Vermillion & White Wealth Management Group, LLC

13F Filings History

Latest 13F report: Q3 2024 - Nov 13, 2024
Value $: $135M
Signature - Title: John Quinn - Counsel
Location: Phoenixville, PA
Summary: This page shows a list of all the recent 13F filings made by Vermillion & White Wealth Management Group, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Vermillion & White Wealth Management Group, LLC reported 352 stock holdings with total value $135M as of Q3 2024. Top holdings included IVV, ROE, DGRW, SPIB, and SPTI.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q3 2024	352	$135M	+$9.66M	-$13.3M	-$3.65M	IVV, ROE, DGRW, SPIB, SPTI	13F-HR	11/13/2024, 11:27 AM
Q2 2024	377	$133M	+$14.1M	-$6.64M	+$7.43M	IVV, ROE, SPTI, SPIB, DGRW	13F-HR	8/14/2024, 04:08 PM
Q1 2024	349	$124M	+$20.8M	-$9.02M	+$11.8M	IVV, ROE, SPIB, QUAL, SPTI	13F-HR	5/14/2024, 06:23 PM
Q4 2023	299	$100M	$0	$0		IVV, ROE, DGRW, SPIB, SPTI	13F-HR	2/13/2024, 01:17 PM