Sterling Wealth Management, Inc. Purchases and Sells in Q4 2024

Sterling Wealth Management, Inc.

33 operations

Stock	Shares change	Price Range	Shares Held
DUHP	74.5K + 27.01%	$33.62 - $35.69 $2.51M - $2.66M	350K $11.8B
VTI	3.52K + 3.19%	$280.04 - $302.45 $985K - $1.06M	114K $32.9B
DFCF	39.1K + 22.66%	$41.17 - $43.34 $1.61M - $1.69M	212K $8.74B
DFAT	18.2K + 6.97%	$54.54 - $61.04 $993K - $1.11M	280K $15.6B
DFSD	20.2K + 15.36%	$46.75 - $47.8 $945K - $966K	152K $7.12B
DIMENSIONAL ETF TRUST	28.6K + 12.47%	N/A	258K $7.75B

4 operations

Stock	Shares change	Price Range	Shares Held
YUM	3.38K New	$130.36 - $139.54 $441K - $472K	3.38K $454M
IWF	525 New	$370.24 - $418.94 $194K - $220K	525 $211M
ALL	1.05K New	$181.25 - $208.2 $190K - $218K	1.05K $202M
DFSU	5.29K New	N/A	5.29K $200M

40 operations

Stock	Shares change	Price Range	Shares Held
VNQ	-4.26K - 7.58%	$87.85 - $98.6 $374K - $420K	51.9K $4.63B
IVV	-1.01K - 25.74%	$570.51 - $610.59 $573K - $614K	2.9K $1.71B
VBR	-549 - 1.39%	$197.36 - $217.3 $108K - $119K	38.8K $7.69B
EFV	-40 - 0.1%	$51.78 - $57.15 $2.07K - $2.29K	40K $2.1B
PEP	-49 - 0.57%	$151.29 - $176.1 $7.41K - $8.63K	8.57K $1.3B
REET	-1.99K - 4.77%	$23.43 - $26.54 $46.7K - $52.9K	39.8K $953M

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