Vsm Wealth Advisory, LLC Incresed Positions 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
IBM
International Business Machines Corp

Technology
1.16K
+ 75.36%
$217.4 - $264.74 $252K - $307K
2.7K $671M
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
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
1.17K
+ 3.5%
$100.32 - $100.76 $117K - $118K
34.5K $3.47B
SCHG
Schwab Strategic Tr Us Large C

ETFs
5.24K
+ 167.49%
$24.91 - $29.02 $131K - $152K
8.37K $210M
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
SCHV
Schwab Strategic Tr Us Large C

ETFs
1.9K
+ 81.02%
$25.77 - $27.6 $49.1K - $52.6K
4.25K $113M
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
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
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
DX
Dynex Capital Inc

Real Estate
561
+ 2.36%
$12.18 - $14.42 $6.83K - $8.09K
24.4K $317M
TEF
Telefonica S A

Communication Services
1.5K
+ 12.81%
$3.89 - $4.73 $5.84K - $7.1K
13.2K $61.6M
ORCC
Owl Rock Capital Corp

Financial Services
981
+ 1635.0%
N/A
1.04K $15.3M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
132
+ 4.72%
$55.47 - $61.45 $7.32K - $8.11K
2.93K $173M
PEP
Pepsico Inc

Consumer Defensive
103
+ 13.61%
$142.64 - $156.42 $14.7K - $16.1K
860 $129M
XVV
Ishares Tr Esg Screened S&P 50

ETFs
353
+ 26.28%
$42.24 - $47.29 $14.9K - $16.7K
1.7K $72.6M
PFE
Pfizer Inc

Healthcare
502
+ 18.61%
$25.01 - $27.13 $12.6K - $13.6K
3.2K $81.1M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
341
+ 10.56%
$24.6 - $24.99 $8.39K - $8.52K
3.57K $89.2M
EAD
Allspring Income Opportunities Fund

Financial Services
1.34K
+ 16.13%
$6.8 - $7.06 $9.08K - $9.43K
9.61K $65.7M
FDX
Fedex Corp

Industrials
40
+ 121.21%
$230.33 - $281.53 $9.21K - $11.3K
73 $17.7M
Westport Fuel System I F
2K
+ 571.43%
N/A
2.35K $8.72M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
118
+ 12.25%
$48.43 - $49.9 $5.71K - $5.89K
1.08K $53.9M
VDE
Vanguard Energy ETF

ETFs
1
+ 0.12%
$119.14 - $132.76 $119 - $133
834 $108M
BP
Bp PLC

Energy
5
+ 0.31%
$29.93 - $35.31 $150 - $177
1.6K $54M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1
+ 0.05%
$58.01 - $64.46 $58 - $64.5
2.14K $133M
Dimensnl Ultrashrt Fixedincm ETF
121
+ 2.45%
N/A
5.06K $257M
DNP
Dnp Select Income Fund Inc

Financial Services
550
+ 49.86%
$8.93 - $9.92 $4.91K - $5.46K
1.65K $16.3M
KMI
Kinder Morgan, Inc.

Energy
4
+ 0.07%
$26.1 - $31.22 $104 - $125
5.5K $157M
WBD
Warner Bros. Discovery, Inc.

Communication Services
500
+ 24.95%
$9.47 - $11.46 $4.74K - $5.73K
2.5K $26.9M
TCPC
Black Rock Tcp Capital Corp.

Financial Services
1.54K
+ 15.86%
$7.72 - $9.45 $11.9K - $14.5K
11.2K $90M
ETG
Eaton Vance Tax Advantaged Global Dividend Income Fund

Financial Services
299
+ 103.82%
$18.12 - $19.21 $5.42K - $5.74K
587 $10.7M
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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