Resource Planning Group Purchases and Sells in Q4 2023

Resource Planning Group

$158 Million
Q4 2023

Top Buys

Incresed Positions

13 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AGG	56.6K + 42.29%	$91.67 - $99.66 $5.18M - $5.64M	190K $18.9M
VOO	12.7K + 711.35%	$377.32 - $438.19 $4.78M - $5.55M	14.4K $6.31M
BSV	69.1K + 49.84%	$74.64 - $77.03 $5.16M - $5.33M	208K $16M
DFAC	169K + 1639.75%	$24.91 - $29.38 $4.2M - $4.95M	179K $5.23M
BNDX	71.7K + 186.2%	$47.38 - $50.85 $3.4M - $3.65M	110K $5.44M
VEA	29.4K + 20.67%	$41.58 - $47.99 $1.22M - $1.41M	172K $8.23M

New Holdings

16 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MTUM	16.2K New	$135.38 - $157.63 $2.2M - $2.56M	16.2K $2.55M
DFUV	68.4K New	$31.85 - $37.39 $2.18M - $2.56M	68.4K $2.55M
USMV	32.4K New	$70.56 - $78.63 $2.29M - $2.55M	32.4K $2.53M
DFIC	88.5K New	$22.18 - $25.58 $1.96M - $2.26M	88.5K $2.26M
DFAR	88.1K New	$18.45 - $23.08 $1.63M - $2.03M	88.1K $2M
DIHP	43.9K New	$22.28 - $25.74 $979K - $1.13M	43.9K $1.13M

Top Sells

Reduced Positions

35 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SCHP	-42K - 32.82%	$49.69 - $52.46 $2.09M - $2.2M	86K $4.49M
VV	-11.6K - 24.12%	$188.0 - $219.17 $2.18M - $2.54M	36.4K $7.95M
FNDC	-54.2K - 30.07%	$30.23 - $34.87 $1.64M - $1.89M	126K $4.39M
QUS	-13.2K - 26.68%	$116.41 - $132.43 $1.54M - $1.75M	36.3K $4.79M
SCHO	-20K - 19.69%	$47.66 - $48.45 $955K - $971K	81.7K $3.96M
EMXC	-23.7K - 18.6%	$47.86 - $55.5 $1.13M - $1.31M	104K $5.74M

Activity Summary All Purchases 29 New Holdings 16 Increased Positions 13 All Sells 35 Reductions 35 Sold out 0 Calls 0 Puts 0

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