Vestia Personal Wealth Advisors Reduced Holdings in Q3 2024

Vestia Personal Wealth Advisors

  • $106 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
XDSQ
Innovator Etfs Tr Us Equity Ac
-5.99K
- 11.65%
$31.47 - $35.08 $188K - $210K
45.4K $1.59B
VONE
Vanguard Russell 1000 ETF

ETFs
-269
- 19.85%
$234.0 - $260.07 $62.9K - $70K
1.09K $282M
VNQ
Vanguard Specialized Funds Van

ETFs
-294
- 11.49%
$82.97 - $98.97 $24.4K - $29.1K
2.26K $221M
IVW
Ishares S&P 500 Growth ETF

ETFs
-6
- 0.23%
$84.77 - $97.13 $509 - $583
2.65K $253M
OEF
Ishares S&P 100 ETF

ETFs
-1
- 0.12%
$266.03 - $266.03 $266 - $266
804 $223M
SCHK
Schwab Strategic Tr 1000 Index

ETFs
-37
- 0.88%
$49.82 - $55.29 $1.84K - $2.05K
4.16K $230M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-217
- 3.18%
$41.02 - $46.01 $8.9K - $9.98K
6.61K $301M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-47
- 6.28%
$405.19 - $478.57 $19K - $22.5K
701 $323M
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
-632
- 1.56%
$41.93 - $44.13 $26.5K - $27.9K
39.8K $1.76B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-57
- 0.87%
$41.9 - $48.26 $2.39K - $2.75K
6.52K $312M
VBR
Vanguard Small Cap Value ETF

ETFs
-1
- 0.07%
$179.99 - $201.6 $180 - $202
1.42K $284M
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
-150
- 1.04%
$30.27 - $34.42 $4.54K - $5.16K
14.3K $488M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-205
- 1.67%
$48.51 - $52.86 $9.94K - $10.8K
12.1K $639M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-123
- 2.1%
$95.81 - $109.03 $11.8K - $13.4K
5.75K $619M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-92
- 1.27%
$77.23 - $87.97 $7.11K - $8.09K
7.17K $622M
Fidelity Enhanced Large Cap Value ETF
-20
- 0.05%
N/A
37.3K $1.15B
Activity Summary
Buys All Purchases 57 New Holdings 9 Increased Positions 48 Sells All Sells 17 Reductions 17 Sold out 0 Options Calls 0 Puts 0
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