West Financial Advisors, LLC Sells in Q3 2025

West Financial Advisors, LLC

  • $602 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DUHP
Dimensional ETF Tr Dimensional

ETFs
-614K
- 99.96%
$35.76 - $37.93 $21.9M - $23.3M
250 $9K
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
-140K
- 96.95%
$94.11 - $95.78 $13.2M - $13.4M
4.41K $421K
XLF
Financial Sector Spdr

ETFs
-65.1K
- 97.7%
$51.37 - $54.25 $3.35M - $3.53M
1.53K $82K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-20.2K
- 2.44%
$72.57 - $74.72 $1.46M - $1.51M
807K $60M
MUB
Ishares National Muni Bond ETF

ETFs
-5.58K
- 99.93%
$103.24 - $106.68 $576K - $595K
4 $0
VCEB
Vanguard World Fd Esg U S Corp

ETFs
-4.4K
- 32.84%
$62.49 - $64.56 $275K - $284K
9K $577K
VIG
Vanguard Dividend Appreciation

ETFs
-516
- 1.12%
N/A
45.7K $8.32M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-559
- 10.72%
$126.64 - $135.65 $70.8K - $75.8K
4.65K $631K
HON
Honeywell International Inc

Industrials
-31
- 4.46%
$207.7 - $240.4 $6.44K - $7.45K
664 $139K
XOM
Exxon Mobil Corp

Energy
-213
- 20.94%
$105.83 - $117.22 $22.5K - $25K
804 $90K
KO
Coca Cola CO

Consumer Defensive
-114
- 9.67%
$65.67 - $71.67 $7.49K - $8.17K
1.07K $70K
KR
Kroger CO

Consumer Defensive
-137
- 20.88%
$64.52 - $74.35 $8.84K - $10.2K
519 $34K
DIS
Walt Disney CO

Communication Services
-86
- 94.51%
$112.25 - $124.0 $9.65K - $10.7K
5 $0
VV
Vanguard Large Cap ETF

ETFs
-21
- 48.84%
$285.05 - $309.14 $5.99K - $6.49K
22 $6K
MCD
Mcdonalds Corp

Consumer Cyclical
-21
- 16.8%
$291.67 - $316.99 $6.13K - $6.66K
104 $31K
DSI
Ishares Msci Kld 400 Social Et

ETFs
-399
- 8.03%
$115.96 - $125.95 $46.3K - $50.3K
4.57K $575K
IYY
Ishares Tr

ETFs
-14
- 8.75%
$150.75 - $162.82 $2.11K - $2.28K
146 $23K
DFAI
Dimensional ETF Tr

ETFs
-1
- 11.11%
$34.05 - $36.55 $34.1 - $36.6
8 $0
QCOM
Qualcomm Inc

Technology
-74
- 4.42%
$145.84 - $173.55 $10.8K - $12.8K
1.6K $266K
DFAU
Dimensional ETF Tr

ETFs
-3
- 4.29%
$42.42 - $45.96 $127 - $138
67 $3K
MRK
Merck & Co., Inc.

Healthcare
-45
- 3.88%
$77.6 - $87.37 $3.49K - $3.93K
1.11K $93K
PFG
Principal Financial Group Inc

Financial Services
-24
- 1.31%
$75.53 - $82.95 $1.81K - $1.99K
1.81K $149K
VTV
Vanguard Value ETF

ETFs
-90
- 3.25%
$175.51 - $186.57 $15.8K - $16.8K
2.68K $498K
IWM
Ishares Russell 2000 ETF

ETFs
-11
- 2.11%
$214.92 - $244.84 $2.36K - $2.69K
510 $123K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-813
- 4.23%
$23.82 - $25.84 $19.4K - $21K
18.4K $472K
VBR
Vanguard Small Cap Value ETF

ETFs
-22
- 0.95%
$195.41 - $212.37 $4.3K - $4.67K
2.3K $480K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-999
- 4.99%
$109.47 - $119.06 $109K - $119K
19K $2.25M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
-929
- 2.88%
$64.58 - $69.94 $60K - $65K
31.4K $2.18M
PRF
Invesco Exchange Traded Fd Tr

ETFs
-453
- 1.22%
$42.04 - $45.23 $19K - $20.5K
36.5K $1.65M
VO
Vanguard Mid Cap ETF

ETFs
-37
- 0.41%
$279.83 - $293.74 $10.4K - $10.9K
9.06K $2.66M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-17.3K
- 4.47%
$62.09 - $66.51 $1.08M - $1.15M
371K $24.2M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-186
- 0.47%
$49.43 - $54.52 $9.19K - $10.1K
39.5K $2.14M
VUG
Vanguard Growth ETF

ETFs
-35
- 0.62%
$433.97 - $484.08 $15.2K - $16.9K
5.58K $2.68M
XLK
Technology Sector Spdr

ETFs
-95
- 0.7%
$250.97 - $282.66 $23.8K - $26.9K
13.4K $3.78M
VTI
Vanguard Total Stock Market Et

ETFs
-117
- 0.7%
$303.93 - $329.86 $35.6K - $38.6K
16.7K $5.48M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-52
- 0.52%
$546.99 - $602.2 $28.4K - $31.3K
10K $6.03M
DFAS
Dimensional ETF Tr U S Small C

ETFs
-6.84K
- 3.22%
$63.41 - $69.69 $434K - $477K
205K $14.1M
DFAE
Dimensional ETF Tr

ETFs
-60.7K
- 6.18%
$28.84 - $31.84 $1.75M - $1.93M
922K $29.1M
VXF
Vanguard Extended Market ETF

ETFs
-972
- 1.45%
$193.58 - $213.07 $188K - $207K
65.9K $13.8M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-1.96K
- 0.17%
$48.5 - $50.19 $94.9K - $98.2K
1.14M $56.9M
VEA
Vanguard Ftse Developed Market

ETFs
-4.36K
- 0.39%
$56.02 - $60.3 $244K - $263K
1.13M $67.4M
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.53K
- 1.44%
$617.65 - $666.84 $946K - $1.02M
105K $69.7M
Activity Summary
Buys All Purchases 47 New Holdings 5 Increased Positions 42 Sells All Sells 43 Reductions 43 Sold out 0 Options Calls 0 Puts 0
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