Joseph Group Capital Management Reduced Holdings in Q3 2024

Joseph Group Capital Management

  • $232 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
WEN
Wendy'S CO

Consumer Cyclical
-94.3K
- 99.05%
$15.83 - $18.24 $1.49M - $1.72M
908 $15K
MUB
Ishares National Muni Bond ETF

ETFs
-1.23K
- 3.04%
$106.13 - $108.7 $130K - $133K
39.2K $4.26M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-498
- 20.8%
$96.25 - $101.98 $47.9K - $50.8K
1.9K $192K
JNK
Spdr Bloomberg High Yield Bond

ETFs
-217
- 10.88%
$93.65 - $97.81 $20.3K - $21.2K
1.78K $173K
MUST
Columbia ETF Tr I Multi Sector

ETFs
-504
- 17.51%
$20.28 - $20.85 $10.2K - $10.5K
2.37K $49K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-212
- 10.42%
$44.83 - $47.42 $9.5K - $10.1K
1.82K $85K
RWO
Spdr Dow Jones Global Real Est

ETFs
-278
- 18.68%
$41.23 - $48.48 $11.5K - $13.5K
1.21K $57K
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
-172
- 18.38%
$27.15 - $30.78 $4.67K - $5.29K
764 $23K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-33
- 5.94%
$75.88 - $83.21 $2.5K - $2.75K
523 $43K
VNQ
Vanguard Specialized Funds Van

ETFs
-5
- 1.48%
$82.97 - $98.97 $415 - $495
333 $32K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-469
- 6.9%
$83.76 - $91.82 $39.3K - $43.1K
6.33K $577K
IGF
Ishares Global Infrastructure

ETFs
-389
- 6.62%
$47.97 - $54.56 $18.7K - $21.2K
5.49K $298K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-310
- 0.72%
$47.18 - $48.74 $14.6K - $15.1K
43K $2.1M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-55
- 0.19%
$92.63 - $105.69 $5.09K - $5.81K
28.3K $2.95M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-389
- 1.43%
$46.9 - $51.96 $18.2K - $20.2K
26.8K $1.38M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-151
- 0.97%
$117.9 - $128.2 $17.8K - $19.4K
15.4K $1.98M
PGR
Progressive Corp

Financial Services
-310
- 2.92%
$209.46 - $259.24 $64.9K - $80.4K
10.3K $2.61M
UNH
Unitedhealth Group Inc

Healthcare
-81
- 1.25%
$488.01 - $604.18 $39.5K - $48.9K
6.41K $3.75M
GLDM
World Gold Trust

ETFs
-1.11K
- 0.35%
$46.2 - $53.01 $51.3K - $58.8K
315K $16.4M
Activity Summary
Buys All Purchases 51 New Holdings 9 Increased Positions 42 Sells All Sells 20 Reductions 20 Sold out 0 Options Calls 0 Puts 0
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