Monograph Wealth Advisors, LLC Purchases in Q3 2024

Monograph Wealth Advisors, LLC

  • $727 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
203K
+ 3.12%
$31.05 - $34.29 $6.3M - $6.95M
6.7M $230M
DFAX
Dimensional ETF Tr
123K
+ 2.23%
$24.29 - $27.25 $2.98M - $3.35M
5.63M $152M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
165K
+ 105.98%
$51.02 - $52.74 $8.44M - $8.72M
321K $16.9M
DFAT
Dimensional ETF Tr U S Target

ETFs
74.5K
+ 10.15%
$51.0 - $57.07 $3.8M - $4.25M
809K $45M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
78.5K
+ 13.77%
$38.51 - $41.69 $3.02M - $3.27M
649K $27M
DISV
Dimensional ETF Tr Dimensional

ETFs
96.3K
+ 13.28%
$26.06 - $29.18 $2.51M - $2.81M
822K $23.9M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
39K
+ 5.16%
$25.21 - $28.46 $983K - $1.11M
795K $22.4M
IVV
Ishares Core S&P 500 ETF

ETFs
3.4K
+ 236.6%
$520.18 - $576.82 $1.77M - $1.96M
4.84K $2.79M
DFIV
Dimensional ETF Tr

ETFs
35.4K
+ 14.42%
$34.66 - $38.38 $1.23M - $1.36M
281K $10.7M
OEF
Ishares S&P 100 ETF

ETFs
6.87K
New
$266.03 - $266.03 $1.83M - $1.83M
6.87K $1.83M
DFAS
Dimensional ETF Tr U S Small C

ETFs
13.4K
+ 8.63%
$59.25 - $65.33 $794K - $876K
169K $10.9M
DFIP
Dimensional ETF Tr Inflation P

ETFs
28.8K
+ 40.52%
$40.69 - $42.46 $1.17M - $1.22M
100K $4.23M
VBR
Vanguard Small Cap Value ETF

ETFs
2.42K
+ 8.25%
$179.99 - $201.6 $435K - $487K
31.7K $6.37M
QUAL
Ishares Msci Usa Quality Facto

ETFs
4.95K
+ 192.41%
$162.64 - $179.3 $804K - $887K
7.52K $1.35M
VHT
Vanguard Health Care ETF

ETFs
2.5K
New
$261.88 - $288.1 $655K - $720K
2.5K $705K
META
Meta Platforms, Inc.

Communication Services
1
+ 0.01%
$453.41 - $572.44 $453 - $572
10.2K $5.81M
IWD
Ishares Russell 1000 Val ETF

ETFs
2.41K
+ 22.72%
$173.36 - $189.8 $418K - $458K
13K $2.47M
VNQ
Vanguard Specialized Funds Van

ETFs
622
+ 1.56%
$82.97 - $98.97 $51.6K - $61.6K
40.5K $3.95M
VTI
Vanguard Total Stock Market Et

ETFs
44
+ 0.12%
$255.18 - $283.2 $11.2K - $12.5K
37K $10.5M
IQLT
Ishares Msci Intl Quality Fact

ETFs
14.1K
New
$37.37 - $41.82 $528K - $591K
14.1K $586K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
835
New
$523.84 - $572.02 $437K - $478K
835 $475K
TSLA
Tesla, Inc.

Consumer Cyclical
915
+ 29.79%
$191.76 - $263.26 $175K - $241K
3.99K $1.04M
XLK
Technology Sector Spdr

ETFs
1.77K
New
$197.34 - $237.68 $350K - $421K
1.77K $400K
NRG
Nrg Energy, Inc.

Utilities
4.21K
New
$68.89 - $91.22 $290K - $384K
4.21K $383K
DFSV
Dimensional ETF Tr Dimensional

ETFs
8.65K
+ 18.31%
$28.25 - $31.7 $244K - $274K
55.9K $1.72M
SGU
Star Group, L.P.

Energy
30.1K
New
$10.27 - $12.43 $309K - $374K
30.1K $353K
VV
Vanguard Large Cap ETF

ETFs
1.09K
New
$236.92 - $263.4 $259K - $288K
1.09K $287K
AVNS
Avanos Medical, Inc.

Healthcare
9.9K
New
$19.21 - $24.69 $190K - $244K
9.9K $237K
FDN
First Tr Fd Dow Jones

ETFs
1.1K
New
$183.68 - $212.48 $202K - $234K
1.1K $233K
IBM
International Business Machines Corp

Technology
510
+ 21.2%
$175.1 - $223.38 $89.3K - $114K
2.92K $644K
VGT
Vanguard Information Technolog

ETFs
375
+ 104.46%
$514.43 - $606.85 $193K - $228K
734 $430K
VEA
Vanguard Ftse Developed Market

ETFs
3.38K
+ 29.16%
$47.6 - $53.31 $161K - $180K
15K $790K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
3.23K
New
$57.32 - $62.65 $185K - $202K
3.23K $201K
ASB
Associated Banc Corp

Financial Services
9.29K
New
$20.07 - $23.95 $186K - $223K
9.29K $200K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
3.18K
+ 33.32%
$41.9 - $48.26 $133K - $153K
12.7K $608K
VO
Vanguard Mid Cap ETF

ETFs
14
+ 0.2%
$237.84 - $263.83 $3.33K - $3.69K
6.99K $1.84M
DFAR
Dimensional ETF Tr Dimensional

ETFs
168
+ 0.55%
$21.91 - $26.03 $3.68K - $4.37K
30.5K $783K
ACHR
Archer Aviation Inc.

Industrials
28.5K
New
$2.91 - $5.39 $82.9K - $154K
28.5K $86K
PBHC
Pathfinder Bancorp, Inc.

Financial Services
24
+ 0.08%
$12.69 - $17.37 $305 - $417
29.7K $470K
AMZN
Amazon Com Inc

Consumer Cyclical
882
+ 5.64%
$161.02 - $200.0 $142K - $176K
16.5K $3.08M
VB
Vanguard Small Cap ETF

ETFs
42
+ 3.4%
$214.77 - $237.72 $9.02K - $9.98K
1.28K $303K
Dfa Us Core Equity 1 ETF
128K
+ 38.53%
N/A
460K $0
Dfa Us Large Cap Value ETF
25.9K
+ 9.59%
N/A
296K $0
Life 360, Inc
64.8K
New
N/A
64.8K $0
VIG
Vanguard Dividend Appreciation

ETFs
4
+ 0.06%
$182.15 - $182.15 $729 - $729
6.76K $1.23M
DIS
Walt Disney CO

Communication Services
1
+ 0.01%
$85.6 - $98.61 $85.6 - $98.6
11.2K $1.08M
GOOG
Alphabet Inc.

Communication Services
21
+ 0.05%
$149.54 - $192.66 $3.14K - $4.05K
38.7K $6.47M
Activity Summary
Buys All Purchases 48 New Holdings 14 Increased Positions 34 Sells All Sells 13 Reductions 13 Sold out 0 Options Calls 0 Puts 0
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