Compass Financial Group Q2 2026 Portfolio Activity: Major Increases in VANGUARD Funds, Smaller AdjustmentsInsiderSet·Aug 9, 2026VTIVOO
S&A Financial Services Q2 2026 Portfolio Activity: Significant ETF Purchases ObservedInsiderSet·Jul 30, 2026SCHGAVLV
Pcg Asset Management Increases Holdings in Vanguard ETFs Amid Q2 ActivityInsiderSet·Jul 29, 2026SPYQQQ
Baker Ellis Asset Management Llc Q2 2026 Portfolio Activity: Significant Changes in HoldingsInsiderSet·Jul 25, 2026BRK-BVTI
Certior Financial Group Q2 2026 Portfolio Activity: Strategic Buys, Holds & Sells ObservedInsiderSet·Jul 22, 2026SCHDSCHG
Dougherty & Associates LLC Investment Activity Analysis: Q2 2026 Portfolio ChangesInsiderSet·Jul 19, 2026GOOGLNVDA
Folger Nolan Fleming Douglas Capital Management Q2 2026 Portfolio Activity: Major Increases in IT & Mid-Cap ETFs, Significant Reduction in T Rowe Price GroupInsiderSet·Jul 18, 2026MSFTAAPL
Redstone Wealth Management Adjusts Portfolio: Significant ETF Purchases & Sales in Q2 2026InsiderSet·Jul 18, 2026XLYAIRR
Spire Wealth Management Portfolio Analysis: Q2 2026 Focus on Tech and BondsInsiderSet·Jul 17, 2026AAPLGOOGL