Vsm Wealth Advisory, LLC VAN SHT TX EXPT BND Transaction History

Vsm Wealth Advisory, LLC

  • $322 Billion
  • Q3 2025
Number of Shares
6,165
Previous 4,968 24.09%
Holding current value
$628 Million
Previous $501 Million 25.32%
% of portfolio
0.2%
Previous 0.17%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
BUY
N/A
1,197 Added 24.09%
6,165 $628 Million
Q2 2025

Aug 11, 2025
BUY
N/A
1,474 Added 42.19%
4,968 $501 Million
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
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