Tag Stone Capital, Inc. Incresed Positions in Q3 2024

Tag Stone Capital, Inc.

  • $192 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VCIT
Vanguard Intermediate Term Cor

ETFs
34.5K
+ 18.2%
$79.29 - $84.02 $2.74M - $2.9M
224K $18.8M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
34.4K
+ 37.25%
$76.94 - $79.54 $2.65M - $2.74M
127K $10.1M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
42
+ 0.19%
$405.19 - $478.57 $17K - $20.1K
22.1K $10.2M
IVV
Ishares Core S&P 500 ETF

ETFs
174
+ 0.5%
$520.18 - $576.82 $90.5K - $100K
34.7K $20M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
12.8K
+ 16.98%
$49.93 - $51.15 $641K - $657K
88.4K $4.52M
VOE
Vanguard Mid Cap Value Index F

ETFs
858
+ 3.34%
$149.02 - $167.67 $128K - $144K
26.5K $4.45M
NVDA
Nvidia Corp

Technology
4.47K
+ 41.93%
$98.91 - $134.91 $442K - $603K
15.1K $1.84M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
1.7K
+ 1.77%
$48.51 - $52.86 $82.7K - $90.1K
98.1K $5.19M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
1.31K
+ 3.06%
$77.23 - $87.97 $101K - $115K
44.1K $3.83M
VTV
Vanguard Value ETF

ETFs
1.68K
+ 15.13%
$159.75 - $174.57 $269K - $294K
12.8K $2.24M
IWP
Ishares Russell Mid Cap Growth

ETFs
1.14K
+ 2.81%
$103.87 - $117.59 $119K - $134K
41.7K $4.89M
JNJ
Johnson & Johnson

Healthcare
331
+ 1.5%
$145.48 - $167.38 $48.2K - $55.4K
22.4K $3.62M
AXP
American Express CO

Financial Services
113
+ 1.22%
$225.92 - $271.17 $25.5K - $30.6K
9.36K $2.54M
DFAT
Dimensional ETF Tr U S Target

ETFs
866
+ 0.95%
$51.0 - $57.07 $44.2K - $49.4K
91.6K $5.09M
AAPL
Apple Inc.

Technology
1.16K
+ 47.39%
$207.23 - $234.82 $241K - $273K
3.62K $842K
VBK
Vanguard Small Cap Growth ETF

ETFs
425
+ 3.64%
$240.48 - $267.94 $102K - $114K
12.1K $3.23M
VIG
Vanguard Dividend Appreciation

ETFs
1.73K
+ 52.26%
$182.15 - $182.15 $314K - $314K
5.03K $916K
UNP
Union Pacific Corp

Industrials
44
+ 0.31%
$221.78 - $256.09 $9.76K - $11.3K
14.3K $3.53M
PGR
Progressive Corp

Financial Services
3
+ 0.05%
$209.46 - $259.24 $628 - $778
5.87K $1.49M
DFAS
Dimensional ETF Tr U S Small C

ETFs
96
+ 0.18%
$59.25 - $65.33 $5.69K - $6.27K
52.9K $3.43M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
766
+ 4.59%
$85.03 - $94.56 $65.1K - $72.4K
17.4K $1.62M
TJX
Tjx Companies Inc

Consumer Cyclical
61
+ 0.32%
$107.93 - $120.23 $6.58K - $7.33K
19.2K $2.25M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
296
+ 0.61%
$38.51 - $41.69 $11.4K - $12.3K
49.2K $2.05M
VONG
Vanguard Russell 1000 Growth E

ETFs
87
+ 0.23%
$85.48 - $98.39 $7.44K - $8.56K
37.5K $3.62M
DFAR
Dimensional ETF Tr Dimensional

ETFs
140
+ 0.51%
$21.91 - $26.03 $3.07K - $3.64K
27.5K $703K
KTB
Kontoor Brands, Inc.

Consumer Cyclical
39
+ 0.64%
$63.18 - $82.13 $2.46K - $3.2K
6.12K $500K
KKR
Kkr & Co. Inc.

Financial Services
5
+ 0.13%
$104.51 - $133.23 $523 - $666
3.77K $492K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
48
+ 0.59%
$111.9 - $124.28 $5.37K - $5.97K
8.16K $1.01M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
17
+ 0.05%
$50.85 - $53.88 $864 - $916
35.3K $1.89M
META
Meta Platforms, Inc.

Communication Services
11
+ 1.05%
$453.41 - $572.44 $4.99K - $6.3K
1.06K $605K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
106
+ 0.26%
$41.34 - $43.55 $4.38K - $4.62K
40.4K $1.75M
IJS
Ishares S&P Smallcap 600 Value

ETFs
33
+ 0.53%
$95.81 - $109.03 $3.16K - $3.6K
6.32K $680K
IJK
Ishares S&P Midcap 400 Growth

ETFs
57
+ 0.35%
$84.81 - $93.54 $4.83K - $5.33K
16.2K $1.49M
VTWO
Vanguard Russell 2000 ETF

ETFs
54
+ 0.67%
$81.17 - $90.77 $4.38K - $4.9K
8.09K $723K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
46
+ 0.88%
$127.29 - $141.5 $5.86K - $6.51K
5.3K $739K
MDLZ
Mondelez International, Inc.

Consumer Defensive
47
+ 0.65%
$64.35 - $75.71 $3.02K - $3.56K
7.29K $537K
ESAB
Esab Corp

Industrials
4
+ 0.08%
$91.98 - $107.0 $368 - $428
5.24K $557K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
39
+ 0.42%
$71.9 - $79.86 $2.8K - $3.11K
9.32K $740K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
540
+ 15.69%
$98.99 - $101.51 $53.5K - $54.8K
3.98K $403K
JPM
Jpmorgan Chase & CO

Financial Services
114
+ 4.5%
$194.9 - $224.8 $22.2K - $25.6K
2.65K $558K
AMGN
Amgen Inc

Healthcare
25
+ 0.68%
$309.38 - $337.38 $7.73K - $8.43K
3.68K $1.19M
CB
Chubb LTD

Financial Services
6
+ 0.62%
$252.51 - $292.2 $1.52K - $1.75K
975 $281K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
523
+ 12.28%
$51.02 - $52.74 $26.7K - $27.6K
4.78K $251K
V
Visa Inc.

Financial Services
10
+ 0.41%
$253.74 - $291.56 $2.54K - $2.92K
2.43K $667K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
9
+ 0.25%
$112.99 - $126.45 $1.02K - $1.14K
3.67K $462K
IWF
Ishares Russell 1000 Gr ETF

ETFs
4
+ 0.15%
$332.02 - $382.76 $1.33K - $1.53K
2.65K $996K
LRGF
Ishares Tr

ETFs
32
+ 0.37%
$52.89 - $58.77 $1.69K - $1.88K
8.77K $515K
DFIC
Dimensional ETF Tr Dimensional

ETFs
328
+ 3.09%
$25.36 - $28.37 $8.32K - $9.31K
10.9K $307K
JEPI
J P Morgan Exchange Traded Fd

ETFs
110
+ 1.81%
$54.98 - $59.51 $6.05K - $6.55K
6.19K $368K
Activity Summary
Buys All Purchases 70 New Holdings 5 Increased Positions 65 Sells All Sells 14 Reductions 14 Sold out 0 Options Calls 0 Puts 0
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