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Vermillion & White Wealth Management Group’s LPL Financial LPLA Stock Holding History

Vermillion & White Wealth Management Group’s Portfolio LPLA Stock Details LPLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-19
Closed -$6.79K – 331
2025
Q4 		$6.79K Hold
19
– – ﹤0.01% 368
2025
Q3 		$6.32K Buy
+19
New +$6.89K ﹤0.01% 380

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SC
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Vermillion & White Wealth Management Group's LPLA Position: Q1 2026 in Review

Vermillion & White Wealth Management Group sold out of LPL Financial (LPLA) in Q1 2026, closing a stake of 19 shares — an estimated $6.79K sold.

Vermillion & White Wealth Management Group first reported a position in LPLA in Q3 2025 and held it in 2 quarters. The position peaked at $6.79K in Q4 2025. 768 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

  • Vermillion & White Wealth Management Group reported no remaining LPL Financial position as of Q1 2026 after selling out during the quarter.
  • Vermillion & White Wealth Management Group sold 19 LPL Financial shares in Q1 2026, an estimated $6.79K.
  • Vermillion & White Wealth Management Group first reported a position in LPL Financial in Q3 2025 and held it in 2 quarters.
  • Vermillion & White Wealth Management Group's LPL Financial position peaked at $6.79K in Q4 2025.
  • 768 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on Vermillion & White Wealth Management Group's 13F filing for Q1 2026, filed 14 May 2026.