Vance Wealth, Inc. Purchases in Q3 2024

Vance Wealth, Inc.

  • $263 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
15.1K
+ 0.91%
$31.05 - $34.29 $467K - $516K
1.67M $57.2M
DFAX
Dimensional ETF Tr
28.7K
+ 2.67%
$24.29 - $27.25 $696K - $781K
1.1M $29.7M
VONV
Vanguard Russell 1000 Value Et

ETFs
10.3K
+ 10.58%
$76.07 - $83.33 $782K - $857K
107K $8.95M
VONG
Vanguard Russell 1000 Growth E

ETFs
7.5K
+ 6.22%
$85.48 - $98.39 $641K - $737K
128K $12.4M
IWS
Ishares Russell Midcap Value E

ETFs
2.89K
+ 6.83%
$119.52 - $132.25 $345K - $382K
45.2K $5.97M
TSLA
Tesla, Inc.

Consumer Cyclical
410
+ 4.17%
$191.76 - $263.26 $78.6K - $108K
10.2K $2.68M
PG
Procter & Gamble CO

Consumer Defensive
54
+ 0.06%
$160.76 - $177.82 $8.68K - $9.6K
87.2K $15.1M
IWP
Ishares Russell Mid Cap Growth

ETFs
2.96K
+ 5.53%
$103.87 - $117.59 $307K - $348K
56.5K $6.63M
IWN
Ishares Russell2000 Val ETF

ETFs
2.03K
+ 9.93%
$150.05 - $171.34 $304K - $347K
22.5K $3.75M
META
Meta Platforms, Inc.

Communication Services
541
+ 18.83%
$453.41 - $572.44 $245K - $310K
3.41K $1.95M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
3.33K
+ 12.55%
$80.13 - $88.89 $267K - $296K
29.9K $2.64M
DFAE
Dimensional ETF Tr

ETFs
12.8K
+ 24.27%
$24.46 - $27.82 $314K - $357K
65.6K $1.8M
DFIV
Dimensional ETF Tr

ETFs
8.65K
+ 25.07%
$34.66 - $38.38 $300K - $332K
43.1K $1.64M
EQIX
Equinix Inc

Real Estate
295
+ 40.08%
$749.0 - $890.01 $221K - $263K
1.03K $915K
JNJ
Johnson & Johnson

Healthcare
227
+ 1.2%
$145.48 - $167.38 $33K - $38K
19.2K $3.11M
SHOP
Shopify Inc.

Technology
3.95K
New
$52.26 - $80.75 $207K - $319K
3.95K $316K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
157
+ 1.63%
$256.4 - $289.78 $40.3K - $45.5K
9.79K $2.78M
DFIS
Dimensional ETF Tr Dimensional

ETFs
6.42K
+ 21.1%
$24.06 - $26.97 $154K - $173K
36.8K $988K
AVGO
Broadcom Inc.

Technology
1.37K
New
$136.27 - $1745.86 $187K - $2.39M
1.37K $236K
HD
Home Depot, Inc.

Consumer Cyclical
573
New
$333.64 - $405.2 $191K - $232K
573 $232K
RTX
Raytheon Technologies Corp

Industrials
1.85K
New
$99.55 - $123.34 $184K - $228K
1.85K $224K
IAU
Ishares Gold Trust

ETFs
4.48K
New
$44.06 - $50.5 $197K - $226K
4.48K $222K
UNH
Unitedhealth Group Inc

Healthcare
381
New
$488.01 - $604.18 $186K - $230K
381 $222K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
5.29K
New
$36.02 - $41.68 $190K - $220K
5.29K $218K
TTD
Trade Desk, Inc.

Technology
1.99K
New
$83.08 - $110.79 $166K - $221K
1.99K $218K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
2.65K
New
$71.9 - $79.86 $191K - $212K
2.65K $210K
DFIC
Dimensional ETF Tr Dimensional

ETFs
7.23K
New
$25.36 - $28.37 $183K - $205K
7.23K $203K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
391
+ 1.23%
$178.94 - $207.0 $70K - $80.9K
32.1K $6.44M
NVDA
Nvidia Corp

Technology
1.83K
+ 11.92%
$98.91 - $134.91 $181K - $246K
17.1K $2.08M
UBER
Uber Technologies, Inc

Technology
1.16K
+ 16.62%
$58.48 - $77.47 $67.6K - $89.6K
8.11K $609K
SPY
Spdr S&P 500 ETF Trust

ETFs
75
+ 4.63%
$517.38 - $573.86 $38.8K - $43K
1.7K $972K
DFAT
Dimensional ETF Tr U S Target

ETFs
802
+ 6.52%
$51.0 - $57.07 $40.9K - $45.8K
13.1K $728K
WMT
Walmart Inc.

Consumer Defensive
176
+ 3.84%
$66.91 - $81.4 $11.8K - $14.3K
4.76K $384K
VTWV
Vanguard Russell 2000 Value Et

ETFs
192
+ 6.52%
$132.06 - $150.96 $25.4K - $29K
3.14K $461K
GOOG
Alphabet Inc.

Communication Services
618
+ 20.8%
$149.54 - $192.66 $92.4K - $119K
3.59K $600K
NSC
Norfolk Southern Corp

Industrials
12
+ 1.0%
$213.75 - $259.69 $2.57K - $3.12K
1.21K $301K
SRE
Sempra Energy

Utilities
11
+ 0.2%
$74.97 - $84.04 $825 - $924
5.43K $454K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
334
+ 8.22%
$74.26 - $78.84 $24.8K - $26.3K
4.4K $344K
NFLX
Netflix Inc

Communication Services
4
+ 0.44%
$598.55 - $722.26 $2.39K - $2.89K
905 $641K
JPM
Jpmorgan Chase & CO

Financial Services
38
+ 1.46%
$194.9 - $224.8 $7.41K - $8.54K
2.64K $556K
VUG
Vanguard Growth ETF

ETFs
20
+ 1.35%
$341.08 - $391.94 $6.82K - $7.84K
1.51K $578K
MSFT
Microsoft Corp

Technology
193
+ 5.14%
$395.15 - $467.56 $76.3K - $90.2K
3.95K $1.7M
VTI
Vanguard Total Stock Market Et

ETFs
5
+ 0.48%
$255.18 - $283.2 $1.28K - $1.42K
1.04K $295K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
65
+ 1.92%
$76.38 - $78.87 $4.96K - $5.13K
3.45K $271K
TXN
Texas Instruments Inc

Technology
61
+ 3.66%
$194.6 - $194.6 $11.9K - $11.9K
1.73K $336K
BAC
Bank Of America Corp

Financial Services
208
+ 1.41%
$36.65 - $44.13 $7.62K - $9.18K
15K $595K
AMZN
Amazon Com Inc

Consumer Cyclical
501
+ 3.87%
$161.02 - $200.0 $80.7K - $100K
13.4K $2.51M
VIG
Vanguard Dividend Appreciation

ETFs
25
+ 2.19%
$182.15 - $182.15 $4.55K - $4.55K
1.17K $212K
SEAS
Sea World Entertainment, Inc.

Consumer Cyclical
8
+ 0.19%
N/A
4.14K $217K
Activity Summary
Buys All Purchases 54 New Holdings 11 Increased Positions 43 Sells All Sells 37 Reductions 37 Sold out 0 Options Calls 0 Puts 0
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