Abound Wealth Management’s Vestis VSTS Stock Holding History

Abound Wealth Management’s Portfolio VSTS Stock Details VSTS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$146	Hold	10	–	–	﹤0.01%	1198
2026 Q1	$79	Hold	10	–	–	﹤0.01%	1450
2025 Q4	$67	Hold	10	–	–	﹤0.01%	1407
2025 Q3	$46	Hold	10	–	–	﹤0.01%	1339
2025 Q2	$58	Hold	10	–	–	﹤0.01%	1280
2025 Q1	$99	Sell	10 -3	-23%	-$40	﹤0.01%	1234
2024 Q4	$199	Sell	13 -1	-7%	-$15	﹤0.01%	1073
2024 Q3	$209	Buy	+14	New	+$188	﹤0.01%	1142

Other funds holding VSTS

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Wolff Wiese Magana Carslbad, California $217M AUM 47.64% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return