Moller Financial Services Purchases in Q4 2024

Moller Financial Services

  • $380 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
24.2K
+ 7.78%
$49.79 - $51.14 $1.21M - $1.24M
336K $16.8M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
3.95K
+ 60.42%
$126.68 - $134.74 $501K - $533K
10.5K $1.34M
XLG
Invesco Exchange Traded Fd Tr

ETFs
8.37K
+ 27.83%
$46.94 - $51.62 $393K - $432K
38.5K $1.92M
VOT
Vanguard Mid Cap Growth Index

ETFs
1.88K
New
$241.48 - $274.89 $454K - $517K
1.88K $477K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
20.5K
+ 3.52%
$48.33 - $49.08 $991K - $1.01M
603K $29.2M
FLTR
Vaneck ETF Tr Investment Grade

ETFs
12.5K
+ 156.3%
$25.35 - $25.53 $317K - $319K
20.5K $521K
DGRO
Ishares Core Dividend Growth E

ETFs
4.46K
New
$60.73 - $64.94 $271K - $289K
4.46K $273K
IGV
Ishares Expanded Tech Software

ETFs
2.7K
New
$87.5 - $110.17 $236K - $297K
2.7K $270K
PHB
Invesco Fd Tr Ii Fundamental H

ETFs
14.4K
+ 37.24%
$18.04 - $18.54 $260K - $267K
53.2K $961K
GS
Goldman Sachs Group Inc

Financial Services
361
New
$486.1 - $608.57 $175K - $220K
361 $206K
IJK
Ishares S&P Midcap 400 Growth

ETFs
612
+ 13.11%
$90.66 - $99.46 $55.5K - $60.9K
5.28K $480K
VTI
Vanguard Total Stock Market Et

ETFs
4
+ 0.47%
$280.04 - $302.45 $1.12K - $1.21K
853 $247K
VHT
Vanguard Health Care ETF

ETFs
73
+ 6.26%
$250.81 - $283.3 $18.3K - $20.7K
1.24K $314K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
35
+ 0.4%
$33.39 - $37.66 $1.17K - $1.32K
8.68K $289K
ICLN
Ishares

ETFs
9.37K
+ 10.54%
$11.35 - $14.51 $106K - $136K
98.3K $1.12M
SCHA
Schwab Strategic Tr Us Small C

ETFs
33.6K
+ 78.86%
$25.33 - $51.16 $850K - $1.72M
76.1K $1.97M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
7.71K
+ 2.3%
$41.17 - $43.34 $317K - $334K
343K $14.2M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
384
+ 1.22%
$114.08 - $125.68 $43.8K - $48.3K
31.9K $3.65M
FNDC
Schwab Fundamental Intl Small

ETFs
699
+ 0.79%
$33.92 - $38.03 $23.7K - $26.6K
89.2K $3.05M
FNDX
Schwab Fundamental U S Large C

ETFs
502K
+ 189.82%
$23.49 - $71.77 $11.8M - $36M
767K $18.2M
VEA
Vanguard Ftse Developed Market

ETFs
6.41K
+ 2.64%
$47.57 - $52.44 $305K - $336K
249K $11.9M
FNDF
Schwab Fundamental Intl Large

ETFs
9.07K
+ 2.38%
$32.92 - $37.15 $299K - $337K
390K $12.9M
FNDA
Schwab Fundamental U S Small C

ETFs
472K
+ 89.23%
$29.26 - $59.11 $13.8M - $27.9M
1M $29.7M
GUNR
Flexshares Tr Morningstar Glob

ETFs
68.9K
+ 7.21%
$36.15 - $41.9 $2.49M - $2.89M
1.02M $37.3M
Activity Summary
Buys All Purchases 25 New Holdings 4 Increased Positions 21 Sells All Sells 19 Reductions 19 Sold out 0 Options Calls 0 Puts 0
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