Hoge Financial Services, LLC Reduced Holdings in Q3 2024

Hoge Financial Services, LLC

  • $133 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
-1.16K
- 13.39%
$341.08 - $391.94 $396K - $455K
7.52K $2.89B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-2.13K
- 43.85%
$76.94 - $79.54 $164K - $170K
2.73K $217M
ROK
Rockwell Automation, Inc

Industrials
-218
- 8.9%
$248.27 - $294.37 $54.1K - $64.2K
2.23K $599M
KMB
Kimberly Clark Corp

Consumer Defensive
-1
- 0.05%
$135.05 - $148.35 $135 - $148
1.89K $269M
SPY
Spdr S&P 500 ETF Trust

ETFs
-6
- 1.43%
$517.38 - $573.86 $3.1K - $3.44K
413 $237M
MVBF
Mvb Financial Corp

Financial Services
-678
- 1.92%
$17.55 - $24.91 $11.9K - $16.9K
34.7K $671M
MCD
Mcdonalds Corp

Consumer Cyclical
-85
- 5.81%
$245.82 - $304.51 $20.9K - $25.9K
1.38K $420M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-967
- 0.91%
$75.32 - $84.37 $72.8K - $81.6K
106K $8.83B
VB
Vanguard Small Cap ETF

ETFs
-555
- 1.58%
$214.77 - $237.72 $119K - $132K
34.6K $8.21B
Activity Summary
Buys All Purchases 44 New Holdings 5 Increased Positions 39 Sells All Sells 9 Reductions 9 Sold out 0 Options Calls 0 Puts 0
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