Warner Financial, Inc Purchases and Sells in Q2 2025

Warner Financial, Inc

$242 Million
Q2 2025

Top Buys

Incresed Positions

47 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VUG	351 + 0.56%	$329.49 - $438.4 $116K - $154K	63K $27.6M
VEA	15.6K + 5.97%	$45.65 - $57.01 $713K - $890K	277K $15.8M
SCHG	5.01K + 1.73%	$22.27 - $29.21 $112K - $146K	294K $8.6M
VXUS	6.23K + 9.97%	$55.54 - $69.09 $346K - $430K	68.7K $4.75M
VO	214 + 0.72%	$228.54 - $279.83 $48.9K - $59.9K	30K $8.41M
VTV	175 + 0.11%	$153.67 - $176.74 $26.9K - $30.9K	162K $28.7M

New Holdings

4 operations

Stock	Shares change	Price Range	Shares Held	Trade History
Fidelity Enhanced International ETF	9.09K New	N/A	9.09K $302K
ESGV	2.09K New	$86.93 - $109.64 $182K - $229K	2.09K $229K
VGK	2.62K New	$62.73 - $78.42 $164K - $205K	2.62K $203K
VCSH	2.52K New	$77.94 - $79.5 $196K - $200K	2.52K $200K

Top Sells

Reduced Positions

36 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	-3.63K - 23.61%	$172.42 - $223.89 $625K - $812K	11.7K $2.41M
MCD	-2.18K - 64.1%	$285.55 - $321.23 $621K - $699K	1.22K $356K
JNJ	-3.37K - 60.4%	$146.36 - $159.82 $494K - $539K	2.21K $338K
SCHD	-10.9K - 8.58%	$24.32 - $27.87 $264K - $303K	116K $3.07M
VDE	-2.85K - 43.09%	$105.87 - $130.56 $302K - $372K	3.76K $448K
MDY	-745 - 33.16%	$468.22 - $566.51 $349K - $422K	1.5K $851K

Activity Summary All Purchases 51 New Holdings 4 Increased Positions 47 All Sells 36 Reductions 36 Sold out 0 Calls 0 Puts 0

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