Keyvantage Wealth, LLC Purchases and Sells in Q1 2025

Keyvantage Wealth, LLC

$206 Billion
Q1 2025

Top Buys

Incresed Positions

34 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VCIT	185K + 3993.31%	$79.17 - $82.04 $14.7M - $15.2M	190K $15.5B
JAVA	180K + 1233.47%	$61.9 - $66.89 $11.2M - $12.1M	195K $12.4B
JGRO	144K + 1170.25%	N/A	156K $11.5B
SCHF	470K + 79.86%	$18.36 - $20.51 $8.62M - $9.63M	1.06M $20.9B
VO	24.4K + 1509.88%	$251.87 - $277.95 $6.16M - $6.79M	26.1K $6.74B
DFEM	236K + 1846.44%	$25.35 - $27.46 $5.98M - $6.48M	249K $6.58B

New Holdings

8 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SCHR	451K New	$24.05 - $24.86 $10.8M - $11.2M	451K $11.2B
VCSH	112K New	$77.7 - $78.94 $8.7M - $8.84M	112K $8.84B
DISV	117K New	$26.09 - $30.21 $3.06M - $3.54M	117K $3.41B
DIMENSIONAL GLOBAL REAL ESTATE ETF	34.7K New	N/A	34.7K $910M
V	1.3K New	$306.92 - $362.71 $399K - $472K	1.3K $456M
MCD	842 New	$279.74 - $321.29 $236K - $271K	842 $263M

Top Sells

Reduced Positions

45 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FBND	-97.7K - 70.93%	$44.41 - $45.98 $4.34M - $4.49M	40.1K $1.83B
IUSB	-80.8K - 64.35%	$44.72 - $46.25 $3.61M - $3.74M	44.8K $2.06B
BOND	-40.2K - 64.79%	$89.27 - $92.9 $3.59M - $3.74M	21.9K $2.02B
VTV	-17.8K - 44.55%	$167.73 - $179.21 $2.99M - $3.2M	22.2K $3.84B
SCHX	-92.1K - 14.77%	$21.75 - $24.28 $2M - $2.24M	531K $11.7B
SCHG	-55.6K - 13.77%	$24.91 - $29.02 $1.39M - $1.61M	348K $8.72B

Activity Summary All Purchases 42 New Holdings 8 Increased Positions 34 All Sells 45 Reductions 45 Sold out 0 Calls 0 Puts 0

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