Carl Stuart Investment Advisor, Inc Incresed Positions in Q1 2024

Carl Stuart Investment Advisor, Inc

  • $154 Million
  • Q1 2024
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
23.6K
+ 8.41%
$232.77 - $260.14 $5.49M - $6.13M
304K $79M
IAU
Ishares Gold Trust

ETFs
13.3K
+ 2.17%
$37.66 - $42.01 $503K - $561K
627K $26.3M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
27.7K
+ 12.12%
$55.74 - $60.35 $1.54M - $1.67M
256K $15.4M
VEU
Vanguard Ftse All World Ex Us

ETFs
21
+ 0.38%
$54.0 - $58.69 $1.13K - $1.23K
5.61K $329K
Activity Summary
Buys All Purchases 5 New Holdings 1 Increased Positions 4 Sells All Sells 8 Reductions 8 Sold out 0 Options Calls 0 Puts 0
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