Safeguard Financial, LLC Purchases and Sells in Q4 2024

Safeguard Financial, LLC

$458 Million
Q4 2024

Top Buys

Incresed Positions

60 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VUG	39K + 12.77%	$378.79 - $428.11 $14.8M - $16.7M	344K $141M
VTV	38.1K + 6.2%	$168.32 - $181.87 $6.41M - $6.93M	653K $111M
VBK	5.87K + 9.57%	$264.18 - $304.19 $1.55M - $1.78M	67.1K $18.8M
VOO	3.55K + 45.21%	$521.84 - $558.82 $1.85M - $1.98M	11.4K $6.14M
SCHV	212K + 304.11%	$25.79 - $80.4 $5.48M - $17.1M	282K $7.36M
IBDQ	64.3K + 52.59%	$25.0 - $25.11 $1.61M - $1.61M	187K $4.67M

New Holdings

12 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ITOT	4.24K New	$124.26 - $134.12 $527K - $569K	4.24K $545K
DFAT	7.59K New	$54.54 - $61.04 $414K - $463K	7.59K $422K
CMG	5.7K New	$55.73 - $66.16 $318K - $377K	5.7K $343K
IBM	1.41K New	$204.9 - $238.04 $289K - $336K	1.41K $310K
DFIV	8.5K New	$34.86 - $37.97 $296K - $323K	8.5K $301K
IJT	2.23K New	$134.53 - $150.65 $300K - $336K	2.23K $301K

Top Sells

Reduced Positions

36 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VEA	-16.7K - 7.6%	$47.57 - $52.44 $794K - $875K	203K $9.71M
VOE	-3.38K - 20.24%	$160.89 - $176.18 $543K - $595K	13.3K $2.15M
IVV	-720 - 33.33%	$570.51 - $610.59 $411K - $440K	1.44K $847K
VOT	-1.94K - 20.59%	$241.48 - $274.89 $469K - $534K	7.49K $1.9M
SPYV	-3.52K - 30.91%	$51.09 - $55.27 $180K - $194K	7.86K $401K
SPYG	-3.62K - 14.12%	$81.74 - $91.38 $296K - $331K	22K $1.94M

Activity Summary All Purchases 72 New Holdings 12 Increased Positions 60 All Sells 36 Reductions 36 Sold out 0 Calls 0 Puts 0

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