Urban Financial Advisory Corp Purchases in Q3 2024

Urban Financial Advisory Corp

$181 Billion
Q3 2024

Stock	Shares change	Price Range	Shares Held
FNDX Schwab Fundamental U S Large C ETFs	65.8K + 78.67%	$65.36 - $71.76 $4.3M - $4.72M	150K $10.7B
PICB Invesco ETF Tr Ii Intl Corp Bd ETFs	6.11K + 0.69%	$22.01 - $23.52 $134K - $144K	895K $21B
VCSH Vanguard Sht Term Corp Bd ETF ETFs	11.6K + 8.11%	$76.94 - $79.54 $894K - $924K	155K $12.3B
EEM Ishares Msci Emerging Markets ETFs	20.2K + 29.66%	$40.42 - $46.7 $816K - $943K	88.3K $4.05B
VNQI Vanguard Global Ex U.S. Real ETFs	2.31K + 9.77%	$40.45 - $47.24 $93.4K - $109K	25.9K $1.22B
EEMX Spdr Idx Shs Fds Msci Emerging	5.08K New	N/A	5.08K $179M
SCHF Schwab Strategic Tr Intl Eqty ETFs	4.24K New	$36.98 - $41.55 $157K - $176K	4.24K $174M
SPYX Spdr S&P 500 Fossil Fuel Reser ETFs	3.46K New	$42.38 - $47.25 $147K - $164K	3.46K $164M
VCIT Vanguard Intermediate Term Cor ETFs	1.89K New	$79.29 - $84.02 $150K - $159K	1.89K $158M
EFV Msci Eafe Value ETF ETFs	2.74K New	$51.72 - $57.96 $142K - $159K	2.74K $158M
ESML Ishares Esg Aware Msci Usa Sma ETFs	3.18K New	$38.03 - $42.06 $121K - $134K	3.18K $133M
SNPE Dbx ETF Tr Xtrackers S&P 500 E ETFs	2.38K New	$47.54 - $52.58 $113K - $125K	2.38K $125M
VNQ Vanguard Specialized Funds Van ETFs	1.27K New	$82.97 - $98.97 $105K - $125K	1.27K $123M
XLRE Select Sector Spdr Tr Real Est ETFs	48 + 0.26%	$38.04 - $45.36 $1.83K - $2.18K	18.4K $822M
MDYG Spdr S&P 400 Mid Cap Growth Et ETFs	1.28K New	$81.1 - $89.18 $104K - $114K	1.28K $112M
SPYV Spdr Portfolio S&P 500 Value E ETFs	2.01K New	$48.51 - $52.86 $97.6K - $106K	2.01K $106M
VSGX Vanguard World Fd Esg Intl Stk ETFs	1.68K New	$55.06 - $62.25 $92.3K - $104K	1.68K $103M
XJH Ishares Tr Esg Screened S&P Mi ETFs	2.38K New	$38.71 - $42.43 $92.2K - $101K	2.38K $101M
VO Vanguard Mid Cap ETF ETFs	356 New	$237.84 - $263.83 $84.7K - $93.9K	356 $93.9M
SLYV Spdr S&P 600 Small Cap Value E ETFs	1.02K New	$77.23 - $87.97 $78.4K - $89.3K	1.02K $88.1M
IWC Russell Micro Cap ETF ETFs	8 + 0.11%	$112.21 - $129.46 $898 - $1.04K	7.48K $923M
RWR Spdr Dow Jones Reit ETF ETFs	37 + 0.79%	$92.36 - $108.47 $3.42K - $4.01K	4.75K $506M
ITOT Ishares Core S&P Total U.S. St ETFs	511 New	$113.41 - $125.62 $58K - $64.2K	511 $64.1M
VEA Vanguard Ftse Developed Market ETFs	1.14K New	$47.6 - $53.31 $54.3K - $60.8K	1.14K $60.3M
VOO Vanguard Index Fds S&P 500 ETF ETFs	96 New	$475.2 - $527.7 $45.6K - $50.7K	96 $50.7M
IWM Ishares Russell 2000 ETF ETFs	9 + 0.35%	$200.87 - $224.6 $1.81K - $2.02K	2.56K $565M
SPYG Spdr Portfolio ETFs	545 New	$73.38 - $84.1 $40K - $45.8K	545 $45.2M
IEMG Ishares Inc ETFs	785 New	$53.64 - $53.64 $42.1K - $42.1K	785 $45.1M
MDY Spdr S&P Midcap 400 ETF Trust ETFs	4 + 0.33%	$523.84 - $572.02 $2.1K - $2.29K	1.23K $700M
ESGE Ishares, Inc. Ishares Esg Awar ETFs	1.21K New	$32.04 - $37.11 $38.8K - $45K	1.21K $44.1M
EFAX Spdr Index Shs Fds Msci Eafe F ETFs	421 + 5.26%	$39.23 - $44.22 $16.5K - $18.6K	8.43K $368M
VTI Vanguard Total Stock Market Et ETFs	131 New	$255.18 - $283.2 $33.4K - $37.1K	131 $37.1M
SPHY Spdr Ser Tr Spdr Portfolio Hig ETFs	1.5K New	$23.04 - $24.06 $34.6K - $36.1K	1.5K $36.1M
SLYG Spdr S&P 600 Small Cap Growth ETFs	13 + 0.32%	$85.03 - $94.56 $1.11K - $1.23K	4.08K $380M
IBND Spdr Bloomberg International C ETFs	875 New	$28.7 - $30.78 $25.1K - $26.9K	875 $26.8M
NUMG Nuveen Esg Mid Cap Growth ETF ETFs	561 New	$39.43 - $44.82 $22.1K - $25.1K	561 $25.2M
NUMV Nuveen Esg Mid Cap Value ETF ETFs	670 New	$32.65 - $36.84 $21.9K - $24.7K	670 $24.7M
VWO Vanguard Ftse Emerging Mkts Et ETFs	5 + 0.11%	$41.9 - $48.26 $210 - $241	4.72K $226M
MDYV Spdr S&P 400 Mid Cap Value ETF ETFs	12 + 0.43%	$71.9 - $79.86 $863 - $958	2.81K $223M
VB Vanguard Small Cap ETF ETFs	80 New	$214.77 - $237.72 $17.2K - $19K	80 $19M
VV Vanguard Large Cap ETF ETFs	3 + 0.34%	$236.92 - $263.4 $711 - $790	881 $232M

Activity Summary All Purchases 41 New Holdings 26 Increased Positions 15 All Sells 6 Reductions 6 Sold out 0 Calls 0 Puts 0

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Account

Urban Financial Advisory Corp Purchases in Q3 2024

Urban Financial Advisory Corp

65.8K

6.11K

11.6K

20.2K

2.31K

5.08K

4.24K

3.46K

1.89K

2.74K

3.18K

2.38K

1.27K

48

1.28K

2.01K

1.68K

2.38K

356

1.02K

8

37

511

1.14K

96

9

545

785

4

1.21K

421

131

1.5K

13

875

561

670

5

12

80

3

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