Hurlow Wealth Management Group, Inc. Purchases in Q3 2024

Hurlow Wealth Management Group, Inc.

  • $319 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VV
Vanguard Large Cap ETF

ETFs
6.44K
+ 4.82%
$236.92 - $263.4 $1.53M - $1.7M
140K $36.8M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
146K
New
$23.04 - $24.06 $3.35M - $3.5M
146K $3.5M
DFAS
Dimensional ETF Tr U S Small C

ETFs
22.4K
+ 9.0%
$59.25 - $65.33 $1.33M - $1.47M
272K $17.6M
VNQ
Vanguard Specialized Funds Van

ETFs
6.21K
+ 4.35%
$82.97 - $98.97 $515K - $614K
149K $14.5M
DFUS
Dimensional ETF Tr U S Equity

ETFs
11.7K
+ 2.56%
$56.04 - $62.2 $655K - $727K
469K $29.2M
DFIC
Dimensional ETF Tr Dimensional

ETFs
59.6K
+ 38.49%
$25.36 - $28.37 $1.51M - $1.69M
215K $6.04M
VB
Vanguard Small Cap ETF

ETFs
1.53K
+ 1.92%
$214.77 - $237.72 $329K - $364K
81.3K $19.3M
VEA
Vanguard Ftse Developed Market

ETFs
6.44K
+ 1.64%
$47.6 - $53.31 $306K - $343K
400K $21.1M
VCIT
Vanguard Intermediate Term Cor

ETFs
7.83K
+ 7.69%
$79.29 - $84.02 $621K - $658K
110K $9.18M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
4.74K
+ 2.39%
$41.9 - $48.26 $198K - $229K
203K $9.69M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
19.4K
+ 52.51%
$25.21 - $28.46 $490K - $553K
56.4K $1.59M
DFAI
Dimensional ETF Tr

ETFs
94
+ 0.04%
$28.69 - $32.06 $2.7K - $3.01K
235K $7.47M
DFAX
Dimensional ETF Tr
563
+ 0.2%
$24.29 - $27.25 $13.7K - $15.3K
287K $7.75M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
3.29K
+ 6.39%
$74.26 - $78.84 $244K - $259K
54.8K $4.29M
META
Meta Platforms, Inc.

Communication Services
667
+ 133.67%
$453.41 - $572.44 $302K - $382K
1.17K $667K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
2.95K
+ 3.68%
$76.94 - $79.54 $227K - $234K
83K $6.59M
VUG
Vanguard Growth ETF

ETFs
107
+ 0.31%
$341.08 - $391.94 $36.5K - $41.9K
34.3K $13.2M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
6.6K
+ 5.5%
$62.4 - $62.4 $412K - $412K
127K $7.9M
WMT
Walmart Inc.

Consumer Defensive
72
+ 0.35%
$66.91 - $81.4 $4.82K - $5.86K
20.7K $1.67M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
4.31K
+ 7.06%
$48.06 - $49.39 $207K - $213K
65.5K $3.23M
VEU
Vanguard Ftse All World Ex Us

ETFs
3.81K
New
$56.47 - $63.69 $215K - $243K
3.81K $240K
GIS
General Mills Inc

Consumer Defensive
3.03K
New
$62.5 - $75.15 $189K - $227K
3.03K $223K
VT
Vanguard Total World Stk Index

ETFs
1.83K
New
$107.72 - $119.96 $197K - $219K
1.83K $218K
ACN
Accenture PLC

Technology
586
New
$295.44 - $355.81 $173K - $209K
586 $207K
IVV
Ishares Core S&P 500 ETF

ETFs
352
New
$520.18 - $576.82 $183K - $203K
352 $203K
CINF
Cincinnati Financial Corp

Financial Services
65
+ 0.63%
$115.7 - $138.2 $7.52K - $8.98K
10.4K $1.41M
VO
Vanguard Mid Cap ETF

ETFs
47
+ 0.71%
$237.84 - $263.83 $11.2K - $12.4K
6.7K $1.77M
ABBV
Abb Vie Inc.

Healthcare
2
+ 0.04%
$163.84 - $199.33 $328 - $399
5.48K $1.08M
AFL
Aflac Inc

Financial Services
1
+ 0.02%
$88.52 - $111.8 $88.5 - $112
5.97K $667K
NEE
Nextera Energy Inc

Utilities
2
+ 0.03%
$69.9 - $84.97 $140 - $170
7.06K $596K
JCI
Johnson Controls International PLC

Industrials
2
+ 0.02%
$65.52 - $77.61 $131 - $155
8.12K $629K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
844
+ 2.71%
$47.01 - $48.2 $39.7K - $40.7K
31.9K $1.54M
PM
Philip Morris International Inc.

Consumer Defensive
71
+ 2.58%
$101.25 - $127.45 $7.19K - $9.05K
2.82K $342K
VBK
Vanguard Small Cap Growth ETF

ETFs
124
+ 12.89%
$240.48 - $267.94 $29.8K - $33.2K
1.09K $290K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
119
+ 0.89%
$38.03 - $42.06 $4.53K - $5.01K
13.5K $565K
DUK
Duke Energy Corp

Utilities
23
+ 0.8%
$99.35 - $117.71 $2.29K - $2.71K
2.92K $336K
CLX
Clorox CO

Consumer Defensive
2
+ 0.12%
$131.73 - $166.97 $263 - $334
1.72K $280K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
441
+ 4.18%
$36.98 - $41.55 $16.3K - $18.3K
11K $451K
ES
Eversource Energy

Utilities
2
+ 0.05%
$56.52 - $68.38 $113 - $137
3.92K $266K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
37
+ 1.0%
$117.9 - $128.2 $4.36K - $4.74K
3.73K $477K
MDT
Medtronic PLC

Healthcare
2
+ 0.06%
$76.84 - $91.03 $154 - $182
3.39K $304K
MUB
Ishares National Muni Bond ETF

ETFs
95
+ 0.78%
$106.13 - $108.7 $10.1K - $10.3K
12.3K $1.34M
XLY
Select Sector Spdr Consumer Di

ETFs
55
+ 4.44%
$170.05 - $200.86 $9.35K - $11K
1.3K $259K
XLK
Technology Sector Spdr

ETFs
119
+ 9.77%
$197.34 - $237.68 $23.5K - $28.3K
1.34K $301K
NVDA
Nvidia Corp

Technology
232
+ 8.87%
$98.91 - $134.91 $22.9K - $31.3K
2.85K $345K
VZ
Verizon Communications Inc

Communication Services
6
+ 0.1%
$38.89 - $45.0 $233 - $270
5.85K $262K
V
Visa Inc.

Financial Services
7
+ 0.71%
$253.74 - $291.56 $1.78K - $2.04K
992 $272K
AVUV
American Centy ETF Tr Avantis

ETFs
2
+ 0.09%
$88.24 - $99.7 $176 - $199
2.24K $214K
VGSH
Vanguard

ETFs
63
+ 0.83%
$57.74 - $59.13 $3.64K - $3.73K
7.68K $453K
Activity Summary
Buys All Purchases 56 New Holdings 7 Increased Positions 49 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 0
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