Dodds Wealth, LLC Sells in Q3 2024

Dodds Wealth, LLC

  • $300 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VNQ
Vanguard Specialized Funds Van

ETFs
-36K
- 34.42%
$82.97 - $98.97 $2.98M - $3.56M
68.5K $6.42B
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-44.9K
- 42.6%
$36.06 - $37.66 $1.62M - $1.69M
60.6K $2.25B
GOOG
Alphabet Inc.

Communication Services
-458
- 7.22%
$149.54 - $192.66 $68.5K - $88.2K
5.88K $960M
DFAR
Dimensional ETF Tr Dimensional

ETFs
-7.69K
- 42.71%
$21.91 - $26.03 $168K - $200K
10.3K $255M
GOOGL
Alphabet Inc.

Communication Services
-300
- 8.72%
$148.65 - $191.18 $44.6K - $57.4K
3.14K $509M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-1.85K
- 13.59%
$162.83 - $179.16 $301K - $331K
11.8K $2.09B
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-6.22K
- 39.52%
$19.78 - $23.53 $123K - $146K
9.52K $212M
AAPL
Apple Inc.

Technology
-113
- 0.81%
$207.23 - $234.82 $23.4K - $26.5K
13.9K $3.18B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-11
- 0.85%
$434.77 - $502.96 $4.78K - $5.53K
1.28K $628M
JNJ
Johnson & Johnson

Healthcare
-307
- 9.03%
$145.48 - $167.38 $44.7K - $51.4K
3.09K $496M
IVV
Ishares Core S&P 500 ETF

ETFs
-54
- 2.66%
$520.18 - $576.82 $28.1K - $31.1K
1.98K $1.14B
SPY
Spdr S&P 500 ETF Trust

ETFs
-2
- 0.33%
$517.38 - $573.86 $1.03K - $1.15K
602 $347M
DFUS
Dimensional ETF Tr U S Equity

ETFs
-874
- 2.96%
$56.04 - $62.2 $49K - $54.4K
28.6K $1.79B
PEP
Pepsico Inc

Consumer Defensive
-41
- 1.34%
$161.9 - $179.3 $6.64K - $7.35K
3.03K $524M
DFAS
Dimensional ETF Tr U S Small C

ETFs
-473
- 3.5%
$59.25 - $65.33 $28K - $30.9K
13K $832M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-3.44K
- 6.6%
$117.9 - $128.2 $405K - $441K
48.7K $6.27B
DFAI
Dimensional ETF Tr

ETFs
-2.18K
- 1.22%
$28.69 - $32.06 $62.5K - $69.9K
176K $5.49B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-21
- 0.54%
$405.19 - $478.57 $8.51K - $10K
3.89K $1.77B
Activity Summary
Buys All Purchases 29 New Holdings 3 Increased Positions 26 Sells All Sells 19 Reductions 19 Sold out 0 Options Calls 0 Puts 0
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