Arlington Financial Advisors, LLC Closed Holding Positions

Arlington Financial Advisors, LLC

  • $394 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
PYPL
Pay Pal Holdings, Inc.

Financial Services
Q2 2022 Filed on Jul 13, 2022
2,942
$69.84 - $121.86 $205K - $359K
WST
West Pharmaceutical Services Inc

Healthcare
Q2 2022 Filed on Jul 13, 2022
544
$280.61 - $420.45 $153K - $229K
VCEB
Vanguard World Fd Esg U S Corp

ETFs
Q1 2022 Filed on Apr 26, 2022
6,437
$66.76 - $72.88 $430K - $469K
TEAM
Atlassian Corp PLC

Technology
Q1 2022 Filed on Apr 26, 2022
573
$238.66 - $350.42 $137K - $201K
ADBE
Adobe Inc.

Technology
Q1 2022 Filed on Apr 26, 2022
360
$411.5 - $564.37 $148K - $203K
VB
Vanguard Small Cap ETF

ETFs
Q1 2022 Filed on Apr 26, 2022
2,771
$198.73 - $227.97 $551K - $632K
SQ
Block, Inc.

Technology
Q1 2022 Filed on Apr 26, 2022
2,452
$88.72 - $164.03 $218K - $402K
EEMA
Ishares Msci Emerging Markets

ETFs
Q1 2022 Filed on Apr 26, 2022
4,785
$68.2 - $84.66 $326K - $405K
HISF
First Tr Exc Traded Fd Iv High

ETFs
Q1 2022 Filed on Apr 26, 2022
4,480
$47.81 - $51.15 $214K - $229K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
Q1 2022 Filed on Apr 26, 2022
5,195
$35.57 - $40.83 $185K - $212K
GBF
Ishares Tr

ETFs
Q1 2022 Filed on Apr 26, 2022
3,139
$112.53 - $120.52 $353K - $378K
EFA
Ishares Tr Msci Eafe ETF

ETFs
Q1 2022 Filed on Apr 26, 2022
4,497
$66.84 - $79.66 $301K - $358K
IHE
Ishares Tr

ETFs
Q1 2022 Filed on Apr 26, 2022
12,234
$180.82 - $198.07 $2.21M - $2.42M
CSCO
Cisco Systems, Inc.

Technology
Q1 2022 Filed on Apr 26, 2022
3,555
$53.18 - $63.16 $189K - $225K
VCIT
Vanguard Intermediate Term Cor

ETFs
Q1 2022 Filed on Apr 26, 2022
3,261
$85.05 - $92.24 $277K - $301K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
Q1 2022 Filed on Apr 26, 2022
8,170
$77.77 - $81.19 $635K - $663K
PARA
Paramount Global

Communication Services
Q1 2022 Filed on Apr 26, 2022
11,285
$50.37 - $62.3 $568K - $703K
BX
Blackstone Inc.

Financial Services
Q4 2021 Filed on Jan 18, 2022
2,750
$110.95 - $148.88 $305K - $409K
DOMO
Domo, Inc.

Technology
Q4 2021 Filed on Jan 18, 2022
2,500
$46.75 - $93.75 $117K - $234K
WK
Workiva Inc

Technology
Q4 2021 Filed on Jan 18, 2022
1,500
$125.96 - $160.85 $189K - $241K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
Q4 2021 Filed on Jan 18, 2022
248,659
$49.97 - $50.67 $12.4M - $12.6M
APPN
Appian Corp

Technology
Q3 2021 Filed on Nov 12, 2021
1,600
$91.98 - $138.15 $147K - $221K
EDIT
Editas Medicine, Inc.

Healthcare
Q3 2021 Filed on Nov 12, 2021
4,400
$39.27 - $72.94 $173K - $321K
General Electric CO
Q3 2021 Filed on Nov 12, 2021
21,004
N/A
MMM
3 M CO

Industrials
Q3 2021 Filed on Nov 12, 2021
5,727
$175.42 - $202.83 $1M - $1.16M
ALL
Allstate Corp

Financial Services
Q3 2021 Filed on Nov 12, 2021
3,000
$127.31 - $137.87 $382K - $414K
KMB
Kimberly Clark Corp

Consumer Defensive
Q3 2021 Filed on Nov 12, 2021
1,600
$132.43 - $141.49 $212K - $226K
SPY
Spdr S&P 500 ETF Trust

ETFs
Q2 2021 Filed on Jul 30, 2021
2,234
$400.61 - $428.06 $895K - $956K
XLE
Energy Sector Spdr

ETFs
Q1 2021 Filed on Apr 23, 2021
19,945
$37.96 - $53.57 $757K - $1.07M
WFC
Wells Fargo & Company

Financial Services
Q1 2021 Filed on Apr 23, 2021
16,699
$29.7 - $40.81 $496K - $681K
BMY
Bristol Myers Squibb CO

Healthcare
Q1 2021 Filed on Apr 23, 2021
26,354
$59.34 - $66.74 $1.56M - $1.76M
LOW
Lowes Companies Inc

Consumer Cyclical
Q4 2020 Filed on Jan 29, 2021
1,234
$146.74 - $177.7 $181K - $219K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
Q3 2020 Filed on Nov 03, 2020
12,800
$54.16 - $54.5 $693K - $698K
SPTS
Spdr Portfolio Short Term Trea

ETFs
Q3 2020 Filed on Nov 03, 2020
11,600
$30.69 - $30.73 $356K - $356K
Slack Technologies Inc
Q3 2020 Filed on Nov 03, 2020
66,557
N/A
XLV
Select Sector Spdr Fund Health

ETFs
Q2 2020 Filed on Jul 15, 2020
4,707
$85.21 - $103.92 $401K - $489K
GIM
Templeton Global Income Fund

Financial Services
Q2 2020 Filed on Jul 15, 2020
12,900
$5.18 - $5.5 $66.8K - $71K
SLB
Schlumberger Limited

Energy
Q1 2020 Filed on Apr 09, 2020
36,111
$12.05 - $40.82 $435K - $1.47M
GNR
Spdr S&P Global Natural Resour

ETFs
Q1 2020 Filed on Apr 09, 2020
15,412
$25.37 - $46.38 $391K - $715K
KO
Coca Cola CO

Consumer Defensive
Q1 2020 Filed on Apr 09, 2020
42,841
$37.56 - $60.13 $1.61M - $2.58M
Invesco Exch Trd Slf Idx Fd
Q1 2020 Filed on Apr 09, 2020
8,258
N/A
ORCL
Oracle Corp

Technology
Q1 2020 Filed on Apr 09, 2020
40,809
$39.8 - $55.73 $1.62M - $2.27M
Royal Dutch Shell PLC
Q1 2020 Filed on Apr 09, 2020
29,665
N/A
EMLP
First Tr Exchange Traded Iv

ETFs
Q1 2020 Filed on Apr 09, 2020
571,614
$14.87 - $26.37 $8.5M - $15.1M
SCHX
Schwab Strategic Tr Us Large C

ETFs
Q1 2020 Filed on Apr 09, 2020
3,667
$26.61 - $40.52 $97.6K - $149K
FNDC
Schwab Fundamental Intl Small

ETFs
Q1 2020 Filed on Apr 09, 2020
342,876
$20.56 - $33.46 $7.05M - $11.5M
PDN
Invesco Fd Tr

ETFs
Q1 2020 Filed on Apr 09, 2020
195,064
$20.1 - $32.25 $3.92M - $6.29M
NTR
Nutrien Ltd.

Basic Materials
Q1 2020 Filed on Apr 09, 2020
32,337
$25.1 - $48.35 $812K - $1.56M
Columbia Ppty Tr Inc
Q1 2020 Filed on Apr 09, 2020
9,863
N/A
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