Peninsula Wealth, LLC Reduced Holdings in Q3 2024

Peninsula Wealth, LLC

  • $558 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SNOW
Snowflake Inc.

Technology
-4
- -0.0%
$108.56 - $143.02 $434 - $572
468K $53.8M
VEA
Vanguard Ftse Developed Market

ETFs
-26K
- 13.85%
$47.6 - $53.31 $1.24M - $1.39M
162K $8.55M
EFV
Msci Eafe Value ETF

ETFs
-19.4K
- 14.49%
$51.72 - $57.96 $1M - $1.13M
115K $6.59M
VEEV
Veeva Systems Inc

Healthcare
-2.59K
- 37.98%
$180.43 - $223.9 $466K - $579K
4.22K $886K
VCIT
Vanguard Intermediate Term Cor

ETFs
-3.92K
- 52.12%
$79.29 - $84.02 $310K - $329K
3.6K $301K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-15K
- 13.22%
$41.9 - $48.26 $630K - $725K
98.7K $4.72M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-3.01K
- 5.88%
$116.79 - $133.54 $351K - $401K
48.1K $6.35M
HEFA
Ishares Currency Hedged Msci E

ETFs
-3.29K
- 3.13%
$32.34 - $35.85 $106K - $118K
102K $3.6M
IEMG
Ishares Inc

ETFs
-2.54K
- 3.51%
$53.64 - $53.64 $136K - $136K
69.7K $3.74M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-1.46K
- 22.86%
$76.38 - $78.87 $111K - $115K
4.91K $386K
SUB
Ishares Short Term National Mu

ETFs
-399
- 6.94%
$104.3 - $106.3 $41.6K - $42.4K
5.35K $568K
UBER
Uber Technologies, Inc

Technology
-346
- 4.17%
$58.48 - $77.47 $20.2K - $26.8K
7.95K $597K
Dimensional ETF Trust
-9.13K
- 8.79%
N/A
94.8K $0
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-25
- 0.57%
$49.93 - $51.15 $1.25K - $1.28K
4.36K $222K
DFAS
Dimensional ETF Tr U S Small C

ETFs
-834
- 6.82%
$59.25 - $65.33 $49.4K - $54.5K
11.4K $738K
DFIC
Dimensional ETF Tr Dimensional

ETFs
-4.02K
- 6.27%
$25.36 - $28.37 $102K - $114K
60.1K $1.69M
WMT
Walmart Inc.

Consumer Defensive
-485
- 10.41%
$66.91 - $81.4 $32.5K - $39.5K
4.17K $336K
VTI
Vanguard Total Stock Market Et

ETFs
-118
- 2.55%
$255.18 - $283.2 $30.1K - $33.4K
4.52K $1.28M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-125
- 1.18%
$87.56 - $95.49 $10.9K - $11.9K
10.4K $997K
VO
Vanguard Mid Cap ETF

ETFs
-405
- 2.91%
$237.84 - $263.83 $96.3K - $107K
13.5K $3.56M
VUG
Vanguard Growth ETF

ETFs
-2.92K
- 2.07%
$341.08 - $391.94 $997K - $1.15M
139K $53.2M
IEFA
Ishares Tr

ETFs
-3.75K
- 2.73%
$70.09 - $78.74 $263K - $295K
133K $10.4M
VB
Vanguard Small Cap ETF

ETFs
-1.03K
- 2.67%
$214.77 - $237.72 $222K - $246K
37.6K $8.93M
VTV
Vanguard Value ETF

ETFs
-6.43K
- 2.69%
$159.75 - $174.57 $1.03M - $1.12M
232K $40.5M
Activity Summary
Buys All Purchases 65 New Holdings 9 Increased Positions 56 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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