Fonville Wealth Management LLC Incresed Positions in Q3 2024

Fonville Wealth Management LLC

  • $289 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
42.5K
+ 41.82%
$46.5 - $49.42 $1.98M - $2.1M
144K $7.08B
DFAU
Dimensional ETF Tr

ETFs
22.4K
+ 3.82%
$35.8 - $39.69 $804K - $891K
610K $24.2B
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
23.9K
+ 35.86%
$74.26 - $78.84 $1.77M - $1.88M
90.5K $7.1B
BND
Vanguard Bd Index Fd Inc Total

ETFs
19K
+ 10.45%
$71.45 - $75.64 $1.36M - $1.44M
201K $15.1B
AVUV
American Centy ETF Tr Avantis

ETFs
11.7K
+ 10.65%
$88.24 - $99.7 $1.03M - $1.16M
121K $11.6B
VUSB
Vanguard Bd Index Fds
24.5K
+ 9.25%
N/A
289K $14.4B
DFAI
Dimensional ETF Tr

ETFs
18.7K
+ 5.64%
$28.69 - $32.06 $536K - $599K
350K $11.1B
AVUS
American Centy ETF Tr Avantis

ETFs
7.09K
+ 8.71%
$86.27 - $95.15 $612K - $675K
88.5K $8.42B
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
9.44K
+ 13.1%
$60.13 - $68.17 $567K - $643K
81.5K $5.52B
VEA
Vanguard Ftse Developed Market

ETFs
10.4K
+ 7.59%
$47.6 - $53.31 $493K - $552K
147K $7.75B
AVEM
American Centy ETF Tr Avantis

ETFs
6.8K
+ 4.97%
$57.2 - $65.59 $389K - $446K
144K $9.28B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
13.6K
+ 14.17%
$36.02 - $41.68 $490K - $567K
110K $4.52B
AVIV
American Centy ETF Tr Avantis
11.1K
+ 17.14%
$50.37 - $56.43 $559K - $627K
75.9K $4.26B
AAPL
Apple Inc.

Technology
1.59K
+ 7.27%
$207.23 - $234.82 $330K - $374K
23.5K $5.47B
REZ
Ishares Tr Residential And Mul

ETFs
3.73K
+ 9.1%
$76.42 - $91.19 $285K - $340K
44.7K $3.97B
DFIV
Dimensional ETF Tr

ETFs
9.45K
+ 5.51%
$34.66 - $38.38 $327K - $363K
181K $6.88B
VO
Vanguard Mid Cap ETF

ETFs
781
+ 3.27%
$237.84 - $263.83 $186K - $206K
24.7K $6.51B
AVLV
American Centy ETF Tr Avantis
3.34K
+ 2.33%
$60.05 - $65.83 $201K - $220K
147K $9.67B
AVDV
American Centy ETF Tr Avantis

ETFs
2.72K
+ 3.72%
$62.52 - $71.12 $170K - $193K
75.8K $5.36B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
600
+ 6.95%
$475.2 - $527.7 $285K - $317K
9.23K $4.87B
NVDA
Nvidia Corp

Technology
3.29K
+ 48.81%
$98.91 - $134.91 $325K - $443K
10K $1.22B
IVW
Ishares S&P 500 Growth ETF

ETFs
2.64K
+ 9.47%
$84.77 - $97.13 $224K - $256K
30.5K $2.92B
MSFT
Microsoft Corp

Technology
1K
+ 13.22%
$395.15 - $467.56 $395K - $468K
8.57K $3.69B
VTI
Vanguard Total Stock Market Et

ETFs
576
+ 7.71%
$255.18 - $283.2 $147K - $163K
8.04K $2.28B
VTV
Vanguard Value ETF

ETFs
293
+ 1.77%
$159.75 - $174.57 $46.8K - $51.1K
16.8K $2.94B
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
2.41K
+ 2.29%
$47.18 - $48.74 $114K - $117K
108K $5.24B
IVE
Ishares S&P 500 Value ETF

ETFs
618
+ 7.58%
$181.06 - $197.17 $112K - $122K
8.77K $1.73B
RTX
Raytheon Technologies Corp

Industrials
558
+ 7.72%
$99.55 - $123.34 $55.5K - $68.8K
7.78K $943M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
288
+ 1.61%
$117.9 - $128.2 $34K - $36.9K
18.2K $2.33B
IWM
Ishares Russell 2000 ETF

ETFs
361
+ 5.28%
$200.87 - $224.6 $72.5K - $81.1K
7.19K $1.59B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
622
+ 1.08%
$76.38 - $78.87 $47.5K - $49.1K
58K $4.56B
VGT
Vanguard Information Technolog

ETFs
230
+ 11.44%
$514.43 - $606.85 $118K - $140K
2.24K $1.31B
SHV
Ishares Tr

ETFs
1.2K
+ 45.96%
$110.05 - $110.63 $132K - $132K
3.8K $420M
GOOG
Alphabet Inc.

Communication Services
959
+ 52.63%
$149.54 - $192.66 $143K - $185K
2.78K $465M
AMZN
Amazon Com Inc

Consumer Cyclical
1.01K
+ 12.03%
$161.02 - $200.0 $163K - $202K
9.4K $1.75B
META
Meta Platforms, Inc.

Communication Services
130
+ 26.53%
$453.41 - $572.44 $58.9K - $74.4K
620 $355M
WMT
Walmart Inc.

Consumer Defensive
684
+ 20.49%
$66.91 - $81.4 $45.8K - $55.7K
4.02K $325M
ABBV
Abb Vie Inc.

Healthcare
245
+ 12.64%
$163.84 - $199.33 $40.1K - $48.8K
2.18K $431M
GOOGL
Alphabet Inc.

Communication Services
986
+ 24.6%
$148.65 - $191.18 $147K - $189K
4.99K $828M
SLQD
Ishares 0 5 Year Investment Gr

ETFs
945
+ 2.47%
$49.07 - $50.44 $46.4K - $47.7K
39.2K $1.98B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
139
+ 0.75%
$58.03 - $65.37 $8.07K - $9.09K
18.6K $1.2B
SPY
Spdr S&P 500 ETF Trust

ETFs
133
+ 29.42%
$517.38 - $573.86 $68.8K - $76.3K
585 $336M
BX
Blackstone Inc.

Financial Services
219
+ 11.83%
$120.77 - $159.66 $26.4K - $35K
2.07K $317M
EEM
Ishares Msci Emerging Markets

ETFs
973
+ 7.78%
$40.42 - $46.7 $39.3K - $45.4K
13.5K $618M
IVV
Ishares Core S&P 500 ETF

ETFs
1
+ 0.04%
$520.18 - $576.82 $520 - $577
2.81K $1.62B
SO
Southern CO

Utilities
265
+ 6.15%
$77.0 - $90.52 $20.4K - $24K
4.58K $413M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
232
+ 1.15%
$19.78 - $23.53 $4.59K - $5.46K
20.5K $474M
PG
Procter & Gamble CO

Consumer Defensive
282
+ 19.18%
$160.76 - $177.82 $45.3K - $50.1K
1.75K $303M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
47
+ 6.98%
$405.19 - $478.57 $19K - $22.5K
720 $331M
Activity Summary
Buys All Purchases 80 New Holdings 19 Increased Positions 61 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
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