Mc Namara Financial Services, Inc. Reduced Holdings in Q3 2024

Mc Namara Financial Services, Inc.

  • $505 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-9.27K
- 5.17%
$91.42 - $91.82 $848K - $851K
170K $15.6M
VUG
Vanguard Growth ETF

ETFs
-667
- 25.72%
$341.08 - $391.94 $228K - $261K
1.93K $739K
VTV
Vanguard Value ETF

ETFs
-1.33K
- 31.35%
$159.75 - $174.57 $212K - $232K
2.91K $507K
VIG
Vanguard Dividend Appreciation

ETFs
-474
- 1.21%
$182.15 - $182.15 $86.3K - $86.3K
38.7K $7.06M
IEMG
Ishares Inc

ETFs
-250
- 2.44%
$53.64 - $53.64 $13.4K - $13.4K
9.98K $535K
IWN
Ishares Russell2000 Val ETF

ETFs
-165
- 8.76%
$150.05 - $171.34 $24.8K - $28.3K
1.72K $286K
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
-323
- 3.47%
$42.76 - $45.16 $13.8K - $14.6K
9K $402K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
-20
- 0.24%
$40.48 - $45.39 $810 - $908
8.49K $373K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-2
- 0.37%
$475.2 - $527.7 $950 - $1.06K
542 $285K
VNQ
Vanguard Specialized Funds Van

ETFs
-410
- 10.57%
$82.97 - $98.97 $34K - $40.6K
3.47K $338K
DWM
Wisdomtree Tr

ETFs
-7
- 0.13%
$52.24 - $58.1 $366 - $407
5.18K $298K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
-414
- 3.33%
$30.61 - $34.92 $12.7K - $14.5K
12K $414K
VOT
Vanguard Mid Cap Growth Index

ETFs
-65
- 1.91%
$218.05 - $243.47 $14.2K - $15.8K
3.33K $810K
VBK
Vanguard Small Cap Growth ETF

ETFs
-16
- 0.58%
$240.48 - $267.94 $3.85K - $4.29K
2.76K $736K
VOE
Vanguard Mid Cap Value Index F

ETFs
-135
- 3.02%
$149.02 - $167.67 $20.1K - $22.6K
4.34K $727K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-32
- 0.25%
$66.31 - $74.08 $2.12K - $2.37K
12.8K $936K
VBR
Vanguard Small Cap Value ETF

ETFs
-322
- 3.97%
$179.99 - $201.6 $58K - $64.9K
7.8K $1.57M
PRF
Invesco Exchange Traded Fd Tr

ETFs
-119
- 0.27%
$37.33 - $40.63 $4.44K - $4.83K
43.3K $1.76M
AAPL
Apple Inc.

Technology
-136
- 1.64%
$207.23 - $234.82 $28.2K - $31.9K
8.18K $1.9M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-204
- 0.19%
$41.9 - $48.26 $8.55K - $9.85K
108K $5.16M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-759
- 0.47%
$60.84 - $67.51 $46.2K - $51.2K
161K $10.9M
IVV
Ishares Core S&P 500 ETF

ETFs
-522
- 0.21%
$520.18 - $576.82 $272K - $301K
247K $142M
Activity Summary
Buys All Purchases 54 New Holdings 10 Increased Positions 44 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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