Archvest Wealth Advisors, Inc. Purchases in Q3 2024

Archvest Wealth Advisors, Inc.

  • $166 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
META
Meta Platforms, Inc.

Communication Services
15.7K
+ 1030.48%
$453.41 - $572.44 $7.1M - $8.96M
17.2K $9.83M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
48.1K
+ 13.9%
$96.25 - $101.98 $4.63M - $4.9M
394K $39.9M
DFAI
Dimensional ETF Tr

ETFs
42.9K
New
$28.69 - $32.06 $1.23M - $1.38M
42.9K $1.36M
VNQ
Vanguard Specialized Funds Van

ETFs
2.06K
+ 2.91%
$82.97 - $98.97 $171K - $204K
72.8K $7.09M
IMTM
Ishares Msci Intl Momentum Fac

ETFs
20.3K
New
$35.7 - $41.13 $723K - $833K
20.3K $817K
BND
Vanguard Bd Index Fd Inc Total

ETFs
10K
+ 69.19%
$71.45 - $75.64 $716K - $758K
24.5K $1.84M
IVV
Ishares Core S&P 500 ETF

ETFs
894
+ 11.86%
$520.18 - $576.82 $465K - $516K
8.43K $4.86M
IBM
International Business Machines Corp

Technology
2.16K
+ 116.17%
$175.1 - $223.38 $379K - $483K
4.02K $889K
IWM
Ishares Russell 2000 ETF

ETFs
1.2K
+ 7.4%
$200.87 - $224.6 $241K - $270K
17.4K $3.85M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1.99K
+ 24.12%
$175.46 - $203.3 $350K - $405K
10.3K $2.08M
CMF
Ishares California Muni Bond E

ETFs
6.57K
New
$56.65 - $58.17 $372K - $382K
6.57K $381K
VTV
Vanguard Value ETF

ETFs
1.15K
+ 12.22%
$159.75 - $174.57 $184K - $201K
10.6K $1.85M
TIP
Ishares Tr Tips Bd ETF

ETFs
2.59K
+ 22.47%
$105.92 - $110.83 $274K - $287K
14.1K $1.56M
GOOGL
Alphabet Inc.

Communication Services
2.36K
+ 41.56%
$148.65 - $191.18 $351K - $451K
8.04K $1.33M
AOA
Ishares Tr Core Aggressive All

ETFs
885
+ 1.68%
$72.11 - $79.05 $63.8K - $70K
53.7K $4.24M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
3.92K
New
$60.13 - $68.17 $235K - $267K
3.92K $265K
MSFT
Microsoft Corp

Technology
682
+ 18.62%
$395.15 - $467.56 $269K - $319K
4.34K $1.87M
SBUX
Starbucks Corp

Consumer Cyclical
2.37K
New
$72.51 - $98.6 $172K - $234K
2.37K $231K
ABT
Abbott Laboratories

Healthcare
1.8K
New
$100.07 - $118.13 $180K - $212K
1.8K $204K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
3.11K
New
$58.03 - $65.37 $180K - $203K
3.11K $201K
AOK
Ishares Tr Core Conservative A

ETFs
68
+ 0.07%
$36.8 - $38.71 $2.5K - $2.63K
103K $3.99M
PFE
Pfizer Inc

Healthcare
5.9K
New
$27.7 - $31.39 $163K - $185K
5.9K $170K
SCHP
Schwab Strategic Us Tips ETF

ETFs
2.38K
+ 9.93%
$51.58 - $53.79 $123K - $128K
26.3K $1.41M
VZ
Verizon Communications Inc

Communication Services
3.48K
New
$38.89 - $45.0 $135K - $156K
3.48K $156K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
1.2K
+ 4.16%
$50.85 - $53.88 $61K - $64.7K
30K $1.61M
T
At&T Inc.

Communication Services
5.41K
New
$18.21 - $22.28 $98.5K - $120K
5.41K $118K
VCIT
Vanguard Intermediate Term Cor

ETFs
551
+ 3.14%
$79.29 - $84.02 $43.7K - $46.3K
18.1K $1.52M
DFIV
Dimensional ETF Tr

ETFs
1.97K
+ 11.49%
$34.66 - $38.38 $68.2K - $75.5K
19.1K $726K
IWN
Ishares Russell2000 Val ETF

ETFs
9
+ 0.12%
$150.05 - $171.34 $1.35K - $1.54K
7.51K $1.25M
VTI
Vanguard Total Stock Market Et

ETFs
16
+ 0.33%
$255.18 - $283.2 $4.08K - $4.53K
4.91K $1.39M
PCG
Pg&E Corp

Utilities
3.91K
New
$17.08 - $20.6 $66.8K - $80.6K
3.91K $77K
NVDA
Nvidia Corp

Technology
742
+ 11.54%
$98.91 - $134.91 $73.4K - $100K
7.17K $870K
FNDF
Schwab Fundamental Intl Large

ETFs
28
+ 0.1%
$33.67 - $37.71 $943 - $1.06K
29.3K $1.09M
PID
Invesco Exchange Traded Fd Tr

ETFs
3.82K
New
$17.85 - $17.85 $68.3K - $68.3K
3.82K $68K
HPI
John Hancock Preferred Income Fund

Financial Services
3.35K
New
$16.64 - $18.91 $55.7K - $63.3K
3.35K $63K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
1K
+ 22.47%
$49.93 - $51.15 $49.9K - $51.2K
5.45K $278K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
4
+ 0.16%
$256.4 - $289.78 $1.03K - $1.16K
2.46K $698K
FNDX
Schwab Fundamental U S Large C

ETFs
34
+ 0.36%
$65.36 - $71.76 $2.22K - $2.44K
9.5K $681K
GE
General Electric CO

Industrials
2
+ 0.15%
$156.66 - $189.66 $313 - $379
1.34K $252K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
3
+ 0.08%
$105.53 - $118.34 $317 - $355
3.91K $456K
UBFO
United Security Bancshares

Financial Services
4.56K
New
$7.07 - $8.91 $32.2K - $40.6K
4.56K $39K
VV
Vanguard Large Cap ETF

ETFs
35
+ 2.49%
$236.92 - $263.4 $8.29K - $9.22K
1.44K $378K
VLUE
Ishares Msci Usa Value Factor

ETFs
23
+ 0.54%
$99.14 - $109.18 $2.28K - $2.51K
4.31K $469K
GGN
Gamco Global Gold, Natural Resources & Income Trust

Financial Services
4.63K
New
$3.99 - $4.33 $18.5K - $20K
4.63K $19K
Bitwise Bitcoin ETF Trust
4.65K
New
N/A
4.65K $0
2023 ETF Series Trust Ii
4.61K
New
N/A
4.61K $0
CVX
Chevron Corp

Energy
94
+ 3.89%
$137.88 - $161.97 $13K - $15.2K
2.51K $369K
AMZN
Amazon Com Inc

Consumer Cyclical
169
+ 2.51%
$161.02 - $200.0 $27.2K - $33.8K
6.91K $1.29M
GOOG
Alphabet Inc.

Communication Services
103
+ 3.35%
$149.54 - $192.66 $15.4K - $19.8K
3.18K $530K
Activity Summary
Buys All Purchases 50 New Holdings 17 Increased Positions 33 Sells All Sells 17 Reductions 17 Sold out 0 Options Calls 0 Puts 0
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