VWA
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VSM Wealth Advisory’s Solid Power SLDP Stock Holding History

VSM Wealth Advisory’s Portfolio SLDP Stock Details SLDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6K Hold
2,000
– – ﹤0.01% 398
2025
Q4 		$8.5K Sell
2,000
-3,000
-60% -$16.6K ﹤0.01% 348
2025
Q3 		$17.4K Hold
5,000
– – 0.01% 289
2025
Q2 		$10.9K Hold
5,000
– – ﹤0.01% 372
2025
Q1 		$5.25K Hold
5,000
– – ﹤0.01% 405
2024
Q4 		$9.45K Buy
+5,000
New +$6.18K ﹤0.01% 343

Other funds holding SLDP

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
HCM
Heights Capital Management San Francisco, California $357M AUM 7.93% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
RH
Riverstone Holdings New York $36.9M AUM 80.85% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return