VSM Wealth Advisory, LLC historic quarter change: USA Other Stocks, Sold out
In shares no fund filing gives a ticker for, so this site has no page for them (listed in the US), over 6 quarters from 2024-12-31 to 2026-06-30, VSM Wealth Advisory, LLC opened 15 positions, added to 0, reduced 0 and sold out of 12.
- Q2 2026: Stock MONDELEZ INTL INC CLASS A; Country of operation —; Class Common Stock; Shares before 1,366.
- Q2 2026: Stock LAM RESH CORP; Country of operation United States; Class Common Stock; Shares before 330.
- Q2 2026: Stock NORTHROP GRUMMAN CORP; Country of operation —; Class Common Stock; Shares before 101.
- Q2 2026: Stock MADRIGAL PHARMACEUTICALS; Country of operation —; Class Common Stock; Shares before 60.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2050660), 6 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-23); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-06); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-06); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-13); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-11); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-06). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2024-12-31.
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