Sarver Vrooman Wealth Advisors’s Urgent.ly ULY Stock Holding History

Sarver Vrooman Wealth Advisors’s Portfolio ULY Stock Details ULY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-1	Closed	-$5	–	148
2026 Q1	$5	Hold	1	–	–	﹤0.01%	138
2025 Q4	$3	Hold	1	–	–	﹤0.01%	137
2025 Q3	$3	Hold	1	–	–	﹤0.01%	130
2025 Q2	$6	Hold	1	–	–	﹤0.01%	128
2025 Q1	$4	Buy	+1	New	+$6	﹤0.01%	129

Sarver Vrooman Wealth Advisors's ULY Position: Q2 2026 in Review

Sarver Vrooman Wealth Advisors sold out of Urgent.ly (ULY) in Q2 2026, closing a stake of 1 share — an estimated $5 sold.

Sarver Vrooman Wealth Advisors first reported a position in ULY in Q1 2025 and held it in 5 quarters. The position peaked at $6 in Q2 2025. 0 funds tracked by Wall St. Rank hold ULY as of Q2 2026.

Sarver Vrooman Wealth Advisors reported no remaining Urgent.ly position as of Q2 2026 after selling out during the quarter.
Sarver Vrooman Wealth Advisors sold 1 Urgent.ly share in Q2 2026, an estimated $5.
Sarver Vrooman Wealth Advisors first reported a position in Urgent.ly in Q1 2025 and held it in 5 quarters.
Sarver Vrooman Wealth Advisors's Urgent.ly position peaked at $6 in Q2 2025.
0 funds tracked by Wall St. Rank held Urgent.ly as of Q2 2026.

Based on Sarver Vrooman Wealth Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.