Pillar Wealth Advisors, LLC Purchases and Sells in Q1 2024

Pillar Wealth Advisors, LLC

$105 Million
Q1 2024

Top Buys

Incresed Positions

17 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVV	1.47K + 16.21%	$469.56 - $525.73 $689K - $772K	10.5K $5.53M
SCHD	7.19K + 21.86%	$75.25 - $80.63 $541K - $580K	40.1K $3.23M
IJH	44.6K + 480.88%	$56.98 - $284.98 $2.54M - $12.7M	53.9K $3.28M
VEA	1.39K + 1.03%	$46.21 - $50.27 $64.1K - $69.8K	136K $6.83M
BND	4.48K + 4.27%	$71.76 - $73.66 $322K - $330K	109K $7.95M
CGDV	1.85K + 3.02%	$29.33 - $32.58 $54.3K - $60.3K	63.2K $2.05M

New Holdings

4 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AGG	2.59K New	$96.75 - $99.37 $251K - $258K	2.59K $253K
AZN	3.26K New	$61.03 - $69.57 $199K - $227K	3.26K $220K
VXF	1.16K New	$157.48 - $175.27 $183K - $203K	1.16K $203K
INVESCO ACTIVELY MANAGED ETF	61.8K New	N/A	61.8K $0

Top Sells

Reduced Positions

24 operations

Stock	Shares change	Price Range	Shares Held	Trade History
PAUG	-35.8K - 54.27%	$32.98 - $35.38 $1.18M - $1.27M	30.2K $1.07M
VCIT	-7.8K - 66.46%	$79.39 - $81.28 $619K - $634K	3.94K $316K
COWZ	-9.42K - 49.03%	$50.77 - $58.11 $478K - $547K	9.79K $568K
EJUL	-15.4K - 32.59%	$22.72 - $23.96 $351K - $370K	31.9K $759K
IJR	-2.59K - 13.54%	$102.35 - $110.52 $265K - $286K	16.5K $1.83M
VCSH	-2.27K - 36.49%	$76.87 - $77.64 $175K - $176K	3.95K $305K

Activity Summary All Purchases 21 New Holdings 4 Increased Positions 17 All Sells 24 Reductions 24 Sold out 0 Calls 0 Puts 0

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