Greenspring Advisors, LLC Purchases in Q3 2024

Greenspring Advisors, LLC

  • $444 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AGG
Ishares Core U.S. Aggregate Bo

ETFs
34.1K
+ 16.9%
$96.25 - $101.98 $3.28M - $3.47M
236K $23.9M
DFIC
Dimensional ETF Tr Dimensional

ETFs
47.8K
+ 8.52%
$25.36 - $28.37 $1.21M - $1.36M
609K $17.1M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
15.7K
+ 101.21%
$100.3 - $100.74 $1.58M - $1.58M
31.3K $3.15M
AAPL
Apple Inc.

Technology
2.43K
+ 6.83%
$207.23 - $234.82 $504K - $571K
38K $8.86M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
23.3K
+ 7.47%
$25.21 - $28.46 $588K - $664K
336K $9.45M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
13K
+ 154.68%
$76.94 - $79.54 $999K - $1.03M
21.4K $1.7M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.7K
+ 72.15%
$405.19 - $478.57 $690K - $815K
4.06K $1.87M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
8.83K
+ 130.26%
$81.31 - $83.29 $718K - $735K
15.6K $1.3M
AVGO
Broadcom Inc.

Technology
4.08K
New
$136.27 - $1745.86 $555K - $7.11M
4.08K $703K
DFIV
Dimensional ETF Tr

ETFs
14.8K
+ 253.45%
$34.66 - $38.38 $514K - $569K
20.7K $787K
BND
Vanguard Bd Index Fd Inc Total

ETFs
4.44K
+ 6.79%
$71.45 - $75.64 $317K - $335K
69.8K $5.24M
VTI
Vanguard Total Stock Market Et

ETFs
715
+ 3.39%
$255.18 - $283.2 $182K - $202K
21.8K $6.18M
ABBV
Abb Vie Inc.

Healthcare
2.59K
New
$163.84 - $199.33 $424K - $515K
2.59K $510K
BNDX
Vanguard Total International B

ETFs
8.91K
+ 93.7%
$48.42 - $50.35 $431K - $448K
18.4K $925K
AVDV
American Centy ETF Tr Avantis

ETFs
6.01K
+ 179.55%
$62.52 - $71.12 $375K - $427K
9.35K $660K
MRK
Merck & Co., Inc.

Healthcare
3.5K
New
$111.15 - $128.97 $389K - $452K
3.5K $397K
VCIT
Vanguard Intermediate Term Cor

ETFs
4.34K
+ 79.72%
$79.29 - $84.02 $344K - $364K
9.78K $818K
DHR
Danaher Corp

Healthcare
1.33K
New
$239.25 - $280.76 $318K - $374K
1.33K $370K
COST
Costco Wholesale Corp

Consumer Defensive
399
+ 105.84%
$801.83 - $917.05 $320K - $366K
776 $687K
REET
Ishares Global Reit ETF

ETFs
8.32K
+ 21.99%
$23.07 - $27.17 $192K - $226K
46.1K $1.23M
V
Visa Inc.

Financial Services
1.27K
New
$253.74 - $291.56 $323K - $371K
1.27K $349K
AVES
American Centy ETF Tr Avantis

ETFs
5.87K
+ 51.76%
$46.0 - $52.55 $270K - $308K
17.2K $897K
VIG
Vanguard Dividend Appreciation

ETFs
1.87K
+ 30.08%
$182.15 - $182.15 $340K - $340K
8.07K $1.47M
UNH
Unitedhealth Group Inc

Healthcare
542
New
$488.01 - $604.18 $265K - $327K
542 $316K
MSFT
Microsoft Corp

Technology
860
+ 20.59%
$395.15 - $467.56 $340K - $402K
5.04K $2.17M
ORCL
Oracle Corp

Technology
1.26K
+ 56.14%
$125.9 - $170.35 $159K - $215K
3.51K $597K
SHV
Ishares Tr

ETFs
2.49K
+ 19.17%
$110.05 - $110.63 $274K - $275K
15.5K $1.71M
DFAS
Dimensional ETF Tr U S Small C

ETFs
3.34K
+ 39.56%
$59.25 - $65.33 $198K - $218K
11.8K $764K
AMZN
Amazon Com Inc

Consumer Cyclical
1.55K
+ 31.96%
$161.02 - $200.0 $250K - $311K
6.41K $1.19M
IDEV
Ishares Core Msci Intl Develop

ETFs
1.85K
+ 8.11%
$63.46 - $71.43 $118K - $132K
24.7K $1.75M
FISV
Fiserv Inc

Technology
1.97K
New
N/A
1.97K $246K
IJS
Ishares S&P Smallcap 600 Value

ETFs
1.98K
+ 80.23%
$95.81 - $109.03 $190K - $216K
4.45K $479K
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
6.64K
New
$31.15 - $35.67 $207K - $237K
6.64K $233K
DFUS
Dimensional ETF Tr U S Equity

ETFs
3.37K
+ 51.83%
$56.04 - $62.2 $189K - $210K
9.87K $613K
EWX
Spdr S&P Emerging Markets Smal

ETFs
3.66K
New
$54.3 - $62.38 $199K - $228K
3.66K $228K
VNQ
Vanguard Specialized Funds Van

ETFs
2.33K
New
$82.97 - $98.97 $193K - $231K
2.33K $227K
SPGI
S&P Global Inc.

Financial Services
430
New
$446.32 - $527.38 $192K - $227K
430 $222K
LOW
Lowes Companies Inc

Consumer Cyclical
790
New
$213.3 - $270.78 $169K - $214K
790 $213K
AVEM
American Centy ETF Tr Avantis

ETFs
3.1K
+ 90.86%
$57.2 - $65.59 $177K - $203K
6.51K $420K
PSN
Parsons Corp

Industrials
2K
New
$76.52 - $103.68 $153K - $207K
2K $207K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
3.3K
New
$55.06 - $62.25 $182K - $206K
3.3K $203K
JPM
Jpmorgan Chase & CO

Financial Services
394
+ 37.0%
$194.9 - $224.8 $76.8K - $88.6K
1.46K $307K
Dimensional ETF Trust
15.3K
+ 109.56%
N/A
29.3K $0
Activity Summary
Buys All Purchases 44 New Holdings 15 Increased Positions 29 Sells All Sells 10 Reductions 10 Sold out 0 Options Calls 0 Puts 0
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