Retirement Planning Group Sells in Q4 2024

Retirement Planning Group

  • $1.66 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BND
Vanguard Bd Index Fd Inc Total

ETFs
-231K
- 50.9%
$71.75 - $75.11 $16.6M - $17.3M
223K $16M
XLV
Select Sector Spdr Fund Health

ETFs
-28.4K
- 61.24%
$136.28 - $154.74 $3.88M - $4.4M
18K $2.48M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-7.83K
- 8.94%
$521.84 - $558.82 $4.08M - $4.37M
79.7K $42.9M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
-39.6K
- 58.2%
$68.25 - $75.42 $2.71M - $2.99M
28.5K $1.95M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-32.1K
- 45.48%
$75.1 - $82.99 $2.41M - $2.67M
38.5K $2.91M
BOTZ
Global X Fds

ETFs
-88.5K
- 60.28%
$31.11 - $34.18 $2.75M - $3.03M
58.3K $1.86M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-34.9K
- 48.4%
$77.02 - $78.58 $2.69M - $2.74M
37.2K $2.88M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-29.4K
- 44.43%
$74.5 - $78.37 $2.19M - $2.3M
36.8K $2.75M
VO
Vanguard Mid Cap ETF

ETFs
-9.07K
- 29.9%
$261.5 - $284.63 $2.37M - $2.58M
21.3K $5.62M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-22.7K
- 13.14%
$55.45 - $61.08 $1.26M - $1.39M
150K $8.34M
JVAL
J P Morgan ETF Tr U S Value Fa

ETFs
-39K
- 52.08%
$42.95 - $45.72 $1.67M - $1.78M
35.8K $1.55M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-22K
- 54.21%
$60.13 - $67.31 $1.32M - $1.48M
18.6K $1.13M
VNQ
Vanguard Specialized Funds Van

ETFs
-13.1K
- 26.48%
$87.85 - $98.6 $1.15M - $1.29M
36.3K $3.23M
STAG
Stag Industrial, Inc.

Real Estate
-36.5K
- 60.45%
$33.22 - $39.1 $1.21M - $1.43M
23.9K $808K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-12.5K
- 25.42%
$113.92 - $127.38 $1.42M - $1.59M
36.6K $4.22M
XAR
Spdr S&P Aerospace & Defense E

ETFs
-10.3K
- 44.87%
$153.8 - $176.52 $1.59M - $1.82M
12.7K $2.1M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-4.91K
- 11.31%
$481.22 - $538.17 $2.36M - $2.64M
38.5K $19.7M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-12.8K
- 3.38%
$51.09 - $55.27 $656K - $710K
366K $18.7M
SOXX
Ishares Semiconductor ETF

ETFs
-4.98K
- 37.62%
$211.27 - $239.8 $1.05M - $1.19M
8.26K $1.78M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-7.44K
- 1.63%
$56.06 - $61.35 $417K - $457K
448K $25.3M
VBK
Vanguard Small Cap Growth ETF

ETFs
-3.48K
- 31.36%
$264.18 - $304.19 $919K - $1.06M
7.61K $2.13M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-6K
- 4.78%
$80.93 - $85.66 $485K - $514K
120K $9.67M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
-12.2K
- 3.72%
$27.8 - $29.05 $340K - $355K
316K $8.82M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
-16.2K
- 8.09%
$24.55 - $25.16 $399K - $408K
184K $4.55M
VEU
Vanguard Ftse All World Ex Us

ETFs
-7K
- 47.02%
$57.29 - $63.1 $401K - $442K
7.89K $452K
VBR
Vanguard Small Cap Value ETF

ETFs
-2.3K
- 29.32%
$197.36 - $217.3 $454K - $500K
5.54K $1.1M
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.03K
- 8.61%
$567.81 - $607.81 $584K - $625K
10.9K $6.4M
SOI
Solaris Oilfield Infrastructure, Inc.

Energy
-36.7K
- 49.99%
$12.98 - $13.79 $476K - $506K
36.7K $492K
VHT
Vanguard Health Care ETF

ETFs
-1.3K
- 45.88%
$250.81 - $283.3 $327K - $369K
1.54K $390K
BOND
Pimco Active Bond Exchange Tra

ETFs
-1.22K
- 2.3%
$90.42 - $94.5 $110K - $115K
52K $4.7M
VGSH
Vanguard

ETFs
-3.96K
- 3.42%
$58.02 - $58.88 $230K - $233K
112K $6.52M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-990
- 24.79%
$370.24 - $418.94 $367K - $415K
3K $1.21M
VTI
Vanguard Total Stock Market Et

ETFs
-1.66K
- 5.8%
$280.04 - $302.45 $465K - $502K
26.9K $7.81M
AMGN
Amgen Inc

Healthcare
-235
- 6.69%
$258.78 - $328.31 $60.8K - $77.2K
3.28K $854K
BMAY
Innovator U.S. Equity Buffer E

ETFs
-7.08K
- 25.88%
$39.2 - $40.69 $277K - $288K
20.3K $817K
SPMD
Spdr Portfolio

ETFs
-3.69K
- 5.6%
$54.13 - $59.56 $200K - $220K
62.3K $3.41M
IDEV
Ishares Core Msci Intl Develop

ETFs
-243
- 0.85%
$64.18 - $70.42 $15.6K - $17.1K
28.4K $1.83M
JCPB
J P Morgan Exchange Traded Fd

ETFs
-2.31K
- 5.57%
$46.07 - $48.17 $106K - $111K
39.1K $1.8M
PMAY
Innovator Etfs Tr S&P 500 Pwr

ETFs
-5.18K
- 31.47%
$35.07 - $36.08 $181K - $187K
11.3K $404K
AMD
Advanced Micro Devices Inc

Technology
-36
- 0.93%
$118.88 - $172.8 $4.28K - $6.22K
3.85K $465K
VUG
Vanguard Growth ETF

ETFs
-4.14K
- 7.18%
$378.79 - $428.11 $1.57M - $1.77M
53.5K $22M
VZ
Verizon Communications Inc

Communication Services
-344
- 1.18%
$39.6 - $45.21 $13.6K - $15.6K
28.9K $1.15M
GTO
Invesco Actively Managed ETF T

ETFs
-1.66K
- 4.4%
$46.33 - $48.41 $77.1K - $80.6K
36.2K $1.68M
PEP
Pepsico Inc

Consumer Defensive
-315
- 7.16%
$151.29 - $176.1 $47.7K - $55.5K
4.09K $621K
GLD
Spdr Gold Trust

ETFs
-448
- 2.84%
$236.59 - $257.5 $106K - $115K
15.3K $3.72M
SPIB
Spdr Portfolio Intermediate Te

ETFs
-2.85K
- 31.38%
$32.65 - $33.68 $93K - $96K
6.23K $204K
GIS
General Mills Inc

Consumer Defensive
-506
- 7.43%
$62.78 - $74.62 $31.8K - $37.8K
6.3K $401K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-93
- 0.59%
$58.88 - $64.8 $5.48K - $6.03K
15.5K $915K
IWM
Ishares Russell 2000 ETF

ETFs
-437
- 6.13%
$216.13 - $242.4 $94.4K - $106K
6.69K $1.48M
Activity Summary
Buys All Purchases 160 New Holdings 25 Increased Positions 135 Sells All Sells 86 Reductions 86 Sold out 0 Options Calls 0 Puts 0
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