Fonville Wealth Management LLC Purchases and Sells in Q4 2025

Fonville Wealth Management LLC

75 operations

Stock	Shares change	Price Range	Shares Held
VTI	12.1K + 93.79%	$321.8 - $337.95 $3.89M - $4.09M	25K $8.37B
BIV	45.7K + 34.81%	$77.73 - $78.84 $3.55M - $3.6M	177K $13.8B
AVUV	24.7K + 11.32%	$95.19 - $100.66 $2.36M - $2.49M	243K $24.8B
SPTS	96.9K + 43.38%	$29.23 - $29.39 $2.83M - $2.85M	320K $9.37B
DFAI	49.2K + 9.43%	$35.82 - $37.52 $1.76M - $1.85M	572K $21.8B
AVLV	24.1K + 11.05%	$70.14 - $73.74 $1.69M - $1.78M	243K $18.4B

4 operations

Stock	Shares change	Price Range	Shares Held
IEFA	2.47K New	$86.09 - $89.88 $213K - $222K	2.47K $221M
CAT	385 New	$480.82 - $585.49 $185K - $225K	385 $221M
LLY	201 New	$799.57 - $1025.28 $161K - $206K	201 $216M
MA	367 New	$536.85 - $580.45 $197K - $213K	367 $210M

36 operations

Stock	Shares change	Price Range	Shares Held
DKNG	-1.5K - 4.28%	$27.92 - $35.5 $41.9K - $53.3K	33.5K $1.15B
FVD	-3.01K - 10.34%	$45.0 - $46.25 $136K - $139K	26.1K $1.2B
SHV	-1.09K - 7.79%	$110.15 - $110.49 $120K - $121K	12.9K $1.42B
VOO	-542 - 3.26%	$600.51 - $631.95 $325K - $343K	16.1K $10.1B
IVV	-272 - 4.62%	$656.2 - $690.71 $178K - $188K	5.61K $3.84B
ITOT	-1.36K - 3.83%	$142.79 - $150.05 $194K - $204K	34.2K $5.08B

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