Waller Financial Planning Group, Inc Sells in Q4 2025

Waller Financial Planning Group, Inc

  • $443 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-604K
- 71.97%
$44.53 - $47.25 $26.9M - $28.5M
235K $10.7M
SPMD
Spdr Portfolio

ETFs
-481K
- 70.8%
$55.44 - $58.05 $26.7M - $27.9M
199K $11.2M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-605K
- 67.81%
$42.26 - $44.28 $25.6M - $26.8M
287K $12.6M
OMFL
Invesco Exchange Traded Self I

ETFs
-380K
- 63.57%
$59.09 - $61.05 $22.4M - $23.2M
218K $13M
XLRE
Select Sector Spdr Tr Real Est

ETFs
-360K
- 73.33%
$40.65 - $42.74 $14.6M - $15.4M
131K $5.36M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-32.3K
- 53.27%
$84.91 - $90.88 $2.75M - $2.94M
28.4K $2.51M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-31.9K
- 50.14%
$80.59 - $84.32 $2.57M - $2.69M
31.7K $2.6M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-25.6K
- 51.48%
$90.99 - $95.91 $2.33M - $2.46M
24.2K $2.21M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-26.2K
- 50.61%
$88.9 - $93.29 $2.33M - $2.45M
25.6K $2.3M
VO
Vanguard Mid Cap ETF

ETFs
-3.32K
- 10.68%
$286.27 - $296.23 $950K - $983K
27.8K $7.97M
VB
Vanguard Small Cap ETF

ETFs
-3.45K
- 9.47%
$248.1 - $260.08 $855K - $897K
33K $8.23M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-25.8K
- 3.52%
$26.44 - $27.53 $682K - $711K
708K $19.3M
VNQ
Vanguard Specialized Funds Van

ETFs
-4.75K
- 10.47%
$88.13 - $92.69 $419K - $440K
40.6K $3.64M
VEA
Vanguard Ftse Developed Market

ETFs
-12.3K
- 7.03%
$59.18 - $62.09 $725K - $761K
162K $9.94M
VIG
Vanguard Dividend Appreciation

ETFs
-2.11K
- 6.86%
N/A
28.7K $5.22M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-3.19K
- 8.31%
$77.73 - $78.84 $248K - $252K
35.2K $2.74M
VTV
Vanguard Value ETF

ETFs
-972
- 29.96%
$182.87 - $189.72 $178K - $184K
2.27K $425K
VOT
Vanguard Mid Cap Growth Index

ETFs
-349
- 9.16%
$279.76 - $298.12 $97.6K - $104K
3.46K $968K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-2.49K
- 13.07%
$52.54 - $55.77 $131K - $139K
16.6K $909K
AVGO
Broadcom Inc.

Technology
-257
- 21.24%
$324.63 - $385.98 $83.4K - $99.2K
953 $326K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-1.73K
- 8.88%
$45.45 - $48.31 $78.5K - $83.4K
17.7K $840K
VOE
Vanguard Mid Cap Value Index F

ETFs
-343
- 11.99%
$169.53 - $176.53 $58.1K - $60.5K
2.52K $437K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-108
- 13.4%
$475.68 - $513.11 $51.4K - $55.4K
698 $355K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-795
- 10.39%
$56.0 - $57.6 $44.5K - $45.8K
6.86K $388K
XOM
Exxon Mobil Corp

Energy
-485
- 12.05%
$110.64 - $119.78 $53.7K - $58.1K
3.54K $416K
VBK
Vanguard Small Cap Growth ETF

ETFs
-78
- 3.64%
$291.71 - $309.36 $22.8K - $24.1K
2.07K $602K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-61
- 4.55%
$589.5 - $635.77 $36K - $38.8K
1.28K $773K
MSFT
Microsoft Corp

Technology
-32
- 2.18%
$496.82 - $542.07 $15.9K - $17.3K
1.44K $729K
SUB
Ishares Short Term National Mu

ETFs
-180
- 4.54%
$106.22 - $106.81 $19.1K - $19.2K
3.79K $403K
VUG
Vanguard Growth ETF

ETFs
-56
- 2.03%
$470.44 - $504.26 $26.3K - $28.2K
2.71K $1.31M
C
Citigroup Inc

Financial Services
-40
- 1.65%
$93.93 - $102.87 $3.76K - $4.11K
2.38K $233K
VV
Vanguard Large Cap ETF

ETFs
-28
- 3.08%
$301.9 - $317.98 $8.45K - $8.9K
881 $273K
WMT
Walmart Inc.

Consumer Defensive
-50
- 1.82%
$101.18 - $109.03 $5.06K - $5.45K
2.69K $277K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-128
- 0.82%
$78.97 - $83.03 $10.1K - $10.6K
15.5K $1.26M
VT
Vanguard Total World Stk Index

ETFs
-1
- 0.04%
$135.16 - $141.78 $135 - $142
2.3K $319K
VEU
Vanguard Ftse All World Ex Us

ETFs
-17
- 0.31%
$70.2 - $73.89 $1.19K - $1.26K
5.47K $399K
AAPL
Apple Inc.

Technology
-93
- 0.49%
$245.27 - $275.25 $22.8K - $25.6K
18.8K $5.04M
Activity Summary
Buys All Purchases 30 New Holdings 7 Increased Positions 23 Sells All Sells 38 Reductions 38 Sold out 0 Options Calls 0 Puts 0
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