Journey Advisory Group, LLC Closed Holding Positions

Journey Advisory Group, LLC

  • $863 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
AVY
Avery Dennison Corp

Industrials
Q2 2022 Filed on Aug 02, 2022
1,400
$153.31 - $185.41 $215K - $260K
VLO
Valero Energy Corp

Energy
Q2 2022 Filed on Aug 02, 2022
2,450
$100.74 - $145.08 $247K - $355K
SCHV
Schwab Strategic Tr Us Large C

ETFs
Q2 2022 Filed on Aug 02, 2022
3,036
$60.93 - $72.3 $185K - $220K
QRVO
Qorvo, Inc.

Technology
Q2 2022 Filed on Aug 02, 2022
2,060
$93.12 - $123.49 $192K - $254K
SQ
Block, Inc.

Technology
Q2 2022 Filed on Aug 02, 2022
2,068
$57.51 - $145.19 $119K - $300K
BRK-A
Berkshire Hathaway Inc

Financial Services
Q2 2022 Filed on Aug 02, 2022
5
$402300.0 - $529000.0 $2.01M - $2.65M
ULST
Ssga Active ETF Tr Ssga Ultra

ETFs
Q1 2022 Filed on May 13, 2022
5,583
$39.91 - $40.32 $223K - $225K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
Q1 2022 Filed on May 13, 2022
5,438
$39.54 - $42.64 $215K - $232K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
Q1 2022 Filed on May 13, 2022
3,930
$51.44 - $54.88 $202K - $216K
XLP
Consumer Staples Sector Spdr

ETFs
Q1 2022 Filed on May 13, 2022
2,825
N/A
SCHX
Schwab Strategic Tr Us Large C

ETFs
Q1 2022 Filed on May 13, 2022
1,764
$49.51 - $57.27 $87.3K - $101K
PSX
Phillips 66

Energy
Q1 2022 Filed on May 13, 2022
5,507
$75.34 - $93.2 $415K - $513K
SUB
Ishares Short Term National Mu

ETFs
Q1 2022 Filed on May 13, 2022
2,000
$104.46 - $107.34 $209K - $215K
SPYG
Spdr Portfolio

ETFs
Q1 2022 Filed on May 13, 2022
3,182
$59.17 - $73.03 $188K - $232K
BAX
Baxter International Inc

Healthcare
Q1 2022 Filed on May 13, 2022
2,350
$76.85 - $89.45 $181K - $210K
Coresite Rlty Corp
Q4 2021 Filed on Feb 11, 2022
12,450
N/A
SKX
Skechers Usa Inc

Consumer Cyclical
Q3 2021 Filed on Nov 12, 2021
5,300
$42.12 - $54.54 $223K - $289K
General Electric CO
Q3 2021 Filed on Nov 12, 2021
61,863
N/A
D
Dominion Energy, Inc

Utilities
Q3 2021 Filed on Nov 12, 2021
3,059
$73.02 - $80.05 $223K - $245K
Torchlight Energy Res Inc
Q2 2021 Filed on Aug 13, 2021
40,000
N/A
Marvell Technology Group LTD
Q2 2021 Filed on Aug 13, 2021
14,999
N/A
CLIX
Proshares Tr Long Online/Short

ETFs
Q1 2021 Filed on May 11, 2021
2,336
$81.99 - $103.42 $192K - $242K
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