Carl Stuart Investment Advisor, Inc Purchases and Sells in Q3 2024

Carl Stuart Investment Advisor, Inc

5 operations

Stock	Shares change	Price Range	Shares Held
VTI	26.5K + 8.7%	$255.18 - $283.2 $6.75M - $7.49M	330K $93.6M
VXUS	49.7K + 19.4%	$58.03 - $65.37 $2.88M - $3.25M	306K $19.8M
XOM	140 + 1.21%	$109.72 - $119.0 $15.4K - $16.7K	11.7K $1.37M
AAPL	26 + 2.19%	$207.23 - $234.82 $5.39K - $6.11K	1.22K $282K
VEU	66 + 1.18%	$56.47 - $63.69 $3.73K - $4.2K	5.68K $357K

2 operations

Stock	Shares change	Price Range	Shares Held	Trade History
V	1.06K New	$253.74 - $291.56 $268K - $308K	1.06K $290K
OBNK	6.33K New	N/A	6.33K $204K

4 operations

Stock	Shares change	Price Range	Shares Held
VOO	-4.15K - 8.67%	$475.2 - $527.7 $1.97M - $2.19M	43.7K $23.1M
VOT	-1.68K - 14.73%	$218.05 - $243.47 $367K - $410K	9.75K $2.37M
IAU	-4.55K - 0.73%	$44.06 - $50.5 $201K - $230K	623K $30.9M
GLD	-61 - 4.66%	$215.56 - $246.98 $13.1K - $15.1K	1.25K $303K

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