Diversified Portfolios, Inc. Purchases and Sells in Q1 2024

Diversified Portfolios, Inc.

$699 Million
Q1 2024

Top Buys

Incresed Positions

57 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VTI	2.55K + 0.61%	$232.77 - $260.14 $594K - $664K	420K $109M
FLOT	186K + 93.02%	$50.64 - $51.08 $9.4M - $9.48M	385K $19.7M
IUSB	134K + 18.69%	$45.02 - $46.27 $6.01M - $6.18M	848K $38.7M
AVDE	55.8K + 14.32%	$58.3 - $63.83 $3.25M - $3.56M	445K $28.4M
BSV	63.3K + 6.76%	$76.34 - $77.25 $4.84M - $4.89M	1M $76.7M
AVEM	53.3K + 31.33%	$53.02 - $58.54 $2.83M - $3.12M	224K $13M

New Holdings

7 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SCHO	9.58K New	$48.05 - $48.63 $460K - $466K	9.58K $461K
CVNA	3.49K New	$41.0 - $90.81 $143K - $317K	3.49K $307K
ETN	801 New	$233.1 - $316.58 $187K - $254K	801 $250K
GPN	1.57K New	$125.51 - $138.98 $197K - $218K	1.57K $209K
ORCL	1.62K New	$102.46 - $129.24 $166K - $209K	1.62K $202K
XLF	4.75K New	$37.27 - $42.12 $177K - $200K	4.75K $200K

Top Sells

Reduced Positions

39 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	-267 - 1.04%	$169.0 - $195.18 $45.1K - $52.1K	25.5K $4.37M
BND	-5.18K - 7.13%	$71.76 - $73.66 $372K - $382K	67.5K $4.91M
EAGG	-3.24K - 20.15%	$46.54 - $47.74 $151K - $155K	12.9K $604K
VNQ	-389 - 0.57%	$82.58 - $89.12 $32.1K - $34.7K	68.4K $5.91M
AGG	-1.38K - 12.87%	$96.75 - $99.37 $133K - $137K	9.31K $911K
NKE	-106 - 3.03%	$92.58 - $107.18 $9.81K - $11.4K	3.39K $318K

Activity Summary All Purchases 64 New Holdings 7 Increased Positions 57 All Sells 39 Reductions 39 Sold out 0 Calls 0 Puts 0

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