Wealthquest Corp Purchases and Sells in Q2 2025

Wealthquest Corp

$1.04 Billion
Q2 2025

Top Buys

Incresed Positions

70 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VONG	18.4K + 1.46%	$82.51 - $109.2 $1.51M - $2M	1.27M $139M
VV	4.09K + 0.57%	$228.25 - $285.3 $934K - $1.17M	719K $205M
SPTM	20.3K + 1.87%	$60.34 - $74.89 $1.23M - $1.52M	1.11M $82.8M
IJH	35K + 4.81%	$51.16 - $62.02 $1.79M - $2.17M	763K $47.3M
VO	2.69K + 2.01%	$228.54 - $279.83 $614K - $751K	136K $38.1M
VB	4.71K + 3.29%	$193.73 - $237.37 $912K - $1.12M	148K $35.1M

New Holdings

9 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFSD	606K New	$47.09 - $48.01 $28.5M - $29.1M	606K $29.1M
NUE	2.59K New	$103.22 - $131.43 $267K - $340K	2.59K $334K
IXUS	3.97K New	$62.37 - $77.63 $248K - $308K	3.97K $306K
DE	577 New	$412.99 - $531.48 $238K - $307K	577 $293K
AVGO	898 New	$146.29 - $275.65 $131K - $248K	898 $247K
PNC	1.12K New	$149.76 - $186.42 $168K - $209K	1.12K $209K

Top Sells

Reduced Positions

43 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BALT	-290K - 8.41%	$30.33 - $32.1 $8.78M - $9.3M	3.15M $101M
PG	-1.26K - 0.72%	$157.66 - $172.39 $198K - $217K	174K $27.8M
SPSM	-37.1K - 87.59%	$35.35 - $42.68 $1.31M - $1.58M	5.26K $223K
SPMD	-21.2K - 28.79%	$44.89 - $54.38 $953K - $1.15M	52.5K $2.86M
CVX	-179 - 3.33%	$133.73 - $168.51 $23.9K - $30.2K	5.2K $744K
JNJ	-203 - 2.23%	$146.36 - $159.82 $29.7K - $32.4K	8.92K $1.36M

Activity Summary All Purchases 79 New Holdings 9 Increased Positions 70 All Sells 43 Reductions 43 Sold out 0 Calls 0 Puts 0

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