Verity Wealth Advisors Purchases and Sells in Q4 2025

Verity Wealth Advisors

$159 Million
Q4 2025

Top Buys

Incresed Positions

13 operations

Stock	Shares change	Price Range	Shares Held	Trade History
XLK	1.58K + 100.0%	$278.39 - $304.13 $438K - $479K	3.15K $907K
VEU	41 + 0.03%	$70.2 - $73.89 $2.88K - $3.03K	164K $11.9M
HEFA	581 + 0.81%	$39.63 - $41.86 $23K - $24.3K	72.7K $2.99M
XT	1.49K + 34.53%	$71.46 - $75.47 $106K - $112K	5.79K $426K
ACWX	232 + 0.41%	$63.98 - $67.45 $14.8K - $15.6K	56.3K $3.75M
IEMG	130 + 1.08%	N/A	12.1K $650K

New Holdings

4 operations

Stock	Shares change	Price Range	Shares Held	Trade History
EFV	10.6K New	$66.73 - $70.99 $710K - $755K	10.6K $747K
IVE	3.45K New	$202.52 - $212.07 $699K - $732K	3.45K $723K
GOOG	820 New	$237.49 - $291.74 $195K - $239K	820 $234K
MUB	1.88K New	$106.36 - $107.61 $200K - $203K	1.88K $201K

Top Sells

Reduced Positions

7 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MSFT	-1.95K - 23.71%	$496.82 - $542.07 $969K - $1.06M	6.28K $3.19M
VTI	-2.36K - 1.78%	$321.8 - $337.95 $759K - $797K	130K $43M
DSI	-944 - 12.93%	$123.63 - $130.75 $117K - $123K	6.36K $805K
BSV	-322 - 2.16%	$78.65 - $79.19 $25.3K - $25.5K	14.6K $1.15M
IXUS	-181 - 1.64%	$81.21 - $85.27 $14.7K - $15.4K	10.9K $917K
SCHX	-27 - 0.02%	$25.85 - $27.19 $698 - $734	131K $3.47M

Options

Puts

1 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VTI	300 New	$321.8 - $337.95 $96.5K - $101K	300 $98K

Activity Summary All Purchases 17 New Holdings 4 Increased Positions 13 All Sells 7 Reductions 7 Sold out 0 Calls 0 Puts 1

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