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Vesteer Wealth Management
Who We Are
Our Approach
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What We Do
Financial Planning
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Research & Insights
Investment Update
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Vesteer Wealth Management
Who We Are
Our Approach
Team
What We Do
Financial Planning
Wealth Management
401(k) for Business
Research & Insights
Investment Update
Contact
Client Portal
Folder: Who We Are
Back
Our Approach
Team
Folder: What We Do
Back
Financial Planning
Wealth Management
401(k) for Business
Research & Insights
Investment Update
Contact
Client Portal

Investment Update

 

April 2025

Portfolio Review: Q1 2025

January 2025

Portfolio Review: Q4 2024

October 2024

Portfolio Review: Q3 2024

July 2024

Portfolio Review: Q2 2024

April 2024

Portfolio Review: Q1 2024

January 2024

Portfolio Review: Q4 2023

October 2023

Portfolio Review: Q3 2023

July 2023

Portfolio Review: Q2 2023

April 2023

Portfolio Review: Q1 2023

January 2023

Portfolio Review: Q4 2022

October 2022

Portfolio Review: Q3 2022

July 2022

Portfolio Review: Q2 2022

Charlottesville, Virginia | (434) 282-1215 | vesteer@vesteerwealth.com

 
 

Advisory services are offered through Vesteer™ Wealth Management, LLC a Registered Investment Advisor in the State of Virginia. The information contained herein should in no way be constructed or interpreted as a solicitation to sell or offer to sell advisor services to any residents of any State other than the State of Virginia or where otherwise legally permitted. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. The information contained in this website has been derived from sources believed to be reliable, but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed.