Asset Planning Corporation Purchases in Q3 2024

Asset Planning Corporation

  • $152 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DFAI
Dimensional ETF Tr

ETFs
355K
New
$28.69 - $32.06 $10.2M - $11.4M
355K $11.3M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
165K
+ 60.18%
$41.34 - $43.55 $6.82M - $7.19M
439K $19M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
670
+ 1.81%
$405.19 - $478.57 $271K - $321K
37.7K $17.4M
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
102
+ 0.1%
$82.38 - $93.84 $8.4K - $9.57K
99.1K $9.16M
VCIT
Vanguard Intermediate Term Cor

ETFs
9.76K
New
$79.29 - $84.02 $774K - $820K
9.76K $817K
VTV
Vanguard Value ETF

ETFs
878
+ 2.16%
$159.75 - $174.57 $140K - $153K
41.6K $7.26M
VHT
Vanguard Health Care ETF

ETFs
162
+ 0.56%
$261.88 - $288.1 $42.4K - $46.7K
29.3K $8.27M
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
1.17K
+ 2.24%
$97.05 - $106.1 $113K - $124K
53.2K $5.62M
LMT
Lockheed Martin Corp

Industrials
612
New
$460.3 - $584.56 $282K - $358K
612 $357K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
28
+ 0.23%
$475.2 - $527.7 $13.3K - $14.8K
12.2K $6.43M
IVV
Ishares Core S&P 500 ETF

ETFs
86
+ 1.08%
$520.18 - $576.82 $44.7K - $49.6K
8.02K $4.63M
NSC
Norfolk Southern Corp

Industrials
884
New
$213.75 - $259.69 $189K - $230K
884 $219K
CATH
Global X Fds Global X S&P 500

ETFs
3K
New
$62.26 - $69.39 $187K - $208K
3K $208K
AIVI
Kemiao Garment Holding Group

ETFs
4.7K
New
$39.41 - $44.27 $185K - $208K
4.7K $205K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
52
+ 0.36%
$77.23 - $87.97 $4.02K - $4.57K
14.4K $1.25M
FNDX
Schwab Fundamental U S Large C

ETFs
37
+ 0.18%
$65.36 - $71.76 $2.42K - $2.66K
20.3K $1.46M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
1.3K
+ 3.2%
$25.21 - $28.46 $32.6K - $36.9K
41.8K $1.18M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
18
+ 0.05%
$38.51 - $41.69 $693 - $750
34.9K $1.45M
SPY
Spdr S&P 500 ETF Trust

ETFs
2
+ 0.1%
$517.38 - $573.86 $1.03K - $1.15K
2.01K $1.15M
QQQ
Invesco Qqq Trust, Series 1

ETFs
33
+ 5.07%
$434.77 - $502.96 $14.3K - $16.6K
684 $333K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
1
+ 0.19%
$523.84 - $572.02 $524 - $572
525 $299K
DFSI
Dimensional ETF Tr Dimen Intl
3.06K
+ 16.84%
N/A
21.2K $0
VIG
Vanguard Dividend Appreciation

ETFs
2
+ 0.1%
$182.15 - $182.15 $364 - $364
1.93K $351K
MSFT
Microsoft Corp

Technology
1
+ 0.03%
$395.15 - $467.56 $395 - $468
3.26K $1.4M
Activity Summary
Buys All Purchases 25 New Holdings 6 Increased Positions 19 Sells All Sells 11 Reductions 11 Sold out 0 Options Calls 0 Puts 0
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