Quantum Financial Planning Services, Inc. Purchases and Sells in Q1 2025

Quantum Financial Planning Services, Inc.

20 operations

Stock	Shares change	Price Range	Shares Held
BND	26.6K + 8.98%	$71.17 - $73.66 $1.9M - $1.96M	323K $23.7B
VCSH	20K + 2.76%	$77.7 - $78.94 $1.56M - $1.58M	746K $58.9B
MSFT	1.99K + 104.73%	$375.39 - $447.2 $748K - $891K	3.9K $1.46B
VANGUARD MALVERN FDS	4.66K + 6.72%	N/A	73.9K $5.72B
COST	222 + 10.18%	$890.62 - $1076.86 $198K - $239K	2.4K $2.27B
XOM	706 + 17.75%	$105.44 - $118.93 $74.4K - $84K	4.68K $557M

4 operations

Stock	Shares change	Price Range	Shares Held
NULG	3.46K New	$77.67 - $90.15 $268K - $311K	3.46K $270M
SCHB	10.1K New	$21.23 - $23.75 $215K - $241K	10.1K $218M
MYN	12.1K New	$9.85 - $10.28 $119K - $124K	12.1K $120M
CXE	30.9K New	$3.6 - $3.85 $111K - $119K	30.9K $114M

10 operations

Stock	Shares change	Price Range	Shares Held
CAPITAL GROUP CORE BALANCED	-9.3K - 46.42%	N/A	10.7K $333M
BRK-B	-400 - 31.18%	$442.66 - $534.52 $177K - $214K	883 $470M
VNQ	-847 - 15.25%	$85.55 - $94.34 $72.5K - $79.9K	4.71K $426M
QQQ	-2 - 0.16%	$468.34 - $539.52 $937 - $1.08K	1.22K $572M
VTV	-331 - 13.9%	$167.73 - $179.21 $55.5K - $59.3K	2.05K $354M
VOO	-52 - 7.28%	$507.05 - $563.67 $26.4K - $29.3K	662 $340M

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