Roger Wittlin Investment Advisory, LLC Purchases and Sells in Q2 2024

Roger Wittlin Investment Advisory, LLC

21 operations

Stock	Shares change	Price Range	Shares Held
IVV	7.83K + 24.2%	$497.53 - $549.64 $3.9M - $4.3M	40.2K $22M
SPY	6.91K + 130.39%	$495.16 - $548.49 $3.42M - $3.79M	12.2K $6.65M
LONZ	35.1K + 21.2%	$50.92 - $51.46 $1.79M - $1.81M	201K $10.3M
QQQ	2.82K + 26.89%	$414.65 - $485.21 $1.17M - $1.37M	13.3K $6.37M
SCHB	14.9K + 7.91%	$57.57 - $63.3 $857K - $942K	203K $12.8M
VTI	1.19K + 1.14%	$245.23 - $269.4 $291K - $320K	105K $28.2M

4 operations

Stock	Shares change	Price Range	Shares Held
VT	2.73K New	$104.94 - $113.51 $286K - $310K	2.73K $307K
FNDX	4.4K New	$63.87 - $67.55 $281K - $297K	4.4K $294K
IEF	2.91K New	$91.24 - $94.6 $265K - $275K	2.91K $272K
PULS	4.8K New	$49.47 - $49.75 $237K - $239K	4.8K $238K

15 operations

Stock	Shares change	Price Range	Shares Held
BOND	-18.5K - 21.97%	$89.04 - $91.74 $1.65M - $1.69M	65.6K $5.98M
PLD	-6.39K - 43.52%	$101.88 - $127.92 $651K - $817K	8.29K $931K
RSP	-4.07K - 17.87%	$159.21 - $168.37 $648K - $686K	18.7K $3.07M
LQD	-6.85K - 37.91%	$104.54 - $108.46 $716K - $743K	11.2K $1.2M
VIG	-4.02K - 31.83%	$173.33 - $185.29 $696K - $744K	8.61K $1.57M
IJH	-6.31K - 15.76%	$56.43 - $60.79 $356K - $383K	33.7K $1.97M

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