Roger Wittlin Investment Advisory, LLC Purchases in Q2 2024

Roger Wittlin Investment Advisory, LLC

  • $154 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
7.83K
+ 24.2%
$497.53 - $549.64 $3.9M - $4.3M
40.2K $22M
SPY
Spdr S&P 500 ETF Trust

ETFs
6.91K
+ 130.39%
$495.16 - $548.49 $3.42M - $3.79M
12.2K $6.65M
LONZ
Pimco ETF Tr Sr Ln Active Exch

ETFs
35.1K
+ 21.2%
$50.92 - $51.46 $1.79M - $1.81M
201K $10.3M
QQQ
Invesco Qqq Trust, Series 1

ETFs
2.82K
+ 26.89%
$414.65 - $485.21 $1.17M - $1.37M
13.3K $6.37M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
14.9K
+ 7.91%
$57.57 - $63.3 $857K - $942K
203K $12.8M
VTI
Vanguard Total Stock Market Et

ETFs
1.19K
+ 1.14%
$245.23 - $269.4 $291K - $320K
105K $28.2M
BND
Vanguard Bd Index Fd Inc Total

ETFs
15.6K
+ 27.73%
$70.55 - $72.66 $1.1M - $1.13M
71.9K $5.18M
ITOT
Ishares Core S&P Total U.S. St

ETFs
6.65K
+ 7.88%
$108.78 - $119.23 $723K - $793K
91K $10.8M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
9.62K
+ 292.7%
$95.11 - $97.92 $915K - $942K
12.9K $1.25M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
5.3K
+ 14.98%
$57.86 - $62.21 $306K - $330K
40.7K $2.45M
VT
Vanguard Total World Stk Index

ETFs
2.73K
New
$104.94 - $113.51 $286K - $310K
2.73K $307K
FNDX
Schwab Fundamental U S Large C

ETFs
4.4K
New
$63.87 - $67.55 $281K - $297K
4.4K $294K
IEF
Ishares Barclays

ETFs
2.91K
New
$91.24 - $94.6 $265K - $275K
2.91K $272K
PULS
Pgim ETF Tr

ETFs
4.8K
New
$49.47 - $49.75 $237K - $239K
4.8K $238K
NVDA
Nvidia Corp

Technology
2.22K
+ 900.0%
$118.11 - $1224.4 $263K - $2.72M
2.47K $305K
EQR
Equity Residential

Real Estate
47
+ 1.1%
$59.68 - $69.34 $2.8K - $3.26K
4.32K $299K
FLRN
Spdr Bloomberg Investment Grad

ETFs
622
+ 1.78%
$30.69 - $30.88 $19.1K - $19.2K
35.5K $1.1M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
297
+ 1.46%
$64.45 - $70.67 $19.1K - $21K
20.7K $1.38M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
26
+ 0.99%
$76.35 - $77.35 $1.99K - $2.01K
2.65K $204K
VCIT
Vanguard Intermediate Term Cor

ETFs
43
+ 1.12%
$77.99 - $80.49 $3.35K - $3.46K
3.88K $309K
Pimco ETF Tr
48.5K
+ 170.34%
N/A
77K $0
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
155
+ 1.43%
$11.3 - $11.9 $1.75K - $1.84K
11K $126K
FNDF
Schwab Fundamental Intl Large

ETFs
57
+ 0.25%
$34.19 - $36.51 $1.95K - $2.08K
22.9K $800K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
87
+ 0.67%
$124.6 - $132.46 $10.8K - $11.5K
13K $1.66M
Activity Summary
Buys All Purchases 25 New Holdings 4 Increased Positions 21 Sells All Sells 15 Reductions 15 Sold out 0 Options Calls 0 Puts 0
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