Websterrogers Financial Advisors, LLC Purchases in Q2 2025

Websterrogers Financial Advisors, LLC

  • $309 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
1.04K
+ 1.56%
$329.49 - $438.4 $341K - $454K
67.2K $29.5M
AVEM
American Centy ETF Tr Avantis

ETFs
1.12K
+ 0.53%
$53.08 - $68.54 $59.7K - $77K
213K $14.6M
DIHP
Dimensional ETF Tr Dimensional

ETFs
4.89K
+ 0.92%
$24.32 - $29.74 $119K - $145K
538K $15.9M
DUHP
Dimensional ETF Tr Dimensional

ETFs
8.7K
+ 2.22%
$29.36 - $35.56 $255K - $309K
401K $14.3M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
490
+ 2.78%
$456.74 - $568.03 $224K - $278K
18.1K $10.3M
AVIV
American Centy ETF Tr Avantis
3.58K
+ 1.75%
$50.27 - $62.84 $180K - $225K
208K $12.9M
DFIS
Dimensional ETF Tr Dimensional

ETFs
2.04K
+ 0.8%
$23.2 - $29.84 $47.3K - $60.8K
256K $7.63M
AVLV
American Centy ETF Tr Avantis
145
+ 0.08%
$56.85 - $68.21 $8.24K - $9.89K
191K $13.1M
VIG
Vanguard Dividend Appreciation

ETFs
3.68K
+ 7.26%
N/A
54.4K $9.9M
AVSC
American Centy ETF Tr Avantis
2.74K
+ 2.81%
$42.39 - $51.76 $116K - $142K
100K $5.18M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
6.17K
+ 29.11%
$46.77 - $47.89 $288K - $295K
27.4K $1.3M
IAPR
Innovator Etfs Tr Internationa

ETFs
9.11K
New
$25.9 - $29.24 $236K - $266K
9.11K $266K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
1
+ 0.02%
$299.15 - $396.54 $299 - $397
4.02K $1.59M
PAPR
Innovator U.S. Equity Power Bu

ETFs
6.21K
New
$33.22 - $37.29 $206K - $232K
6.21K $231K
UAPR
Innovator U.S. Equity Ultra Bu

ETFs
7K
New
$28.35 - $31.3 $198K - $219K
7K $219K
VNQI
Vanguard Global Ex U.S. Real

ETFs
439
+ 1.5%
$37.77 - $46.15 $16.6K - $20.3K
29.6K $1.37M
VGSH
Vanguard

ETFs
2.17K
+ 1.08%
$58.32 - $58.95 $126K - $128K
203K $11.9M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
1.22K
+ 1.42%
$72.12 - $76.23 $88.2K - $93.2K
87.6K $6.65M
NVDA
Nvidia Corp

Technology
24
+ 1.18%
$94.31 - $157.99 $2.26K - $3.79K
2.06K $326K
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
969
+ 0.76%
$49.18 - $50.16 $47.7K - $48.6K
129K $6.45M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
427
+ 0.88%
$77.94 - $79.5 $33.3K - $33.9K
49K $3.89M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
6
+ 0.01%
$36.25 - $42.28 $218 - $254
41.5K $1.76M
EPRF
Innovator Etfs Tr S&P Invt Gra

ETFs
3.97K
+ 4.28%
$16.99 - $17.74 $67.5K - $70.4K
96.8K $1.71M
DFAS
Dimensional ETF Tr U S Small C

ETFs
1
+ 0.01%
$52.31 - $63.72 $52.3 - $63.7
13.1K $832K
DFAX
Dimensional ETF Tr
6
+ 0.04%
$23.37 - $29.39 $140 - $176
15.2K $447K
VNQ
Vanguard Specialized Funds Van

ETFs
663
+ 1.95%
$79.79 - $91.42 $52.9K - $60.6K
34.7K $3.09M
SCHP
Schwab Strategic Us Tips ETF

ETFs
1.51K
+ 3.7%
$26.18 - $26.93 $39.5K - $40.6K
42.3K $1.13M
BND
Vanguard Bd Index Fd Inc Total

ETFs
383
+ 2.28%
$72.02 - $73.82 $27.6K - $28.3K
17.2K $1.26M
SCHO
Schwab Short Term Us Treasury

ETFs
353
+ 1.03%
$24.19 - $24.45 $8.54K - $8.63K
34.6K $842K
Vanguard Mun Bd Fds
3.59K
New
N/A
3.59K $0
XOM
Exxon Mobil Corp

Energy
2
+ 0.11%
$99.93 - $119.04 $200 - $238
1.88K $202K
CVX
Chevron Corp

Energy
29
+ 1.78%
$133.73 - $168.51 $3.88K - $4.89K
1.66K $236K
VGLT
Vanguard Long Term Treasury Et

ETFs
1.38K
+ 1.01%
$53.66 - $58.71 $74K - $81K
138K $7.75M
Activity Summary
Buys All Purchases 34 New Holdings 4 Increased Positions 30 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
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