Disciplined Investments, LLC Purchases and Sells in Q4 2024

Disciplined Investments, LLC

$197 Million
Q4 2024

Top Buys

Incresed Positions

68 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFSD	12.6K + 13.6%	$46.75 - $47.8 $589K - $602K	105K $4.93M
JBHT	3.14K + 8.96%	$164.22 - $197.19 $515K - $618K	38.1K $6.51M
VCIT	4.48K + 184.51%	$80.13 - $83.77 $359K - $375K	6.91K $554K
VCSH	5.56K + 5.92%	$77.86 - $79.27 $433K - $441K	99.5K $7.76M
IVV	379 + 11.57%	$570.51 - $610.59 $216K - $231K	3.65K $2.15M
BSV	3.27K + 27.91%	$77.02 - $78.58 $252K - $257K	15K $1.16M

New Holdings

10 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AGG	10.2K New	$96.64 - $101.23 $985K - $1.03M	10.2K $987K
ITOT	4.14K New	$124.26 - $134.12 $514K - $555K	4.14K $531K
USHY	8.43K New	$36.54 - $37.53 $308K - $316K	8.43K $310K
IUSB	6.83K New	$45.07 - $47.1 $308K - $322K	6.83K $308K
VGIT	4.99K New	$57.78 - $60.4 $288K - $301K	4.99K $289K
BND	3.94K New	$71.75 - $75.11 $283K - $296K	3.94K $283K

Top Sells

Reduced Positions

31 operations

Stock	Shares change	Price Range	Shares Held	Trade History
PSX	-297 - 0.57%	$110.35 - $138.93 $32.8K - $41.3K	51.5K $5.86M
VNQI	-692 - 1.01%	$39.22 - $47.52 $27.1K - $32.9K	67.6K $2.67M
VNQ	-419 - 0.87%	$87.85 - $98.6 $36.8K - $41.3K	48K $4.27M
EFG	-6 - 0.02%	$96.83 - $106.88 $581 - $641	30.7K $2.98M
TFLO	-4.71K - 4.43%	$50.37 - $50.63 $237K - $238K	102K $5.12M
VGK	-400 - 1.99%	$63.27 - $70.31 $25.3K - $28.1K	19.7K $1.25M

Activity Summary All Purchases 78 New Holdings 10 Increased Positions 68 All Sells 31 Reductions 31 Sold out 0 Calls 0 Puts 0

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