Archetype Wealth Partners Sells in Q4 2024

Archetype Wealth Partners

  • $686 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-441K
- 70.42%
$77.86 - $79.27 $34.4M - $35M
185K $14.5M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-40.3K
- 6.1%
$11.42 - $12.5 $461K - $504K
620K $7.15M
NAD
Nuveen Quality Municipal Income Fund

Financial Services
-37.4K
- 34.69%
$11.39 - $12.41 $426K - $464K
70.4K $821K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-2.84K
- 1.44%
$126.68 - $134.74 $359K - $382K
193K $24.7M
GLD
Spdr Gold Trust

ETFs
-1.69K
- 2.29%
$236.59 - $257.5 $400K - $435K
72K $17.4M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-2.08K
- 12.48%
$174.22 - $187.62 $363K - $391K
14.6K $2.56M
SHV
Ishares Tr

ETFs
-3.44K
- 25.34%
$109.92 - $110.57 $378K - $380K
10.1K $1.12M
MGV
Vanguard Mega Cap Value

ETFs
-2.7K
- 19.53%
$124.06 - $133.48 $335K - $360K
11.1K $1.39M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-2.02K
- 4.19%
$33.77 - $44.09 $68.1K - $89K
46.2K $1.57M
IDV
Ishares Tr

ETFs
-7.98K
- 24.09%
$27.03 - $29.92 $216K - $239K
25.1K $688K
IVV
Ishares Core S&P 500 ETF

ETFs
-503
- 35.35%
$570.51 - $610.59 $287K - $307K
920 $542K
VO
Vanguard Mid Cap ETF

ETFs
-768
- 1.79%
$261.5 - $284.63 $201K - $219K
42.1K $11.1M
DGRO
Ishares Core Dividend Growth E

ETFs
-502
- 0.43%
$60.73 - $64.94 $30.5K - $32.6K
117K $7.15M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-920
- 9.56%
$87.1 - $98.49 $80.1K - $90.6K
8.7K $760K
STPZ
Pimco ETF Tr 1 5 Yr Us Tips In

ETFs
-3.35K
- 40.97%
$52.19 - $52.87 $175K - $177K
4.82K $252K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
-8.04K
- 10.6%
$11.1 - $12.03 $89.3K - $96.7K
67.9K $765K
PEP
Pepsico Inc

Consumer Defensive
-501
- 24.78%
$151.29 - $176.1 $75.8K - $88.2K
1.52K $231K
RWO
Spdr Dow Jones Global Real Est

ETFs
-662
- 3.78%
$42.41 - $47.31 $28.1K - $31.3K
16.9K $723K
JPM
Jpmorgan Chase & CO

Financial Services
-949
- 22.97%
$205.18 - $250.29 $195K - $238K
3.18K $763K
SPY
Spdr S&P 500 ETF Trust

ETFs
-2.21K
- 2.29%
$567.81 - $607.81 $1.26M - $1.34M
94.2K $55.2M
NZF
Nuveen Municipal Credit Income Fund

Financial Services
-3.68K
- 5.61%
$12.12 - $13.1 $44.7K - $48.3K
62K $754K
IAU
Ishares Gold Trust

ETFs
-1.22K
- 0.55%
$48.37 - $52.65 $59K - $64.2K
219K $10.9M
MRK
Merck & Co., Inc.

Healthcare
-152
- 3.77%
$96.31 - $114.76 $14.6K - $17.4K
3.88K $386K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-1.15K
- 9.2%
$48.33 - $49.08 $55.7K - $56.5K
11.4K $551K
KO
Coca Cola CO

Consumer Defensive
-22
- 0.36%
$61.74 - $71.71 $1.36K - $1.58K
6.17K $384K
PMM
Putnam Managed Municipal Income Trust

Financial Services
-4.91K
- 13.26%
$5.97 - $6.52 $29.3K - $32K
32.1K $192K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-500
- 12.42%
$81.68 - $82.93 $40.8K - $41.5K
3.53K $289K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-817
- 4.99%
$50.53 - $55.55 $41.3K - $45.4K
15.5K $792K
VZ
Verizon Communications Inc

Communication Services
-247
- 3.99%
$39.6 - $45.21 $9.78K - $11.2K
5.94K $237K
EZU
Ishares Inc Msci Eurozone ETF

ETFs
-69
- 0.97%
$46.96 - $51.46 $3.24K - $3.55K
7.05K $333K
NMZ
Nuveen Municipal High Income Opportunity Fund

Financial Services
-380
- 1.02%
$10.7 - $11.74 $4.07K - $4.46K
36.8K $398K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-12
- 0.35%
$131.66 - $144.0 $1.58K - $1.73K
3.44K $455K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-10
- 0.24%
$75.65 - $83.47 $757 - $835
4.11K $313K
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
-173
- 0.74%
$12.1 - $13.52 $2.09K - $2.34K
23.3K $286K
JUST
Goldman Sachs ETF Tr Just Us L

ETFs
-410
- 8.69%
$80.84 - $86.4 $33.1K - $35.4K
4.31K $358K
VB
Vanguard Small Cap ETF

ETFs
-525
- 1.62%
$233.76 - $261.58 $123K - $137K
31.9K $7.67M
DSM
Bny Mellon Strategic Municipal Bond Fund, Inc.

Financial Services
-2K
- 5.55%
$5.74 - $6.31 $11.5K - $12.6K
34K $198K
LEO
Bny Mellon Strategic Municipals, Inc.

Financial Services
-273
- 0.57%
$5.98 - $6.61 $1.63K - $1.8K
47.7K $288K
VTV
Vanguard Value ETF

ETFs
-31
- 1.48%
$168.32 - $181.87 $5.22K - $5.64K
2.06K $348K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
-314
- 2.15%
$33.7 - $37.69 $10.6K - $11.8K
14.3K $492K
PG
Procter & Gamble CO

Consumer Defensive
-9
- 0.59%
$161.05 - $179.7 $1.45K - $1.62K
1.5K $252K
CVX
Chevron Corp

Energy
-16
- 0.82%
$141.15 - $162.53 $2.26K - $2.6K
1.93K $279K
BSX
Boston Scientific Corp

Healthcare
-351
- 5.51%
$83.62 - $91.5 $29.4K - $32.1K
6.02K $538K
NUMG
Nuveen Esg Mid Cap Growth ETF

ETFs
-154
- 2.99%
$44.28 - $51.47 $6.82K - $7.93K
4.99K $236K
CSCO
Cisco Systems, Inc.

Technology
-100
- 2.04%
$52.45 - $60.02 $5.25K - $6K
4.79K $284K
CRM
Salesforce, Inc.

Technology
-36
- 3.46%
$270.87 - $367.87 $9.75K - $13.2K
1.01K $336K
COIN
Coinbase Global, Inc.

Technology
-169
- 11.82%
$163.17 - $343.62 $27.6K - $58.1K
1.26K $313K
GS
Goldman Sachs Group Inc

Financial Services
-4
- 0.52%
$486.1 - $608.57 $1.94K - $2.43K
770 $441K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-35
- 0.42%
$45.39 - $62.98 $1.59K - $2.2K
8.39K $477K
Activity Summary
Buys All Purchases 42 New Holdings 9 Increased Positions 33 Sells All Sells 54 Reductions 54 Sold out 0 Options Calls 2 Puts 0
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