Veridan Wealth LLC Purchases in Q3 2025

Veridan Wealth LLC

  • $290 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
Fidelity Covington Trust
143K
New
N/A
143K $5.06B
VB
Vanguard Small Cap ETF

ETFs
17.5K
New
$237.58 - $259.17 $4.15M - $4.53M
17.5K $4.44B
IAU
Ishares Gold Trust

ETFs
41.7K
New
$61.62 - $72.77 $2.57M - $3.03M
41.7K $3.03B
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
22.9K
New
$98.52 - $103.93 $2.25M - $2.38M
22.9K $2.36B
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
28.4K
+ 46.33%
$76.16 - $78.59 $2.16M - $2.23M
89.7K $7.01B
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
19K
New
$117.65 - $120.08 $2.24M - $2.29M
19K $2.27B
SCHP
Schwab Strategic Us Tips ETF

ETFs
83.3K
New
$26.44 - $27.1 $2.2M - $2.26M
83.3K $2.25B
IEF
Ishares Barclays

ETFs
19.7K
+ 99.13%
$93.91 - $97.26 $1.85M - $1.92M
39.6K $3.82B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
14.1K
New
$48.5 - $50.19 $685K - $709K
14.1K $708M
VO
Vanguard Mid Cap ETF

ETFs
277
+ 1.68%
$279.83 - $293.74 $77.5K - $81.4K
16.8K $4.94B
MSFT
Microsoft Corp

Technology
20
+ 0.57%
$491.09 - $535.64 $9.82K - $10.7K
3.51K $1.82B
VOE
Vanguard Mid Cap Value Index F

ETFs
883
+ 4.29%
$164.63 - $174.58 $145K - $154K
21.5K $3.75B
MGV
Vanguard Mega Cap Value

ETFs
413
+ 0.99%
$129.46 - $137.85 $53.5K - $56.9K
42.2K $5.82B
NKE
Nike, Inc.

Consumer Cyclical
3.35K
New
$69.24 - $79.24 $232K - $265K
3.35K $233M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
28
+ 0.63%
$134.94 - $145.86 $3.78K - $4.08K
4.48K $652M
SNPE
Dbx ETF Tr Xtrackers S&P 500 E

ETFs
105
+ 1.36%
$55.31 - $60.06 $5.81K - $6.31K
7.83K $470M
EFIV
Spdr Ser Tr Spdr S&P 500 Esg E

Technology
91
+ 1.56%
$58.56 - $63.63 $5.33K - $5.79K
5.91K $376M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
198
+ 3.38%
$39.06 - $43.42 $7.73K - $8.6K
6.06K $263M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
5
+ 0.15%
$122.57 - $132.57 $613 - $663
3.39K $440M
EASG
Dbx ETF Tr Xtrackers Msci Eafe

ETFs
46
+ 0.7%
$32.52 - $34.87 $1.5K - $1.6K
6.65K $230M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
282
+ 2.09%
$25.0 - $25.33 $7.05K - $7.14K
13.8K $348M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
110
+ 1.11%
$22.89 - $23.7 $2.52K - $2.61K
10K $237M
Activity Summary
Buys All Purchases 23 New Holdings 8 Increased Positions 15 Sells All Sells 56 Reductions 56 Sold out 0 Options Calls 0 Puts 0
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