Olio Financial Planning Purchases in Q3 2024

Olio Financial Planning

  • $267 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
748
+ 0.33%
$255.18 - $283.2 $191K - $212K
230K $65.1M
VTV
Vanguard Value ETF

ETFs
350
+ 0.2%
$159.75 - $174.57 $55.9K - $61.1K
176K $30.6M
VEA
Vanguard Ftse Developed Market

ETFs
1.63K
+ 0.27%
$47.6 - $53.31 $77.5K - $86.8K
616K $32.5M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
458
+ 0.13%
$74.26 - $78.84 $34K - $36.1K
352K $27.6M
VOE
Vanguard Mid Cap Value Index F

ETFs
113
+ 0.17%
$149.02 - $167.67 $16.8K - $18.9K
67K $11.2M
VBR
Vanguard Small Cap Value ETF

ETFs
92
+ 0.23%
$179.99 - $201.6 $16.6K - $18.5K
39.9K $8.01M
DFUS
Dimensional ETF Tr U S Equity

ETFs
993
+ 0.49%
$56.04 - $62.2 $55.6K - $61.8K
202K $12.5M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
783
+ 0.32%
$25.45 - $29.53 $19.9K - $23.1K
247K $7.21M
VEU
Vanguard Ftse All World Ex Us

ETFs
50
+ 0.05%
$56.47 - $63.69 $2.82K - $3.18K
94.9K $5.98M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
172
+ 0.22%
$41.9 - $48.26 $7.21K - $8.3K
79.9K $3.82M
AAPL
Apple Inc.

Technology
2
+ 0.02%
$207.23 - $234.82 $414 - $470
10.6K $2.46M
DFAT
Dimensional ETF Tr U S Target

ETFs
50
+ 0.12%
$51.0 - $57.07 $2.55K - $2.85K
43.3K $2.41M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
378
+ 1.36%
$58.03 - $65.37 $21.9K - $24.7K
28.2K $1.83M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
279
+ 0.37%
$49.93 - $51.15 $13.9K - $14.3K
74.7K $3.82M
VB
Vanguard Small Cap ETF

ETFs
112
+ 5.92%
$214.77 - $237.72 $24.1K - $26.6K
2K $475K
BND
Vanguard Bd Index Fd Inc Total

ETFs
13
+ 0.07%
$71.45 - $75.64 $929 - $983
18.7K $1.4M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
124
+ 1.27%
$59.93 - $66.52 $7.43K - $8.25K
9.87K $656K
MUB
Ishares National Muni Bond ETF

ETFs
21
+ 0.25%
$106.13 - $108.7 $2.23K - $2.28K
8.57K $930K
QQQ
Invesco Qqq Trust, Series 1

ETFs
12
+ 0.96%
$434.77 - $502.96 $5.22K - $6.04K
1.27K $617K
Activity Summary
Buys All Purchases 20 New Holdings 0 Increased Positions 20 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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