Fonville Wealth Management LLC Purchases in Q3 2024

Fonville Wealth Management LLC

  • $289 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
42.5K
+ 41.82%
$46.5 - $49.42 $1.98M - $2.1M
144K $7.08B
DFAU
Dimensional ETF Tr

ETFs
22.4K
+ 3.82%
$35.8 - $39.69 $804K - $891K
610K $24.2B
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
23.9K
+ 35.86%
$74.26 - $78.84 $1.77M - $1.88M
90.5K $7.1B
BND
Vanguard Bd Index Fd Inc Total

ETFs
19K
+ 10.45%
$71.45 - $75.64 $1.36M - $1.44M
201K $15.1B
AVUV
American Centy ETF Tr Avantis

ETFs
11.7K
+ 10.65%
$88.24 - $99.7 $1.03M - $1.16M
121K $11.6B
VUSB
Vanguard Bd Index Fds
24.5K
+ 9.25%
N/A
289K $14.4B
DFAI
Dimensional ETF Tr

ETFs
18.7K
+ 5.64%
$28.69 - $32.06 $536K - $599K
350K $11.1B
AVUS
American Centy ETF Tr Avantis

ETFs
7.09K
+ 8.71%
$86.27 - $95.15 $612K - $675K
88.5K $8.42B
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
9.44K
+ 13.1%
$60.13 - $68.17 $567K - $643K
81.5K $5.52B
VEA
Vanguard Ftse Developed Market

ETFs
10.4K
+ 7.59%
$47.6 - $53.31 $493K - $552K
147K $7.75B
AVEM
American Centy ETF Tr Avantis

ETFs
6.8K
+ 4.97%
$57.2 - $65.59 $389K - $446K
144K $9.28B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
13.6K
+ 14.17%
$36.02 - $41.68 $490K - $567K
110K $4.52B
AVIV
American Centy ETF Tr Avantis
11.1K
+ 17.14%
$50.37 - $56.43 $559K - $627K
75.9K $4.26B
AAPL
Apple Inc.

Technology
1.59K
+ 7.27%
$207.23 - $234.82 $330K - $374K
23.5K $5.47B
REZ
Ishares Tr Residential And Mul

ETFs
3.73K
+ 9.1%
$76.42 - $91.19 $285K - $340K
44.7K $3.97B
DFIV
Dimensional ETF Tr

ETFs
9.45K
+ 5.51%
$34.66 - $38.38 $327K - $363K
181K $6.88B
VO
Vanguard Mid Cap ETF

ETFs
781
+ 3.27%
$237.84 - $263.83 $186K - $206K
24.7K $6.51B
AVLV
American Centy ETF Tr Avantis
3.34K
+ 2.33%
$60.05 - $65.83 $201K - $220K
147K $9.67B
AVDV
American Centy ETF Tr Avantis

ETFs
2.72K
+ 3.72%
$62.52 - $71.12 $170K - $193K
75.8K $5.36B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
600
+ 6.95%
$475.2 - $527.7 $285K - $317K
9.23K $4.87B
XLK
Technology Sector Spdr

ETFs
2.01K
New
$197.34 - $237.68 $396K - $477K
2.01K $453M
AVGO
Broadcom Inc.

Technology
2.26K
New
$136.27 - $1745.86 $309K - $3.95M
2.26K $390M
NVDA
Nvidia Corp

Technology
3.29K
+ 48.81%
$98.91 - $134.91 $325K - $443K
10K $1.22B
XLV
Select Sector Spdr Fund Health

ETFs
2.28K
New
$143.3 - $157.24 $327K - $358K
2.28K $351M
LLY
Eli Lilly & CO

Healthcare
388
New
$772.14 - $960.02 $300K - $372K
388 $343M
IVW
Ishares S&P 500 Growth ETF

ETFs
2.64K
+ 9.47%
$84.77 - $97.13 $224K - $256K
30.5K $2.92B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
3.12K
New
$96.25 - $101.98 $300K - $318K
3.12K $316M
MSFT
Microsoft Corp

Technology
1K
+ 13.22%
$395.15 - $467.56 $395K - $468K
8.57K $3.69B
EFA
Ishares Tr Msci Eafe ETF

ETFs
3.46K
New
$75.32 - $84.37 $261K - $292K
3.46K $290M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
3.45K
New
$81.31 - $83.29 $280K - $287K
3.45K $286M
VTI
Vanguard Total Stock Market Et

ETFs
576
+ 7.71%
$255.18 - $283.2 $147K - $163K
8.04K $2.28B
VTV
Vanguard Value ETF

ETFs
293
+ 1.77%
$159.75 - $174.57 $46.8K - $51.1K
16.8K $2.94B
XLF
Financial Sector Spdr

ETFs
5.81K
New
$40.84 - $45.74 $237K - $266K
5.81K $263M
HD
Home Depot, Inc.

Consumer Cyclical
639
New
$333.64 - $405.2 $213K - $259K
639 $259M
Rbb Fd Inc
5.14K
New
N/A
5.14K $258M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
2.41K
+ 2.29%
$47.18 - $48.74 $114K - $117K
108K $5.24B
IVE
Ishares S&P 500 Value ETF

ETFs
618
+ 7.58%
$181.06 - $197.17 $112K - $122K
8.77K $1.73B
VGIT
Vanguard Intermediate Term Tre

ETFs
4.03K
New
$57.8 - $60.8 $233K - $245K
4.03K $244M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
8.39K
New
$27.8 - $29.26 $233K - $245K
8.39K $244M
NFLX
Netflix Inc

Communication Services
343
New
$598.55 - $722.26 $205K - $248K
343 $243M
CVX
Chevron Corp

Energy
1.58K
New
$137.88 - $161.97 $218K - $257K
1.58K $233M
RTX
Raytheon Technologies Corp

Industrials
558
+ 7.72%
$99.55 - $123.34 $55.5K - $68.8K
7.78K $943M
MORN
Morningstar, Inc.

Financial Services
676
New
$295.85 - $326.31 $200K - $221K
676 $216M
MCD
Mcdonalds Corp

Consumer Cyclical
706
New
$245.82 - $304.51 $174K - $215K
706 $215M
JPM
Jpmorgan Chase & CO

Financial Services
989
New
$194.9 - $224.8 $193K - $222K
989 $209M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
288
+ 1.61%
$117.9 - $128.2 $34K - $36.9K
18.2K $2.33B
CAT
Caterpillar Inc

Industrials
527
New
$316.8 - $391.12 $167K - $206K
527 $206M
SAIC
Science Applications International Corp

Technology
1.46K
New
$113.4 - $139.27 $165K - $203K
1.46K $203M
IWM
Ishares Russell 2000 ETF

ETFs
361
+ 5.28%
$200.87 - $224.6 $72.5K - $81.1K
7.19K $1.59B
Activity Summary
Buys All Purchases 80 New Holdings 19 Increased Positions 61 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
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