Number of Shares
3,494
Previous 3,159 10.6%
Holding current value
$351 Million
Previous $317 Million 10.88%
% of portfolio
0.13%
Previous 0.11%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 05, 2025

BUY
N/A
335 Added 10.6%
3,494 $351 Million
Q4 2024

Feb 10, 2025

BUY
N/A
3,159 New
3,159 $317 Million
Track This Portfolio

Track Vsm Wealth Advisory, LLC Portfolio

Follow Vsm Wealth Advisory, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Vsm Wealth Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Vsm Wealth Advisory, LLC with notifications on news.