Wealthstream Advisors, Inc. Purchases in Q1 2025

Wealthstream Advisors, Inc.

  • $512 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VIG
Vanguard Dividend Appreciation

ETFs
6
+ 0.32%
N/A
1.87K $340K
Dimensional ETF Trust
30
+ 0.42%
N/A
7.19K $0
DFSE
Dimensional ETF Tr Dimen Emrgn
15
+ 0.12%
N/A
12.1K $0
Dimensional ETF Trust
16
+ 0.23%
N/A
7.11K $0
AVGE
American Centy ETF Tr Avantis
11.2K
+ 7.7%
N/A
156K $0
Dimensional ETF Trust
3.21K
+ 16.11%
N/A
23.2K $0
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
25
+ 0.17%
$49.78 - $53.19 $1.24K - $1.33K
14.9K $762K
BNDX
Vanguard Total International B

ETFs
30
+ 0.25%
$48.33 - $49.5 $1.45K - $1.49K
12.2K $597K
WMT
Walmart Inc.

Consumer Defensive
3
+ 0.08%
$84.5 - $105.05 $254 - $315
3.67K $322K
DFAU
Dimensional ETF Tr

ETFs
6
+ 0.09%
$37.84 - $42.29 $227 - $254
6.56K $252K
MSI
Motorola Solutions, Inc.

Technology
1
+ 0.13%
$411.73 - $482.1 $412 - $482
763 $334K
WIT
Wipro LTD

Technology
3.13K
+ 5.26%
$3.0 - $3.77 $9.39K - $11.8K
62.6K $191K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
8
+ 0.27%
$120.24 - $134.3 $962 - $1.07K
2.94K $358K
URI
United Rentals, Inc.

Industrials
4
+ 1.23%
$594.17 - $789.56 $2.38K - $3.16K
329 $206K
VT
Vanguard Total World Stk Index

ETFs
76
+ 0.38%
$115.08 - $123.97 $8.75K - $9.42K
20.3K $2.36M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
22
+ 1.55%
$221.78 - $273.45 $4.88K - $6.02K
1.44K $326K
AMP
Ameriprise Financial Inc

Financial Services
6
+ 1.02%
$472.29 - $575.13 $2.83K - $3.45K
593 $287K
META
Meta Platforms, Inc.

Communication Services
19
+ 0.6%
$576.36 - $736.67 $11K - $14K
3.17K $1.83M
DFSV
Dimensional ETF Tr Dimensional

ETFs
37
+ 0.28%
$27.56 - $32.1 $1.02K - $1.19K
13.2K $372K
VBR
Vanguard Small Cap Value ETF

ETFs
9
+ 0.29%
$183.02 - $207.75 $1.65K - $1.87K
3.09K $576K
HD
Home Depot, Inc.

Consumer Cyclical
18
+ 0.98%
$347.25 - $424.87 $6.25K - $7.65K
1.86K $680K
ORCL
Oracle Corp

Technology
87
+ 4.56%
$139.81 - $186.47 $12.2K - $16.2K
2K $278K
INFY
Infosys LTD

Technology
140
+ 1.23%
$18.06 - $22.89 $2.53K - $3.2K
11.5K $209K
VV
Vanguard Large Cap ETF

ETFs
16
+ 0.35%
$253.32 - $282.66 $4.05K - $4.52K
4.62K $1.19M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
191
+ 2.97%
$507.05 - $563.67 $96.8K - $108K
6.63K $3.41M
MAR
Marriott International Inc

Consumer Cyclical
11
+ 0.48%
$237.01 - $304.45 $2.61K - $3.35K
2.3K $548K
TILT
Flexshares Tr

ETFs
437
+ 2.29%
$202.06 - $225.8 $88.3K - $98.7K
19.5K $4.01M
SPY
Spdr S&P 500 ETF Trust

ETFs
55
+ 0.6%
$551.42 - $612.93 $30.3K - $33.7K
9.18K $5.14M
VTI
Vanguard Total Stock Market Et

ETFs
214
+ 1.08%
$271.18 - $303.12 $58K - $64.9K
20K $5.5M
AMZN
Amazon Com Inc

Consumer Cyclical
107
+ 0.81%
$190.26 - $242.06 $20.4K - $25.9K
13.4K $2.54M
MSFT
Microsoft Corp

Technology
47
+ 0.38%
$375.39 - $447.2 $17.6K - $21K
12.5K $4.68M
NVDA
Nvidia Corp

Technology
635
+ 2.51%
$106.98 - $149.43 $67.9K - $94.9K
25.9K $2.81M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
110K
+ 2.31%
$32.42 - $36.13 $3.58M - $3.99M
4.89M $161M
Activity Summary
Buys All Purchases 84 New Holdings 8 Increased Positions 76 Sells All Sells 50 Reductions 50 Sold out 0 Options Calls 0 Puts 0
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