Websterrogers Financial Advisors, LLC Incresed Positions in Q1 2025

Websterrogers Financial Advisors, LLC

  • $288 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VIG
Vanguard Dividend Appreciation

ETFs
48.2K
+ 1909.6%
N/A
50.7K $9.23M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
61.8K
+ 31.15%
$44.68 - $46.49 $2.76M - $2.87M
260K $12M
VGIT
Vanguard Intermediate Term Tre

ETFs
44.8K
+ 51.18%
$57.44 - $59.3 $2.57M - $2.66M
132K $7.85M
VCIT
Vanguard Intermediate Term Cor

ETFs
29.4K
+ 67.57%
$79.17 - $82.04 $2.33M - $2.41M
72.9K $5.95M
AVIV
American Centy ETF Tr Avantis
4.83K
+ 2.42%
$51.51 - $58.54 $249K - $283K
204K $11.7M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
17.1K
+ 12.31%
$49.25 - $50.66 $840K - $864K
156K $7.71M
VGLT
Vanguard Long Term Treasury Et

ETFs
4.15K
+ 3.13%
$53.99 - $58.43 $224K - $242K
137K $7.82M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
4.94K
+ 6.06%
$73.11 - $77.43 $361K - $382K
86.4K $6.53M
VTI
Vanguard Total Stock Market Et

ETFs
860
+ 80.37%
$271.18 - $303.12 $233K - $261K
1.93K $527K
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.86K
+ 12.44%
$71.17 - $73.66 $132K - $137K
16.8K $1.23M
VNQI
Vanguard Global Ex U.S. Real

ETFs
1.71K
+ 6.21%
$38.22 - $41.19 $65.2K - $70.3K
29.2K $1.19M
VNQ
Vanguard Specialized Funds Van

ETFs
704
+ 2.11%
$85.55 - $94.34 $60.2K - $66.4K
34K $3.05M
SCHP
Schwab Strategic Us Tips ETF

ETFs
764
+ 1.91%
$25.69 - $26.78 $19.6K - $20.5K
40.8K $1.09M
CVX
Chevron Corp

Energy
27
+ 1.69%
$146.71 - $167.97 $3.96K - $4.54K
1.63K $272K
FLRN
Spdr Bloomberg Investment Grad

ETFs
786
+ 0.92%
$30.71 - $30.87 $24.1K - $24.3K
85.9K $2.65M
EPRF
Innovator Etfs Tr S&P Invt Gra

ETFs
3.74K
+ 4.2%
$17.8 - $18.84 $66.6K - $70.5K
92.8K $1.65M
SCHO
Schwab Short Term Us Treasury

ETFs
240
+ 0.71%
$24.1 - $24.33 $5.78K - $5.84K
34.2K $832K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
364
+ 2.28%
$20.2 - $22.24 $7.35K - $8.1K
16.3K $347K
WMT
Walmart Inc.

Consumer Defensive
116
+ 2.65%
$84.5 - $105.05 $9.8K - $12.2K
4.49K $394K
PFF
Ishares Trust Ishares Pfd And

ETFs
27
+ 0.28%
$30.85 - $32.26 $833 - $871
9.54K $294K
NVDA
Nvidia Corp

Technology
19
+ 0.94%
$106.98 - $149.43 $2.03K - $2.84K
2.04K $221K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
45
+ 1.13%
$333.37 - $384.99 $15K - $17.3K
4.02K $1.34M
VUG
Vanguard Growth ETF

ETFs
2.15K
+ 3.36%
$369.1 - $427.61 $794K - $919K
66.2K $24.5M
Activity Summary
Buys All Purchases 27 New Holdings 3 Increased Positions 24 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
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