VWA
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VSM Wealth Advisory’s Sempra SRE Stock Holding History

VSM Wealth Advisory’s Portfolio SRE Stock Details SRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$37.7K Hold
498
– – 0.01% 240
2025
Q1 		$35.5K Hold
498
– – 0.01% 225
2024
Q4 		$43.7K Buy
+498
New +$43.7K 0.02% 207