My Purposeful Wealth Corp. Purchases and Sells in Q4 2025

My Purposeful Wealth Corp.

$382 Billion
Q4 2025

Top Buys

Incresed Positions

75 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VUG	10.2K + 6.46%	$470.44 - $504.26 $4.79M - $5.13M	168K $81.8B
SCHX	162K + 40.88%	$25.85 - $27.19 $4.2M - $4.42M	560K $15.1B
IVV	4.77K + 15.3%	$656.2 - $690.71 $3.13M - $3.29M	35.9K $24.6B
MORGAN STANLEY ETF TRUST	57.8K + 24.14%	N/A	297K $15.3B
SCHF	115K + 708.1%	$23.02 - $24.23 $2.64M - $2.78M	131K $3.15B
SPYV	39.7K + 32.13%	$54.27 - $56.85 $2.16M - $2.26M	163K $9.28B

New Holdings

12 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SCHC	13.4K New	$44.43 - $46.12 $597K - $620K	13.4K $612M
IGIB	11.2K New	$53.68 - $54.54 $603K - $612K	11.2K $605M
GS	345 New	$744.6 - $838.97 $257K - $289K	345 $304M
IJR	2.35K New	$114.27 - $121.15 $268K - $284K	2.35K $282M
BKNG	50 New	$4804.01 - $5424.55 $240K - $271K	50 $267M
PH	302 New	$716.66 - $857.93 $216K - $259K	302 $266M

Top Sells

Reduced Positions

15 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BND	-11K - 17.41%	$74.09 - $75.1 $818K - $829K	52.4K $3.88B
VOO	-242 - 30.48%	$600.51 - $631.95 $145K - $153K	552 $346M
AGG	-419 - 3.42%	$99.87 - $101.27 $41.8K - $42.4K	11.8K $1.18B
SBUX	-395 - 12.02%	$78.46 - $87.26 $31K - $34.5K	2.89K $243M
SGOV	-150 - 2.12%	$100.37 - $100.72 $15.1K - $15.1K	6.91K $694M
IWO	-169 - 1.3%	$310.75 - $335.0 $52.5K - $56.6K	12.9K $4.16B

Activity Summary All Purchases 87 New Holdings 12 Increased Positions 75 All Sells 15 Reductions 15 Sold out 0 Calls 0 Puts 0

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