Towerpoint Wealth, LLC Purchases and Sells in Q3 2024

Towerpoint Wealth, LLC

$209 Million
Q3 2024

Top Buys

Incresed Positions

33 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VTV	441 + 0.31%	$159.75 - $174.57 $70.4K - $77K	144K $25.1M
VCIT	3.78K + 1.56%	$79.29 - $84.02 $300K - $318K	246K $20.6M
VO	1.84K + 5.36%	$237.84 - $263.83 $439K - $487K	36.2K $9.56M
VEA	6.78K + 2.74%	$47.6 - $53.31 $323K - $361K	254K $13.4M
IWD	2.32K + 8.42%	$173.36 - $189.8 $402K - $440K	29.8K $5.66M
VBR	781 + 2.36%	$179.99 - $201.6 $141K - $157K	33.8K $6.79M

New Holdings

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VYM	5.63K New	$117.9 - $128.2 $663K - $721K	5.63K $721K
VPU	3.71K New	$146.64 - $174.54 $544K - $648K	3.71K $645K
T	9.82K New	$18.21 - $22.28 $179K - $219K	9.82K $215K
PEG	2.28K New	$73.58 - $89.21 $168K - $204K	2.28K $203K
LOW	741 New	$213.3 - $270.78 $158K - $201K	741 $200K
FEDERATED HERMES ETF TRUST	8.81K New	N/A	8.81K $0

Top Sells

Reduced Positions

35 operations

Stock	Shares change	Price Range	Shares Held	Trade History
HYG	-44.7K - 40.72%	$76.72 - $80.36 $3.43M - $3.59M	65.1K $5.23M
NVDA	-1.64K - 8.43%	$98.91 - $134.91 $162K - $221K	17.8K $2.16M
MSFT	-65 - 0.72%	$395.15 - $467.56 $25.7K - $30.4K	9.02K $3.88M
GOOGL	-638 - 14.25%	$148.65 - $191.18 $94.8K - $122K	3.84K $636K
LLY	-3 - 0.07%	$772.14 - $960.02 $2.32K - $2.88K	4.28K $3.79M
DMLP	-1.14K - 3.65%	$28.87 - $32.64 $32.8K - $37.1K	30K $904K

Activity Summary All Purchases 39 New Holdings 6 Increased Positions 33 All Sells 35 Reductions 35 Sold out 0 Calls 0 Puts 0

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