Fonville Wealth Management LLC Reduced Holdings in Q3 2024

Fonville Wealth Management LLC

  • $289 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SUB
Ishares Short Term National Mu

ETFs
-2.01K
- 5.96%
$104.3 - $106.3 $210K - $214K
31.8K $3.37B
SCHG
Schwab Strategic Tr Us Large C

ETFs
-211
- 9.6%
$92.63 - $105.69 $19.5K - $22.3K
1.99K $207M
VEU
Vanguard Ftse All World Ex Us

ETFs
-669
- 10.25%
$56.47 - $63.69 $37.8K - $42.6K
5.86K $369M
SPSB
Spdr Portfolio Short Term Corp

ETFs
-1.29K
- 2.68%
$29.58 - $30.31 $38.2K - $39.1K
46.9K $1.42B
EFG
Msci Eafe Growth ETF

ETFs
-231
- 8.72%
$96.84 - $108.77 $22.4K - $25.1K
2.42K $260M
ACN
Accenture PLC

Technology
-245
- 15.65%
$295.44 - $355.81 $72.4K - $87.2K
1.32K $466M
TSLA
Tesla, Inc.

Consumer Cyclical
-428
- 25.92%
$191.76 - $263.26 $82.1K - $113K
1.22K $320M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-162
- 2.76%
$76.94 - $79.54 $12.5K - $12.9K
5.7K $453M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-350
- 2.0%
$51.02 - $52.74 $17.9K - $18.5K
17.2K $904M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-2.05K
- 7.08%
$46.9 - $51.96 $96.1K - $107K
26.9K $1.39B
JAGG
Jpmorgan Tr Us Aggregate Bond

ETFs
-21
- 0.35%
N/A
6.03K $285M
VZ
Verizon Communications Inc

Communication Services
-150
- 3.02%
$38.89 - $45.0 $5.83K - $6.75K
4.82K $216M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-850
- 3.79%
$59.93 - $66.52 $50.9K - $56.5K
21.6K $1.44B
USRT
Ishares Core U.S. Reit ETF

ETFs
-237
- 4.93%
$53.07 - $62.66 $12.6K - $14.9K
4.57K $281M
IWV
Ishares Russell 3000 ETF

ETFs
-286
- 3.59%
$294.75 - $326.73 $84.3K - $93.4K
7.68K $2.51B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-309
- 1.14%
$36.98 - $41.55 $11.4K - $12.8K
26.9K $1.11B
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-136
- 0.55%
$25.45 - $29.53 $3.46K - $4.02K
24.6K $718M
DVY
Ishares Tr

ETFs
-17
- 0.37%
$119.99 - $135.74 $2.04K - $2.31K
4.63K $625M
EFV
Msci Eafe Value ETF

ETFs
-265
- 1.51%
$51.72 - $57.96 $13.7K - $15.4K
17.2K $991M
DFAR
Dimensional ETF Tr Dimensional

ETFs
-82
- 0.39%
$21.91 - $26.03 $1.8K - $2.13K
21.1K $541M
SCHC
Schwab Strategic Tr Intl Small

ETFs
-666
- 1.87%
$34.48 - $38.87 $23K - $25.9K
35K $1.35B
FVD
First Tr Value Line Divid Inde

ETFs
-397
- 1.55%
$40.45 - $45.49 $16.1K - $18.1K
25.3K $1.15B
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-899
- 1.53%
$38.51 - $41.69 $34.6K - $37.5K
58K $2.42B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-1K
- 2.04%
$60.84 - $67.51 $61K - $67.6K
48.2K $3.25B
VUG
Vanguard Growth ETF

ETFs
-69
- 0.4%
$341.08 - $391.94 $23.5K - $27K
17.3K $6.65B
VIG
Vanguard Dividend Appreciation

ETFs
-242
- 1.24%
$182.15 - $182.15 $44.1K - $44.1K
19.3K $3.82B
VB
Vanguard Small Cap ETF

ETFs
-1.08K
- 3.03%
$214.77 - $237.72 $233K - $258K
34.7K $8.24B
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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