Websterrogers Financial Advisors, LLC Sells in Q2 2025

Websterrogers Financial Advisors, LLC

  • $309 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-6.51K
- 4.18%
$48.13 - $49.85 $314K - $325K
149K $7.31M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-3.45K
- 2.81%
$50.52 - $50.92 $174K - $176K
119K $6.08M
AAPL
Apple Inc.

Technology
-257
- 3.98%
$172.42 - $223.89 $44.3K - $57.5K
6.19K $1.27M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-2.44K
- 5.3%
$51.14 - $57.0 $125K - $139K
43.6K $2.48M
PFF
Ishares Trust Ishares Pfd And

ETFs
-2.26K
- 23.68%
$29.0 - $30.68 $65.5K - $69.3K
7.28K $223K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-741
- 2.1%
$77.74 - $78.78 $57.6K - $58.4K
34.5K $2.71M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-1.73K
- 10.62%
$18.94 - $21.67 $32.8K - $37.5K
14.6K $308K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
-38
- 0.16%
$66.5 - $71.25 $2.53K - $2.71K
24.3K $1.69M
FLRN
Spdr Bloomberg Investment Grad

ETFs
-77
- 0.09%
$30.29 - $30.83 $2.33K - $2.37K
85.8K $2.65M
VUSB
Vanguard Bd Index Fds
-1.01K
- 1.21%
N/A
82.4K $0
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-72
- 0.03%
$45.2 - $46.6 $3.25K - $3.36K
260K $12M
VO
Vanguard Mid Cap ETF

ETFs
-18
- 2.32%
$228.54 - $279.83 $4.11K - $5.04K
758 $212K
CSCO
Cisco Systems, Inc.

Technology
-181
- 4.14%
$53.19 - $69.38 $9.63K - $12.6K
4.19K $290K
VB
Vanguard Small Cap ETF

ETFs
-32
- 1.19%
$193.73 - $237.37 $6.2K - $7.6K
2.66K $631K
WMT
Walmart Inc.

Consumer Defensive
-50
- 1.11%
$81.79 - $99.98 $4.09K - $5K
4.44K $433K
DFAT
Dimensional ETF Tr U S Target

ETFs
-216
- 0.87%
$44.8 - $53.97 $9.68K - $11.7K
24.6K $1.33M
VTI
Vanguard Total Stock Market Et

ETFs
-6
- 0.31%
$243.75 - $303.93 $1.46K - $1.82K
1.92K $584K
VCIT
Vanguard Intermediate Term Cor

ETFs
-128
- 0.18%
$79.56 - $82.92 $10.2K - $10.6K
72.8K $6.04M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-78
- 2.02%
$416.06 - $551.64 $32.5K - $43K
3.78K $2.08M
DFUS
Dimensional ETF Tr U S Equity

ETFs
-93
- 0.16%
$53.65 - $67.02 $4.99K - $6.23K
56.3K $3.77M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-1.06K
- 0.43%
$29.12 - $35.84 $30.8K - $37.9K
247K $8.85M
AVDE
American Centy ETF Tr Avantis

ETFs
-4.29K
- 2.04%
$59.32 - $74.36 $254K - $319K
206K $15.2M
AVUS
American Centy ETF Tr Avantis

ETFs
-3.62K
- 1.36%
$81.38 - $100.82 $294K - $365K
262K $26.5M
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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