Tanager Wealth Management LLP Purchases in Q3 2024

Tanager Wealth Management LLP

  • $743 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VEA
Vanguard Ftse Developed Market

ETFs
98K
+ 8.74%
$47.6 - $53.31 $4.66M - $5.22M
1.22M $64.4B
XTEN
Bondbloxx ETF Tr Bloomberg 10
108K
+ 7.65%
N/A
1.52M $73.4B
VTI
Vanguard Total Stock Market Et

ETFs
4.23K
+ 1.17%
$255.18 - $283.2 $1.08M - $1.2M
366K $104B
MOAT
Vaneck Morningstar Wide Moat E

ETFs
3.17K
+ 0.71%
$85.84 - $85.84 $272K - $272K
446K $43.3B
XHLF
Bondbloxx ETF Tr Bloomberg 6 M
71.2K
+ 5.55%
N/A
1.35M $68.3B
DFAS
Dimensional ETF Tr U S Small C

ETFs
27.1K
+ 7.82%
$59.25 - $65.33 $1.61M - $1.77M
374K $24.2B
BKAG
Bny Mellon ETF Tr Core Bond Et

ETFs
54.2K
+ 10.28%
$41.04 - $43.51 $2.22M - $2.36M
581K $25.1B
AVUS
American Centy ETF Tr Avantis

ETFs
22.2K
+ 10.39%
$86.27 - $95.15 $1.92M - $2.11M
236K $22.5B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
25.6K
+ 5.86%
$41.9 - $48.26 $1.07M - $1.24M
463K $22.2B
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
92.4K
+ 7.89%
$17.02 - $18.39 $1.57M - $1.7M
1.26M $23.1B
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
13K
+ 3.84%
$65.06 - $71.72 $845K - $931K
351K $25B
AAPL
Apple Inc.

Technology
266
+ 0.29%
$207.23 - $234.82 $55.1K - $62.5K
90.6K $21.1B
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
8.15K
+ 6.85%
$112.99 - $126.45 $921K - $1.03M
127K $16B
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
11.5K
+ 4.68%
$69.61 - $79.56 $801K - $915K
257K $20.1B
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
31.3K
+ 8.14%
$23.58 - $25.5 $738K - $798K
416K $10.6B
Bondbloxx ETF Trust
22.4K
+ 339.65%
N/A
29.1K $1.48B
PICB
Invesco ETF Tr Ii Intl Corp Bd

ETFs
15.4K
+ 2.79%
$22.01 - $23.52 $339K - $363K
569K $13.3B
IWV
Ishares Russell 3000 ETF

ETFs
351
+ 0.88%
$294.75 - $326.73 $103K - $115K
40.3K $13.2B
IEFA
Ishares Tr

ETFs
1.3K
+ 1.1%
$70.09 - $78.74 $90.8K - $102K
119K $9.27B
HES
Hess Corp

Energy
4.94K
New
$126.3 - $155.44 $623K - $767K
4.94K $670M
SUB
Ishares Short Term National Mu

ETFs
4.82K
New
$104.3 - $106.3 $502K - $512K
4.82K $511M
Canadian Pacific Kansas City
5.87K
New
N/A
5.87K $503M
AON
Aon PLC

Financial Services
1.38K
New
$293.16 - $351.06 $405K - $486K
1.38K $479M
IVV
Ishares Core S&P 500 ETF

ETFs
680
+ 72.42%
$520.18 - $576.82 $354K - $392K
1.62K $934M
COST
Costco Wholesale Corp

Consumer Defensive
440
+ 176.0%
$801.83 - $917.05 $353K - $404K
690 $612M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
313
+ 6.96%
$405.19 - $478.57 $127K - $150K
4.81K $2.22B
PEP
Pepsico Inc

Consumer Defensive
1.89K
New
$161.9 - $179.3 $306K - $339K
1.89K $321M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
3.53K
New
$76.94 - $79.54 $272K - $281K
3.53K $280M
UNH
Unitedhealth Group Inc

Healthcare
417
New
$488.01 - $604.18 $204K - $252K
417 $244M
PFE
Pfizer Inc

Healthcare
8.05K
New
$27.7 - $31.39 $223K - $253K
8.05K $233M
VT
Vanguard Total World Stk Index

ETFs
550
+ 2.48%
$107.72 - $119.96 $59.2K - $66K
22.7K $2.72B
V
Visa Inc.

Financial Services
789
New
$253.74 - $291.56 $200K - $230K
789 $217M
BGRN
Ishares Trust Ishares Usd Gre

ETFs
3.92K
+ 29.95%
$46.29 - $48.52 $181K - $190K
17K $822M
VV
Vanguard Large Cap ETF

ETFs
795
New
$236.92 - $263.4 $188K - $209K
795 $210M
APO
Apollo Global Management, Inc.

Financial Services
1.68K
New
$99.16 - $125.81 $166K - $211K
1.68K $210M
FITB
Fifth Third Bancorp

Financial Services
4.83K
New
$36.01 - $43.64 $174K - $211K
4.83K $210M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.61K
New
$117.9 - $128.2 $189K - $206K
1.61K $206M
NFLX
Netflix Inc

Communication Services
283
New
$598.55 - $722.26 $169K - $204K
283 $201M
GLD
Spdr Gold Trust

ETFs
824
New
$215.56 - $246.98 $178K - $204K
824 $200M
VUG
Vanguard Growth ETF

ETFs
466
+ 39.63%
$341.08 - $391.94 $159K - $183K
1.64K $630M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
556
+ 47.08%
$147.95 - $191.05 $82.3K - $106K
1.74K $303M
PPG
Ppg Industries Inc

Basic Materials
592
+ 27.22%
$118.32 - $134.55 $70K - $79.7K
2.77K $367M
TMO
Thermo Fisher Scientific Inc.

Healthcare
37
+ 3.81%
$531.86 - $624.21 $19.7K - $23.1K
1.01K $624M
DFSI
Dimensional ETF Tr Dimen Intl
1.32K
+ 14.57%
N/A
10.4K $372M
SBUX
Starbucks Corp

Consumer Cyclical
37
+ 1.06%
$72.51 - $98.6 $2.68K - $3.65K
3.51K $342M
PG
Procter & Gamble CO

Consumer Defensive
81
+ 1.25%
$160.76 - $177.82 $13K - $14.4K
6.57K $1.14B
MS
Morgan Stanley

Financial Services
378
+ 9.82%
$92.07 - $106.96 $34.8K - $40.4K
4.23K $441M
BSX
Boston Scientific Corp

Healthcare
492
+ 15.73%
$72.96 - $84.0 $35.9K - $41.3K
3.62K $303M
QQQ
Invesco Qqq Trust, Series 1

ETFs
37
+ 1.81%
$434.77 - $502.96 $16.1K - $18.6K
2.09K $1.02B
Activity Summary
Buys All Purchases 61 New Holdings 15 Increased Positions 46 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 0
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