Tag Stone Capital, Inc. Sells in Q1 2025

Tag Stone Capital, Inc.

  • $197 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AMZN
Amazon Com Inc

Consumer Cyclical
-1.85K
- 2.89%
$190.26 - $242.06 $351K - $447K
62.1K $11.8M
GOOGL
Alphabet Inc.

Communication Services
-4.23K
- 20.74%
$154.33 - $206.19 $652K - $871K
16.2K $2.5M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-17.7K
- 11.87%
$77.7 - $78.94 $1.37M - $1.4M
131K $10.4M
VCIT
Vanguard Intermediate Term Cor

ETFs
-18.7K
- 8.26%
$79.17 - $82.04 $1.48M - $1.53M
208K $17M
IVV
Ishares Core S&P 500 ETF

ETFs
-101
- 0.29%
$554.06 - $615.85 $56K - $62.2K
34.5K $19.4M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
-22.6K
- 55.48%
$40.79 - $42.32 $923K - $958K
18.2K $763K
DFAT
Dimensional ETF Tr U S Target

ETFs
-6.39K
- 6.81%
$50.44 - $58.1 $322K - $371K
87.4K $4.5M
DFAS
Dimensional ETF Tr U S Small C

ETFs
-6.8K
- 12.91%
$58.81 - $68.2 $400K - $464K
45.9K $2.74M
ICSH
Blackrock Ultra Short Term Bon

ETFs
-12.7K
- 27.02%
$50.44 - $50.7 $641K - $644K
34.3K $1.74M
NVDA
Nvidia Corp

Technology
-438
- 2.52%
$106.98 - $149.43 $46.9K - $65.5K
16.9K $1.83M
IWP
Ishares Russell Mid Cap Growth

ETFs
-25
- 0.06%
$114.9 - $139.6 $2.87K - $3.49K
42.2K $4.96M
JNJ
Johnson & Johnson

Healthcare
-5.15K
- 22.64%
$142.06 - $167.7 $731K - $863K
17.6K $2.92M
BAC
Bank Of America Corp

Financial Services
-5.42K
- 27.37%
$39.61 - $47.74 $215K - $259K
14.4K $600K
KTB
Kontoor Brands, Inc.

Consumer Cyclical
-678
- 11.01%
$59.37 - $95.63 $40.3K - $64.8K
5.48K $351K
AAPL
Apple Inc.

Technology
-23
- 0.45%
$209.68 - $247.1 $4.82K - $5.68K
5.04K $1.12M
IXUS
Ishares Tr

ETFs
-2.5K
- 17.4%
$65.06 - $72.31 $162K - $181K
11.9K $827K
IEMG
Ishares Inc

ETFs
-1.94K
- 9.66%
N/A
18.1K $971K
IYR
Ishares Tr

ETFs
-1.37K
- 9.33%
$89.49 - $98.98 $123K - $136K
13.3K $1.28M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-2.02K
- 10.78%
$59.28 - $66.1 $120K - $134K
16.7K $1.06M
IWM
Ishares Russell 2000 ETF

ETFs
-12
- 0.41%
$198.1 - $229.79 $2.38K - $2.76K
2.88K $574K
JPM
Jpmorgan Chase & CO

Financial Services
-137
- 4.94%
$225.19 - $279.95 $30.9K - $38.4K
2.64K $646K
DFSD
Dimensional ETF Tr Short Durat

ETFs
-560
- 3.76%
$46.74 - $47.55 $26.2K - $26.6K
14.4K $682K
Dimensional ETF Trust
-12
- 0.09%
N/A
12.8K $0
VUSB
Vanguard Bd Index Fds
-49.2K
- 77.82%
N/A
14K $0
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-3
- 0.08%
$110.75 - $119.78 $332 - $359
3.73K $431K
SCHW
Schwab Charles Corp

Financial Services
-137
- 2.01%
$71.24 - $83.64 $9.76K - $11.5K
6.66K $521K
RTX
Raytheon Technologies Corp

Industrials
-27
- 1.47%
$114.1 - $135.66 $3.08K - $3.66K
1.81K $240K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-147
- 0.4%
$37.07 - $40.63 $5.45K - $5.97K
36.6K $1.44M
COST
Costco Wholesale Corp

Consumer Defensive
-40
- 0.68%
$890.62 - $1076.86 $35.6K - $43.1K
5.87K $5.55M
IEFA
Ishares Tr

ETFs
-1.29K
- 1.97%
$69.57 - $78.65 $89.5K - $101K
63.9K $4.83M
Activity Summary
Buys All Purchases 57 New Holdings 10 Increased Positions 47 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
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