Francis Financial Inc Q2 2026 Portfolio Activity: Significant ETF Purchases ObservedInsiderSet·Aug 11, 2026VUGVOO
Forthright Wealth Management Q2 2026 Portfolio Activity: Major Purchases and Sales ObservedInsiderSet·Aug 10, 2026SCHDVOO
Windward Wealth Increases Exposure to Vanguard ETFs, Focuses on Specific Sectors in Q2 2026InsiderSet·Aug 9, 2026VONGVEA
Sagace Wealth Management Llc Portfolio Shifts: Significant Increases and Selective Reductions in Q2 2026InsiderSet·Aug 6, 2026VOVEA
BCM Advisors LLC Investment Activity Analysis: Q2 Portfolio Shifts RevealedInsiderSet·Jul 31, 2026VTIGLD
Pcg Asset Management Increases Holdings in Vanguard ETFs Amid Q2 ActivityInsiderSet·Jul 29, 2026SPYQQQ
Keyes Wealth Management: Dimensional ETF Buys & New Stock Additions in Q2 2026InsiderSet·Jul 22, 2026DFAEDFAI
Brown Wealth Management Q2 2026 Portfolio Activity: Significant ETF Purchases and Sales ObservedInsiderSet·Jul 22, 2026VTVVUG
Grey Fox Wealth Advisors Q2 2026 Portfolio Activity: Major ETF Purchases, Significant SalesInsiderSet·Jul 19, 2026VTVVUG
Boyd Wealth Management Q2 2026 Portfolio Activity: Significant Purchases & Sales ObservedInsiderSet·Jul 19, 2026VOOSPYG
Rosenberg Matthew Hamilton Q2 Portfolio Activity: Recent ETF Purchases and SalesInsiderSet·Jul 19, 2026VTIVCIT
Clarity Asset Management's Investor Activity in Q2 2026: Key Purchases and Sales ObservedInsiderSet·Jul 18, 2026SPLGQQQM
Montecito Bank & Trust Q2 2026 Portfolio Activity: Significant ETF Buys, Minor Stock Sells ObservedInsiderSet·Jul 18, 2026MSFTNVDA
Retirement Investment Advisors Inc Q2 2026 Portfolio Activity: Significant Buys & Stable HoldingsInsiderSet·Jul 17, 2026VTVVUG
City State Bank Portfolio Shifts: Q2 2026 Focus on Growth ETFs and Fixed IncomeInsiderSet·Jul 16, 2026AAPLMU
Brewster Financial Planning LLC Q2 2026 Portfolio Activity: Strategic Shifts and New HoldingsInsiderSet·Jul 16, 2026IWMEFA
Mfa Wealth Advisors Q2 2026 Portfolio Activity: Significant Purchases and Sales ObservedInsiderSet·Jul 15, 2026VOOSCHX
Neumann Capital Management Q2 2026: Strategic ETF Purchases and Minor AdjustmentsInsiderSet·Jul 15, 2026IJHIJR
Frankly Finances LLC Investment Activity: Significant Purchases in June 2026InsiderSet·Jul 14, 2026DFIVDFAS
Vertrix Wealth Management Q1 2026 Portfolio Shift: Focus on ETFs and Healthcare StocksInsiderSet·Jul 12, 2026AAPLVTIP