| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| VWA VSM Wealth Advisory LLC VSM Wealth Advisory LLC | 330 | $9,688.8 | $10,665.6 | $976.8 | 10.08% |
| NASDAQ Exchange | US Country |
The company operates as an investment fund focusing on equity securities. This encompasses a broad range of investment vehicles such as common stocks, convertible securities, and warrants, emphasizing primarily large capitalization companies. However, the fund maintains the flexibility to invest in businesses of any size. This strategy allows for a diversified portfolio, with investments spanning across numerous sectors and industries, aiming to adapt to various market conditions and take advantage of growth opportunities wherever they lie.