Ratio Wealth Group Incresed Positions in Q1 2024

Ratio Wealth Group

  • $516 Million
  • Q1 2024
Stock Shares change Price Range Shares Held Trade History
VCIT
Vanguard Intermediate Term Cor

ETFs
89.7K
+ 19.32%
$79.39 - $81.28 $7.12M - $7.29M
554K $44.6M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.7K
+ 2.79%
$429.43 - $481.35 $728K - $816K
62.6K $30.1M
VIG
Vanguard Dividend Appreciation

ETFs
4.25K
+ 3.26%
$168.47 - $182.98 $717K - $778K
135K $24.6M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
15K
+ 7.37%
$82.58 - $89.9 $1.24M - $1.34M
218K $19.6M
VEA
Vanguard Ftse Developed Market

ETFs
29.1K
+ 7.8%
$46.21 - $50.27 $1.35M - $1.46M
402K $20.2M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
5.27K
+ 3.04%
$109.98 - $120.99 $580K - $638K
179K $21.6M
DGRO
Ishares Core Dividend Growth E

ETFs
15.7K
+ 4.97%
$53.33 - $58.06 $838K - $912K
332K $19.3M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
67.4K
+ 5.75%
$19.39 - $20.35 $1.31M - $1.37M
1.24M $25M
VTV
Vanguard Value ETF

ETFs
3.11K
+ 3.56%
$147.46 - $162.86 $458K - $506K
90.5K $14.7M
RSP
Invesco S&P 500 Equal Weight E

ETFs
5.1K
+ 7.3%
$153.84 - $169.37 $785K - $864K
75K $12.7M
VOT
Vanguard Mid Cap Growth Index

ETFs
3.61K
+ 8.16%
$212.21 - $235.79 $765K - $850K
47.8K $11.3M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
33.5K
+ 9.0%
$50.05 - $51.32 $1.68M - $1.72M
406K $20.6M
IEFA
Ishares Tr

ETFs
3.37K
+ 1.11%
$68.14 - $74.43 $230K - $251K
308K $22.8M
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
8.2K
+ 6.3%
$82.13 - $89.46 $673K - $733K
138K $12.3M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
152K
+ 411.46%
$56.98 - $284.98 $8.68M - $43.4M
189K $11.5M
PAVE
Global X Fds Us Infrastructure

ETFs
13.3K
+ 10.5%
$33.2 - $39.81 $443K - $531K
140K $5.58M
VGT
Vanguard Information Technolog

ETFs
704
+ 3.48%
$462.18 - $530.16 $325K - $373K
21K $11M
VBK
Vanguard Small Cap Growth ETF

ETFs
2.2K
+ 8.41%
$231.0 - $260.72 $507K - $573K
28.3K $7.38M
VHT
Vanguard Health Care ETF

ETFs
670
+ 1.63%
$253.63 - $270.54 $170K - $181K
41.8K $11.3M
NVDA
Nvidia Corp

Technology
158
+ 8.48%
$475.69 - $950.02 $75.2K - $150K
2.02K $1.83M
IEMG
Ishares Inc

ETFs
10.5K
+ 3.2%
$47.6 - $51.96 $499K - $544K
338K $17.5M
VB
Vanguard Small Cap ETF

ETFs
1.29K
+ 3.96%
$204.0 - $228.59 $263K - $295K
33.8K $7.74M
IPAC
Ishares Tr Ishares Core Msci P

ETFs
6.37K
+ 6.29%
$58.42 - $63.62 $372K - $405K
108K $6.82M
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
5.31K
+ 6.22%
$70.03 - $76.38 $372K - $406K
90.8K $6.9M
SOXX
Ishares Semiconductor ETF

ETFs
10.6K
+ 211.16%
$216.76 - $689.6 $2.3M - $7.32M
15.6K $3.53M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
7.03K
+ 2.12%
$39.04 - $42.23 $274K - $297K
339K $14.2M
VTI
Vanguard Total Stock Market Et

ETFs
193
+ 2.24%
$232.77 - $260.14 $44.9K - $50.2K
8.81K $2.29M
EWW
Ishares Inc Msci Mexico ETF

ETFs
2.29K
+ 6.77%
$63.63 - $69.31 $146K - $159K
36.1K $2.5M
AMZN
Amazon Com Inc

Consumer Cyclical
246
+ 5.9%
$144.57 - $180.38 $35.6K - $44.4K
4.42K $797K
PFF
Ishares Trust Ishares Pfd And

ETFs
378
+ 0.27%
$31.12 - $32.54 $11.8K - $12.3K
140K $4.52M
SPY
Spdr S&P 500 ETF Trust

ETFs
7
+ 0.32%
$467.28 - $523.17 $3.27K - $3.66K
2.23K $1.17M
BUG
Global X Fds Cybersecurity ETF

ETFs
2.76K
+ 6.79%
$27.71 - $31.64 $76.5K - $87.3K
43.4K $1.29M
VT
Vanguard Total World Stk Index

ETFs
233
+ 4.82%
$100.68 - $110.5 $23.5K - $25.7K
5.06K $559K
GOOG
Alphabet Inc.

Communication Services
10
+ 0.34%
$132.56 - $154.84 $1.33K - $1.55K
2.97K $452K
DHT
Dht Holdings, Inc.

Energy
242
+ 2.03%
$10.01 - $11.68 $2.42K - $2.83K
12.2K $140K
EWZ
Ishares Inc Msci Brazil ETF

ETFs
5.18K
+ 8.21%
$31.99 - $34.53 $166K - $179K
68.3K $2.21M
Activity Summary
Buys All Purchases 44 New Holdings 7 Increased Positions 37 Sells All Sells 21 Reductions 21 Sold out 0 Options Calls 0 Puts 0
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