VWA
LUNA

VSM Wealth Advisory’s Luna Innovations Incorporated LUNA Stock Holding History

VSM Wealth Advisory’s Portfolio LUNA Stock Details LUNA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-2,000
Closed -$1.36K – 544
2025
Q1 		$1.36K Hold
2,000
– – ﹤0.01% 463
2024
Q4 		$4.32K Buy
+2,000
New +$3.54K ﹤0.01% 405

Other funds holding LUNA

GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
AC
Avenir Corporation Alexandria, Virginia $820M AUM 2.4% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
MMCM
Murphy & Mullick Capital Management Smithtown, New York $135M AUM 29.14% 1-Year Est. Return

VSM Wealth Advisory's LUNA Position: Q2 2025 in Review

VSM Wealth Advisory sold out of Luna Innovations Incorporated (LUNA) in Q2 2025, closing a stake of 2,000 shares — an estimated $1.36K sold.

VSM Wealth Advisory first reported a position in LUNA in Q4 2024 and held it in 2 quarters. The position peaked at $4.32K in Q4 2024. 4 funds tracked by Wall St. Rank hold LUNA as of Q2 2025.

  • VSM Wealth Advisory reported no remaining Luna Innovations Incorporated position as of Q2 2025 after selling out during the quarter.
  • VSM Wealth Advisory sold 2,000 Luna Innovations Incorporated shares in Q2 2025, an estimated $1.36K.
  • VSM Wealth Advisory first reported a position in Luna Innovations Incorporated in Q4 2024 and held it in 2 quarters.
  • VSM Wealth Advisory's Luna Innovations Incorporated position peaked at $4.32K in Q4 2024.
  • 4 funds tracked by Wall St. Rank held Luna Innovations Incorporated as of Q2 2025.

Based on VSM Wealth Advisory's 13F filing for Q2 2025, filed 11 Aug 2025.