Luminvest Wealth Management LLC Purchases and Sells in Q3 2024

Luminvest Wealth Management LLC

17 operations

Stock	Shares change	Price Range	Shares Held
VTI	10.6K + 4.73%	$255.18 - $283.2 $2.7M - $3M	235K $66.9B
VXUS	50.1K + 8.38%	$58.03 - $65.37 $2.91M - $3.28M	648K $41.8B
VCIT	46.8K + 40.28%	$79.29 - $84.02 $3.71M - $3.93M	163K $13.6B
BND	29.1K + 17.48%	$71.45 - $75.64 $2.08M - $2.2M	196K $14.6B
VCSH	26.6K + 41.92%	$76.94 - $79.54 $2.05M - $2.12M	90.2K $7.15B
BNDX	30.7K + 11.34%	$48.42 - $50.35 $1.49M - $1.55M	301K $15.1B

2 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IWM	924 New	$200.87 - $224.6 $186K - $208K	924 $208M
HD	507 New	$333.64 - $405.2 $169K - $205K	507 $206M

3 operations

Stock	Shares change	Price Range	Shares Held
AAPL	-114 - 3.04%	$207.23 - $234.82 $23.6K - $26.8K	3.64K $850M
VOO	-24 - 0.14%	$475.2 - $527.7 $11.4K - $12.7K	16.6K $8.84B
VEU	-5.38K - 1.23%	$56.47 - $63.69 $304K - $342K	431K $27B

2 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BIV	-5.21K Closed	$74.26 - $78.84 $387K - $411K	0 $0
NSC	-800 Closed	$213.75 - $259.69 $171K - $208K	0 $0

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