Vance Wealth, Inc. Purchases and Sells in Q4 2024

Vance Wealth, Inc.

$257 Million
Q4 2024

Top Buys

Incresed Positions

33 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GOOG	1.24K + 34.52%	$163.08 - $198.16 $202K - $246K	4.83K $919K
GOOGL	677 + 23.52%	$161.86 - $196.66 $110K - $133K	3.56K $673K
DFIV	7.59K + 17.6%	$34.86 - $37.97 $265K - $288K	50.7K $1.8M
JPM	251 + 9.5%	$205.18 - $250.29 $51.5K - $62.8K	2.89K $693K
SHOP	40 + 1.01%	$78.14 - $119.49 $3.13K - $4.78K	3.99K $424K
PYPL	637 + 12.57%	$77.25 - $91.3 $49.2K - $58.2K	5.7K $486K

New Holdings

4 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SDS	21.8K New	$18.65 - $21.2 $407K - $462K	21.8K $428K
SQ	3.03K New	$65.06 - $98.92 $197K - $300K	3.03K $257K
HON	906 New	$202.84 - $236.0 $184K - $214K	906 $204K
AXP	687 New	$267.35 - $305.57 $184K - $210K	687 $203K

Top Sells

Reduced Positions

55 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFAC	-38.2K - 2.29%	$33.92 - $36.6 $1.3M - $1.4M	1.63M $56.4M
PG	-367 - 0.42%	$161.05 - $179.7 $59.1K - $65.9K	86.9K $14.6M
SPY	-887 - 52.33%	$567.81 - $607.81 $504K - $539K	808 $473K
EFV	-2.55K - 3.91%	$51.78 - $57.15 $132K - $146K	62.7K $3.29M
EEM	-4.64K - 8.48%	$41.82 - $47.36 $194K - $220K	50.1K $2.1M
EFG	-1.05K - 3.96%	$96.83 - $106.88 $101K - $112K	25.4K $2.46M

Activity Summary All Purchases 37 New Holdings 4 Increased Positions 33 All Sells 55 Reductions 55 Sold out 0 Calls 0 Puts 0

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