Beaird Harris Wealth Management, LLC Sells in Q2 2024

Beaird Harris Wealth Management, LLC

  • $1.01 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
DFAS
Dimensional ETF Tr U S Small C

ETFs
-343K
- 33.92%
$57.42 - $62.37 $19.7M - $21.4M
668K $40.1M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-98.4K
- 47.94%
$112.27 - $120.96 $11M - $11.9M
107K $12.6M
AVEM
American Centy ETF Tr Avantis

ETFs
-145K
- 21.08%
$56.42 - $62.42 $8.19M - $9.07M
544K $33.2M
DFIV
Dimensional ETF Tr

ETFs
-126K
- 10.88%
$35.5 - $38.02 $4.46M - $4.77M
1.03M $37M
VLUE
Ishares Msci Usa Value Factor

ETFs
-48.7K
- 72.81%
$100.16 - $107.88 $4.88M - $5.25M
18.2K $1.88M
DFAR
Dimensional ETF Tr Dimensional

ETFs
-133K
- 7.36%
$20.41 - $22.23 $2.72M - $2.96M
1.68M $37.1M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-20.1K
- 1.5%
$38.53 - $40.76 $774K - $818K
1.32M $51.8M
DFAT
Dimensional ETF Tr U S Target

ETFs
-29.9K
- 5.47%
$50.18 - $54.47 $1.5M - $1.63M
516K $26.8M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-12.4K
- 19.75%
$75.81 - $76.76 $939K - $951K
50.3K $3.86M
AVSC
American Centy ETF Tr Avantis
-11.6K
- 8.36%
$47.89 - $52.25 $554K - $605K
127K $6.33M
AVDV
American Centy ETF Tr Avantis

ETFs
-6.43K
- 1.69%
$63.81 - $68.36 $410K - $440K
374K $24.3M
VNQ
Vanguard Specialized Funds Van

ETFs
-6.93K
- 14.71%
$78.61 - $85.97 $545K - $596K
40.2K $3.37M
SCHC
Schwab Strategic Tr Intl Small

ETFs
-17K
- 9.36%
$34.12 - $36.71 $581K - $626K
165K $5.87M
SHW
Sherwin Williams CO

Basic Materials
-82
- 0.65%
$291.95 - $338.16 $23.9K - $27.7K
12.6K $3.75M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-8.22K
- 26.81%
$73.13 - $75.43 $601K - $620K
22.4K $1.68M
DFAE
Dimensional ETF Tr

ETFs
-38.7K
- 11.71%
$24.03 - $26.3 $931K - $1.02M
292K $7.56M
AVIV
American Centy ETF Tr Avantis
-6.57K
- 4.83%
$52.26 - $55.37 $344K - $364K
130K $6.79M
ISCF
Ishares Msci Intl Small Cap Mu

ETFs
-10.5K
- 6.1%
$31.58 - $33.85 $332K - $355K
162K $5.21M
VGSH
Vanguard

ETFs
-4.7K
- 16.91%
$57.55 - $58.0 $270K - $273K
23.1K $1.34M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-1.49K
- 9.23%
$50.64 - $63.96 $75.4K - $95.2K
14.6K $779K
VEU
Vanguard Ftse All World Ex Us

ETFs
-3.86K
- 2.6%
$56.22 - $60.47 $217K - $233K
145K $8.48M
VB
Vanguard Small Cap ETF

ETFs
-500
- 5.76%
$210.76 - $226.94 $105K - $113K
8.18K $1.78M
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
-2.55K
- 12.33%
$62.48 - $66.89 $159K - $171K
18.1K $1.15M
SUB
Ishares Short Term National Mu

ETFs
-1.59K
- 7.25%
$104.04 - $104.8 $165K - $167K
20.3K $2.13M
VBR
Vanguard Small Cap Value ETF

ETFs
-371
- 3.5%
$177.65 - $191.11 $65.9K - $70.9K
10.2K $1.87M
AVSF
American Centy ETF Tr Avantis

ETFs
-3.45K
- 53.65%
$45.72 - $46.2 $158K - $159K
2.98K $137K
COP
Conocophillips

Energy
-97
- 1.26%
$109.39 - $133.52 $10.6K - $13K
7.61K $870K
PSX
Phillips 66

Energy
-4
- 0.11%
$135.85 - $172.71 $543 - $691
3.66K $516K
AVIG
American Centy ETF Tr Avantis

ETFs
-1.55K
- 11.1%
$39.99 - $41.15 $61.9K - $63.7K
12.4K $505K
KRE
Spdr S&P Regional Banking ETF

ETFs
-1.14K
- 59.17%
$45.75 - $51.19 $52K - $58.2K
784 $38K
VTV
Vanguard Value ETF

ETFs
-187
- 1.64%
$154.57 - $163.65 $28.9K - $30.6K
11.2K $1.79M
VTWO
Vanguard Russell 2000 ETF

ETFs
-640
- 94.67%
$77.95 - $84.63 $49.9K - $54.2K
36 $2K
IJS
Ishares S&P Smallcap 600 Value

ETFs
-202
- 3.38%
$94.12 - $102.13 $19K - $20.6K
5.78K $562K
AXP
American Express CO

Financial Services
-232
- 45.94%
$217.5 - $243.08 $50.5K - $56.4K
273 $63K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-918
- 4.48%
$37.19 - $39.82 $34.1K - $36.6K
19.6K $752K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-1.49K
- 12.83%
$40.83 - $44.89 $60.7K - $66.7K
10.1K $441K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-450
- 6.13%
$60.46 - $64.81 $27.2K - $29.2K
6.89K $424K
JNJ
Johnson & Johnson

Healthcare
-6
- 0.22%
$144.38 - $157.78 $866 - $947
2.77K $405K
LRCX
Lam Research Corp

Technology
-44
- 28.76%
$868.07 - $1089.58 $38.2K - $47.9K
109 $116K
ABBV
Abb Vie Inc.

Healthcare
-56
- 2.65%
$154.79 - $180.76 $8.67K - $10.1K
2.06K $352K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
-5
- 0.16%
$12.1 - $19.54 $60.5 - $97.7
3.03K $36K
NKE
Nike, Inc.

Consumer Cyclical
-56
- 4.41%
$75.37 - $97.18 $4.22K - $5.44K
1.21K $91K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-368
- 9.8%
$70.55 - $72.66 $26K - $26.7K
3.39K $244K
MSCI
Msci Inc.

Financial Services
-43
- 97.73%
$446.0 - $554.83 $19.2K - $23.9K
1 $0
URA
Global X Uranium ETF

ETFs
-750
- 58.46%
$28.77 - $33.21 $21.6K - $24.9K
533 $15K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-118
- 1.52%
$76.09 - $82.16 $8.98K - $9.69K
7.65K $599K
OGS
One Gas, Inc.

Utilities
-319
- 18.72%
$58.54 - $65.88 $18.7K - $21K
1.39K $88K
SBUX
Starbucks Corp

Consumer Cyclical
-41
- 3.09%
$72.5 - $91.53 $2.97K - $3.75K
1.29K $100K
OMC
Omnicom Group Inc.

Communication Services
-9
- 0.32%
$88.41 - $97.66 $796 - $879
2.85K $255K
Activity Summary
Buys All Purchases 343 New Holdings 184 Increased Positions 159 Sells All Sells 123 Reductions 121 Sold out 2 Options Calls 0 Puts 0
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