Connecticut Wealth Management, LLC Sells in Q3 2024

Connecticut Wealth Management, LLC

  • $2.06 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-4.32K
- 6.43%
$95.1 - $106.76 $410K - $461K
62.8K $6.71M
IWM
Ishares Russell 2000 ETF

ETFs
-1.71K
- 4.71%
$200.87 - $224.6 $344K - $384K
34.6K $7.65M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-657
- 0.97%
$75.32 - $84.37 $49.5K - $55.4K
67.1K $5.61M
ORCL
Oracle Corp

Technology
-276
- 2.27%
$125.9 - $170.35 $34.7K - $47K
11.9K $2.02M
NEE
Nextera Energy Inc

Utilities
-365
- 1.45%
$69.9 - $84.97 $25.5K - $31K
24.7K $2.09M
DGRO
Ishares Core Dividend Growth E

ETFs
-3.16K
- 2.85%
$57.47 - $62.76 $181K - $198K
108K $6.76M
ACN
Accenture PLC

Technology
-55
- 0.69%
$295.44 - $355.81 $16.2K - $19.6K
7.87K $2.78M
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
-5.75K
- 5.25%
$72.52 - $82.35 $417K - $473K
104K $8.49M
VOT
Vanguard Mid Cap Growth Index

ETFs
-567
- 1.39%
$218.05 - $243.47 $124K - $138K
40.3K $9.8M
VTV
Vanguard Value ETF

ETFs
-516
- 1.38%
$159.75 - $174.57 $82.4K - $90.1K
36.8K $6.42M
HD
Home Depot, Inc.

Consumer Cyclical
-816
- 5.6%
$333.64 - $405.2 $272K - $331K
13.8K $5.57M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-530
- 1.22%
$125.95 - $142.04 $66.8K - $75.3K
42.9K $6.09M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
-583
- 0.86%
$305.34 - $350.41 $178K - $204K
67.2K $23.2M
VTI
Vanguard Total Stock Market Et

ETFs
-1.91K
- 2.32%
$255.18 - $283.2 $487K - $541K
80.6K $22.8M
VUG
Vanguard Growth ETF

ETFs
-71
- 0.06%
$341.08 - $391.94 $24.2K - $27.8K
115K $44.3M
SPY
Spdr S&P 500 ETF Trust

ETFs
-24
- 0.06%
$517.38 - $573.86 $12.4K - $13.8K
38.7K $22.2M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-19.7K
- 3.17%
$58.03 - $65.37 $1.14M - $1.29M
601K $38.9M
VB
Vanguard Small Cap ETF

ETFs
-2.4K
- 1.66%
$214.77 - $237.72 $515K - $571K
142K $33.8M
VEA
Vanguard Ftse Developed Market

ETFs
-14.7K
- 1.42%
$47.6 - $53.31 $701K - $785K
1.02M $54M
VO
Vanguard Mid Cap ETF

ETFs
-93
- 0.05%
$237.84 - $263.83 $22.1K - $24.5K
202K $53.4M
Activity Summary
Buys All Purchases 89 New Holdings 19 Increased Positions 70 Sells All Sells 171 Reductions 171 Sold out 0 Options Calls 0 Puts 0
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