.8K
4.23K $311M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
922
+ 15.37%
$76.94 - $78.28 $70.9K - $72.2K
6.92K $542M
PG
Procter & Gamble CO

Consumer Defensive
3
+ 0.01%
$158.56 - $176.26 $476 - $529
23.2K $3.95B
EXC
Exelon Corp

Utilities
13
+ 0.18%
$37.3 - $46.08 $485 - $599
7.37K $340M
MMM
3 M CO

Industrials
426
New
$129.7 - $155.12 $55.3K - $66.1K
426 $62.5M
Canadian Pacific Kan F
850
New
N/A
850 $59.7M
HSY
Hershey CO

Consumer Defensive
330
New
$144.74 - $186.36 $47.8K - $61.5K
330 $56.5M
HL
Hecla Mining CO

Basic Materials
10.2K
New
$5.07 - $6.37 $51.5K - $64.7K
10.2K $56.5M
PRU
Prudential Financial Inc

Financial Services
502
New
$105.04 - $122.33 $52.7K - $61.4K
502 $56.1M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.45K
New
$33.84 - $37.77 $49.1K - $54.8K
1.45K $52.8M
SCHV
Schwab Strategic Tr Us Large C

ETFs
1.9K
+ 81.02%
$25.77 - $27.6 $49.1K - $52.6K
4.25K $113M
Chimera Invt Corp Equityclass Equity
3.22K
New
N/A
3.22K $41.3M
IAU
Ishares Gold Trust

ETFs
663
New
$49.74 - $58.96 $33K - $39.1K
663 $39.1M
SPYG
Spdr Portfolio

ETFs
476
New
$80.05 - $92.39 $38.1K - $44K
476 $38.2M
AGNC
Agnc Investment Corp.

Real Estate
3.62K
New
$9.12 - $10.54 $33K - $38.1K
3.62K $34.7M
Van Sht Tx Expt Bnd
335
+ 10.6%
N/A
3.49K $351M
SO
Southern CO

Utilities
2
+ 0.06%
$80.96 - $92.96 $162 - $186
3.55K $326M
MO
Altria Group, Inc.

Consumer Defensive
500
+ 90.91%
$50.81 - $60.02 $25.4K - $30K
1.05K $63M
MCD
Mcdonalds Corp

Consumer Cyclical
10
+ 0.83%
$279.74 - $321.29 $2.8K - $3.21K
1.21K $378M
BOND
Pimco Active Bond Exchange Tra

ETFs
48
+ 0.39%
$89.27 - $92.9 $4.28K - $4.46K
12.4K $1.14B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
578
New
$49.78 - $53.19 $28.8K - $30.7K
578 $29.5M
DOCS
Doximity, Inc.

Healthcare
500
New
$49.71 - $83.14 $24.9K - $41.6K
500 $29M
D
Dominion Energy, Inc

Utilities
500
New
$52.85 - $57.43 $26.4K - $28.7K
500 $28M
T
At&T Inc.

Communication Services
598
+ 31.1%
$21.56 - $28.28 $12.9K - $16.9K
2.52K $71.3M
LYB
Lyondell Basell Industries N.V.

Basic Materials
400
+ 200.0%
$69.82 - $78.67 $27.9K - $31.5K
600 $42.2M
VZ
Verizon Communications Inc

Communication Services
23
+ 0.49%
$37.81 - $46.49 $870 - $1.07K
4.71K $213M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
1.13K
New
$22.25 - $23.0 $25.2K - $26K
1.13K $26M
PSEC
Prospect Capital Corp

Financial Services
6.16K
New
$4.1 - $4.45 $25.3K - $27.4K
6.16K $25.3M
MDGL
Madrigal Pharmaceuticals, Inc.

Healthcare
75
New
$272.79 - $355.88 $20.5K - $26.7K
75 $24.8M
VALN
Valneva Se

Healthcare
3K
+ 300.0%
$4.31 - $8.33 $12.9K - $25K
4K $26.8M
F
Ford Motor CO

Consumer Cyclical
2.01K
+ 54.96%
$9.12 - $10.43 $18.3K - $21K
5.67K $56.9M
DFAX
Dimensional ETF Tr
482
+ 8.22%
$24.45 - $27.2 $11.8K - $13.1K
6.35K $166M
GBDC
Golub Capital Bdc, Inc.

Financial Services
1.3K
+ 101.97%
$14.46 - $15.96 $18.7K - $20.7K
2.57K $38.8M
VDC
Vanguard Consumer Staples ETF

ETFs
83
+ 79.81%
$206.54 - $226.16 $17.1K - $18.8K
187 $40.8M
Activity Summary
Buys All Purchases 195 New Holdings 69 Increased Positions 126 Sells All Sells 52 Reductions 52 Sold out 0 Options Calls 0 Puts 0
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