Vance Wealth, Inc. Purchases and Sells in Q3 2024

Vance Wealth, Inc.

$263 Million
Q3 2024

Top Buys

Incresed Positions

43 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFAC	15.1K + 0.91%	$31.05 - $34.29 $467K - $516K	1.67M $57.2M
DFAX	28.7K + 2.67%	$24.29 - $27.25 $696K - $781K	1.1M $29.7M
VONV	10.3K + 10.58%	$76.07 - $83.33 $782K - $857K	107K $8.95M
VONG	7.5K + 6.22%	$85.48 - $98.39 $641K - $737K	128K $12.4M
IWS	2.89K + 6.83%	$119.52 - $132.25 $345K - $382K	45.2K $5.97M
TSLA	410 + 4.17%	$191.76 - $263.26 $78.6K - $108K	10.2K $2.68M

New Holdings

11 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SHOP	3.95K New	$52.26 - $80.75 $207K - $319K	3.95K $316K
AVGO	1.37K New	$136.27 - $1745.86 $187K - $2.39M	1.37K $236K
HD	573 New	$333.64 - $405.2 $191K - $232K	573 $232K
RTX	1.85K New	$99.55 - $123.34 $184K - $228K	1.85K $224K
IAU	4.48K New	$44.06 - $50.5 $197K - $226K	4.48K $222K
UNH	381 New	$488.01 - $604.18 $186K - $230K	381 $222K

Top Sells

Reduced Positions

37 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MDT	-26.4K - 47.42%	$76.84 - $91.03 $2.03M - $2.4M	29.3K $2.64M
IEMG	-4.77K - 5.61%	$53.64 - $53.64 $256K - $256K	80.2K $4.3M
IWF	-520 - 6.23%	$332.02 - $382.76 $173K - $199K	7.83K $2.94M
SPYV	-7.37K - 10.39%	$48.51 - $52.86 $357K - $390K	63.6K $3.36M
GOOGL	-210 - 6.8%	$148.65 - $191.18 $31.2K - $40.1K	2.88K $477K
INTU	-10 - 0.91%	$602.97 - $670.49 $6.03K - $6.7K	1.09K $676K

Activity Summary All Purchases 54 New Holdings 11 Increased Positions 43 All Sells 37 Reductions 37 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Vance Wealth, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Vance Wealth, Inc. with notifications on news.