Sterling Wealth Management, Inc. Purchases in Q2 2024

Sterling Wealth Management, Inc.

  • $211 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
DUHP
Dimensional ETF Tr Dimensional

ETFs
69.5K
New
$29.72 - $32.4 $2.07M - $2.25M
69.5K $2.22B
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
34.1K
New
$40.79 - $41.97 $1.39M - $1.43M
34.1K $1.42B
DFAE
Dimensional ETF Tr

ETFs
35.3K
+ 16.16%
$24.03 - $26.3 $848K - $928K
254K $6.56B
DFSD
Dimensional ETF Tr Short Durat

ETFs
23.4K
New
$46.64 - $47.15 $1.09M - $1.1M
23.4K $1.1B
Dimensional ETF Trust
32.8K
+ 65.29%
N/A
83.1K $2.4B
VTI
Vanguard Total Stock Market Et

ETFs
6
+ 0.01%
$245.23 - $269.4 $1.47K - $1.62K
117K $31.3B
DFAT
Dimensional ETF Tr U S Target

ETFs
23.5K
+ 14.54%
$50.18 - $54.47 $1.18M - $1.28M
185K $9.61B
Dimensional ETF Trust
14K
+ 2.94%
N/A
489K $24.8B
Dimensional ETF Trust
11.5K
New
N/A
11.5K $604M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.99K
+ 1.01%
$40.83 - $44.89 $81.1K - $89.2K
199K $8.72B
VEA
Vanguard Ftse Developed Market

ETFs
10.9K
+ 5.09%
$47.83 - $51.21 $520K - $557K
224K $11.1B
DFIV
Dimensional ETF Tr

ETFs
11.2K
+ 20.62%
$35.5 - $38.02 $399K - $428K
65.8K $2.37B
DFAS
Dimensional ETF Tr U S Small C

ETFs
10.4K
+ 8.66%
$57.42 - $62.37 $600K - $651K
131K $7.88B
Dimensional ETF Trust
14K
+ 33.91%
N/A
55.2K $1.38B
Dimensional ETF Trust
4.59K
New
N/A
4.59K $273M
DISV
Dimensional ETF Tr Dimensional

ETFs
8.53K
+ 37.01%
$26.23 - $28.56 $224K - $244K
31.6K $850M
DFIS
Dimensional ETF Tr Dimensional

ETFs
8.06K
+ 53.86%
$24.08 - $25.86 $194K - $208K
23K $567M
LLY
Eli Lilly & CO

Healthcare
5
+ 0.39%
$724.87 - $909.04 $3.62K - $4.55K
1.29K $1.17B
MSFT
Microsoft Corp

Technology
30
+ 0.8%
$389.33 - $452.85 $11.7K - $13.6K
3.76K $1.68B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
155
+ 0.06%
$30.09 - $32.37 $4.66K - $5.02K
282K $9.08B
NVDA
Nvidia Corp

Technology
2.29K
+ 900.0%
$118.11 - $1224.4 $270K - $2.8M
2.54K $314M
MUB
Ishares National Muni Bond ETF

ETFs
803
+ 21.0%
$105.37 - $107.16 $84.6K - $86K
4.63K $493M
JHMM
John Hancock Multifactor Mid C

ETFs
969
+ 15.28%
$53.47 - $57.04 $51.8K - $55.3K
7.31K $402M
AMZN
Amazon Com Inc

Consumer Cyclical
13
+ 0.64%
$173.67 - $197.85 $2.26K - $2.57K
2.03K $392M
IWF
Ishares Russell 1000 Gr ETF

ETFs
1
+ 0.14%
$316.15 - $367.33 $316 - $367
740 $270M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
9
+ 0.2%
$87.24 - $97.37 $785 - $876
4.58K $442M
XOM
Exxon Mobil Corp

Energy
181
+ 1.69%
$108.36 - $122.2 $19.6K - $22.1K
10.9K $1.25B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
55
+ 3.87%
$396.73 - $420.24 $21.8K - $23.1K
1.48K $600M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
2
+ 0.06%
$75.81 - $76.76 $152 - $154
3.29K $252M
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
50
+ 0.71%
$30.89 - $32.89 $1.54K - $1.64K
7.1K $225M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
598
+ 1.76%
$34.2 - $36.64 $20.5K - $21.9K
34.6K $1.22B
ABBV
Abb Vie Inc.

Healthcare
114
+ 4.0%
$154.79 - $180.76 $17.6K - $20.6K
2.96K $508M
IJS
Ishares S&P Smallcap 600 Value

ETFs
10
+ 0.39%
$94.12 - $102.13 $941 - $1.02K
2.56K $249M
REET
Ishares Global Reit ETF

ETFs
128
+ 0.31%
$21.86 - $23.58 $2.8K - $3.02K
41.4K $963M
ABT
Abbott Laboratories

Healthcare
1
+ 0.04%
$100.73 - $112.44 $101 - $112
2.63K $273M
GE
General Electric CO

Industrials
1
+ 0.06%
$136.47 - $175.36 $136 - $175
1.77K $281M
EFV
Msci Eafe Value ETF

ETFs
320
+ 0.8%
$52.34 - $56.41 $16.7K - $18.1K
40.1K $2.13B
IUSV
Ishares Core S&P U.S. Value Et

ETFs
120
+ 0.45%
$85.39 - $90.42 $10.2K - $10.9K
26.8K $2.36B
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
1.83K
+ 0.61%
$38.53 - $40.76 $70.4K - $74.4K
301K $11.8B
Activity Summary
Buys All Purchases 40 New Holdings 5 Increased Positions 35 Sells All Sells 19 Reductions 19 Sold out 0 Options Calls 0 Puts 0
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