Asset Planning Corporation Purchases and Sells in Q3 2024

Asset Planning Corporation

$152 Million
Q3 2024

Top Buys

Incresed Positions

19 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFCF	165K + 60.18%	$41.34 - $43.55 $6.82M - $7.19M	439K $19M
BRK-B	670 + 1.81%	$405.19 - $478.57 $271K - $321K	37.7K $17.4M
VIOV	102 + 0.1%	$82.38 - $93.84 $8.4K - $9.57K	99.1K $9.16M
VTV	878 + 2.16%	$159.75 - $174.57 $140K - $153K	41.6K $7.26M
VHT	162 + 0.56%	$261.88 - $288.1 $42.4K - $46.7K	29.3K $8.27M
IVOO	1.17K + 2.24%	$97.05 - $106.1 $113K - $124K	53.2K $5.62M

New Holdings

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFAI	355K New	$28.69 - $32.06 $10.2M - $11.4M	355K $11.3M
VCIT	9.76K New	$79.29 - $84.02 $774K - $820K	9.76K $817K
LMT	612 New	$460.3 - $584.56 $282K - $358K	612 $357K
NSC	884 New	$213.75 - $259.69 $189K - $230K	884 $219K
CATH	3K New	$62.26 - $69.39 $187K - $208K	3K $208K
AIVI	4.7K New	$39.41 - $44.27 $185K - $208K	4.7K $205K

Top Sells

Reduced Positions

11 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VEA	-182K - 56.96%	$47.6 - $53.31 $8.65M - $9.69M	137K $7.25M
EFA	-10.8K - 24.45%	$75.32 - $84.37 $814K - $912K	33.4K $2.79M
VCSH	-8.48K - 75.04%	$76.94 - $79.54 $653K - $675K	2.82K $224K
SCHO	-5.91K - 30.34%	$47.93 - $49.06 $283K - $290K	13.6K $664K
NVDA	-280 - 8.33%	$98.91 - $134.91 $27.7K - $37.8K	3.08K $374K
LDOS	-222 - 9.36%	$142.66 - $163.02 $31.7K - $36.2K	2.15K $350K

Activity Summary All Purchases 25 New Holdings 6 Increased Positions 19 All Sells 11 Reductions 11 Sold out 0 Calls 0 Puts 0

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