Discipline Wealth Solutions, LLC Purchases and Sells in Q2 2024

Discipline Wealth Solutions, LLC

18 operations

Stock	Shares change	Price Range	Shares Held
BIV	44.7K + 11.83%	$73.13 - $75.43 $3.27M - $3.37M	423K $31.7M
DFAC	80.2K + 13.17%	$30.09 - $32.37 $2.41M - $2.6M	689K $22.2M
BNDX	38.1K + 12.39%	$48.24 - $49.07 $1.84M - $1.87M	345K $16.8M
IGSB	23.4K + 12.11%	$50.64 - $51.3 $1.19M - $1.2M	217K $11.1M
VEA	24.9K + 13.65%	$47.83 - $51.21 $1.19M - $1.28M	208K $10.3M
VOO	1.44K + 11.57%	$455.1 - $504.28 $654K - $725K	13.9K $6.93M

9 operations

Stock	Shares change	Price Range	Shares Held
AGG	5.67K New	$95.11 - $97.92 $539K - $555K	5.67K $549K
TILT	2.38K New	$186.32 - $200.65 $444K - $478K	2.38K $476K
IVE	2.34K New	$176.58 - $186.7 $413K - $437K	2.34K $426K
EFV	7.08K New	$52.34 - $56.41 $371K - $399K	7.08K $375K
TLTD	5.29K New	$68.63 - $73.28 $363K - $388K	5.29K $370K
DUHP	7.28K New	$29.72 - $32.4 $216K - $236K	7.28K $232K

1 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VTIP	-83 - 1.94%	$47.74 - $48.54 $3.96K - $4.03K	4.2K $203K

Get notified when there are updates to the investment portfolio of Discipline Wealth Solutions, LLC, based on Form 13F filings with the SEC.

Stay updated on Discipline Wealth Solutions, LLC with notifications on news.