D. Scott Neal, Inc. Closed Holding Positions

D. Scott Neal, Inc.

  • $216 Million
  • Q3 2025
Stock Closed Quarter Shares Sold Price Range Trade History
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
Q2 2022 Filed on Jul 11, 2022
13,442
$49.95 - $54.8 $671K - $737K
SPYG
Spdr Portfolio

ETFs
Q2 2022 Filed on Jul 11, 2022
144,779
$50.47 - $67.39 $7.31M - $9.76M
XLP
Consumer Staples Sector Spdr

ETFs
Q2 2022 Filed on Jul 11, 2022
117,423
N/A
SCHB
Schwab Strategic Tr Us Broad M

ETFs
Q2 2022 Filed on Jul 11, 2022
24,908
$42.93 - $53.98 $1.07M - $1.34M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
Q2 2022 Filed on Jul 11, 2022
33,483
$45.19 - $56.15 $1.51M - $1.88M
XLV
Select Sector Spdr Fund Health

ETFs
Q2 2022 Filed on Jul 11, 2022
66,664
$119.89 - $142.83 $7.99M - $9.52M
LQD
Ishares Iboxx $ Investment Gra

ETFs
Q2 2022 Filed on Jul 11, 2022
1,763
$107.41 - $121.51 $189K - $214K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
Q2 2022 Filed on Jul 11, 2022
3,270
$81.97 - $83.48 $268K - $273K
TLT
Ishares Barclays 20+ Year Trea

ETFs
Q1 2022 Filed on May 04, 2022
1,736
$128.66 - $144.3 $223K - $251K
VOT
Vanguard Mid Cap Growth Index

ETFs
Q1 2022 Filed on May 04, 2022
53,766
$199.76 - $251.37 $10.7M - $13.5M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
Q4 2021 Filed on Jan 21, 2022
68,555
$70.21 - $77.4 $4.81M - $5.31M
NEE
Nextera Energy Inc

Utilities
Q4 2021 Filed on Jan 21, 2022
4,166
$77.83 - $93.36 $324K - $389K
ROST
Ross Stores, Inc.

Consumer Cyclical
Q4 2021 Filed on Jan 21, 2022
2,857
$104.87 - $119.65 $300K - $342K
FNDF
Schwab Fundamental Intl Large

ETFs
Q4 2021 Filed on Jan 21, 2022
46,053
$31.55 - $34.05 $1.45M - $1.57M
SPSB
Spdr Portfolio Short Term Corp

ETFs
Q4 2021 Filed on Jan 21, 2022
7,071
$30.92 - $31.24 $219K - $221K
PNC
Pnc Financial Services Group, Inc.

Financial Services
Q4 2021 Filed on Jan 21, 2022
1,769
$192.55 - $216.56 $341K - $383K
FNDC
Schwab Fundamental Intl Small

ETFs
Q3 2021 Filed on Nov 04, 2021
6,491
$37.86 - $40.67 $246K - $264K
VXF
Vanguard Extended Market ETF

ETFs
Q3 2021 Filed on Nov 04, 2021
13,936
$178.6 - $192.23 $2.49M - $2.68M
CVX
Chevron Corp

Energy
Q2 2021 Filed on Aug 02, 2021
3,276
$100.95 - $110.81 $331K - $363K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
Q2 2021 Filed on Aug 02, 2021
93,695
$129.78 - $131.28 $12.2M - $12.3M
IEF
Ishares Barclays

ETFs
Q2 2021 Filed on Aug 02, 2021
2,115
$113.04 - $115.78 $239K - $245K
VBK
Vanguard Small Cap Growth ETF

ETFs
Q1 2021 Filed on Apr 30, 2021
41,680
$262.76 - $302.04 $11M - $12.6M
General Electric CO
Q1 2021 Filed on Apr 30, 2021
11,832
N/A
EFG
Msci Eafe Growth ETF

ETFs
Q1 2021 Filed on Apr 30, 2021
55,585
$97.17 - $105.39 $5.4M - $5.86M
FPXI
First Tr Exchange Traded Fd Ii

ETFs
Q1 2021 Filed on Apr 30, 2021
23,859
$63.43 - $78.45 $1.51M - $1.87M
VGSH
Vanguard

ETFs
Q1 2021 Filed on Apr 30, 2021
22,033
$61.49 - $61.63 $1.35M - $1.36M
VGIT
Vanguard Intermediate Term Tre

ETFs
Q3 2020 Filed on Oct 15, 2020
299,969
$70.34 - $70.85 $21.1M - $21.3M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
Q2 2020 Filed on Jul 16, 2020
5,626
$67.79 - $86.78 $381K - $488K
ACWI
Ishares Msci Acwi ETF

ETFs
Q2 2020 Filed on Jul 16, 2020
4,159
$59.7 - $77.34 $248K - $322K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
Q1 2020 Filed on Apr 27, 2020
54,903
$44.1 - $51.09 $2.42M - $2.8M
USRT
Ishares Core U.S. Reit ETF

ETFs
Q1 2020 Filed on Apr 27, 2020
32,512
$32.36 - $58.18 $1.05M - $1.89M
VCIT
Vanguard Intermediate Term Cor

ETFs
Q1 2020 Filed on Apr 27, 2020
252,767
$78.83 - $94.82 $19.9M - $24M
UWM
Proshares Ultra Russell 2000

ETFs
Q1 2020 Filed on Apr 27, 2020
2,664
$12.57 - $40.24 $33.5K - $107K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
Q1 2020 Filed on Apr 27, 2020
513,002
$71.75 - $82.34 $36.8M - $42.2M
SPIB
Spdr Portfolio Intermediate Te

ETFs
Q1 2020 Filed on Apr 27, 2020
8,266
$30.81 - $36.22 $255K - $299K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
Q1 2020 Filed on Apr 27, 2020
120,885
$23.47 - $34.75 $2.84M - $4.2M
FLRN
Spdr Bloomberg Investment Grad

ETFs
Q1 2020 Filed on Apr 27, 2020
343,548
$26.27 - $30.83 $9.03M - $10.6M
Bb&T Corp
Q4 2019 Filed on Jan 16, 2020
7,971
N/A
Proshares Tr
Q3 2019 Filed on Oct 16, 2019
7,750
N/A
SPMD
Spdr Portfolio

ETFs
Q2 2019 Filed on Jul 25, 2019
9,144
N/A
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
Q2 2019 Filed on Jul 25, 2019
7,505
N/A
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
Q2 2019 Filed on Jul 25, 2019
9,054
N/A
Wisdomtree Tr
Q1 2019 Filed on Apr 11, 2019
237,694
N/A
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
Q4 2018 Filed on Feb 06, 2019
5,140
$36.68 - $41.1 $189K - $211K
SCHA
Schwab Strategic Tr Us Small C

ETFs
Q4 2018 Filed on Feb 06, 2019
14,063
N/A
SCHG
Schwab Strategic Tr Us Large C

ETFs
Q4 2018 Filed on Feb 06, 2019
45,473
N/A
SCHC
Schwab Strategic Tr Intl Small

ETFs
Q3 2018 Filed on Nov 13, 2018
26,383
N/A
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
Q3 2018 Filed on Nov 13, 2018
7,213
N/A
SPLK
Splunk Inc

Technology
Q3 2018 Filed on Nov 13, 2018
1,500
$95.38 - $128.64 $143K - $193K
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