VWA
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VSM Wealth Advisory’s Salesforce CRM Stock Holding History

VSM Wealth Advisory’s Portfolio CRM Stock Details CRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$36.8K Hold
135
– – 0.01% 243
2025
Q1 		$36.2K Hold
135
– – 0.01% 222
2024
Q4 		$45.1K Buy
+135
New +$45.1K 0.02% 203