Verity Wealth Advisors Purchases and Sells in Q1 2024

Verity Wealth Advisors

$130 Million
Q1 2024

Top Buys

Incresed Positions

29 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VTI	9.66K + 7.99%	$232.77 - $260.14 $2.25M - $2.51M	131K $33.9M
MSFT	312 + 3.53%	$367.75 - $429.37 $115K - $134K	9.14K $3.85M
VEU	1.57K + 1.06%	$54.0 - $58.69 $85K - $92.4K	150K $8.8M
XT	6.51K + 123.61%	$56.54 - $61.02 $368K - $397K	11.8K $702K
VOO	615 + 44.89%	$429.43 - $481.35 $264K - $296K	1.99K $954K
PFF	9.56K + 108.37%	$31.12 - $32.54 $297K - $311K	18.4K $592K

New Holdings

4 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IGF	9.07K New	$44.1 - $47.63 $400K - $432K	9.07K $431K
XLK	1.58K New	$184.12 - $211.02 $290K - $332K	1.58K $328K
IEFA	4.05K New	$68.14 - $74.43 $276K - $301K	4.05K $300K
MRK	1.62K New	$113.24 - $131.95 $184K - $214K	1.62K $214K

Top Sells

Reduced Positions

14 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CMF	-7.87K - 41.9%	$57.33 - $58.04 $451K - $457K	10.9K $628K
BND	-3.11K - 16.8%	$71.76 - $73.66 $223K - $229K	15.4K $1.12M
BNDX	-1.96K - 27.53%	$48.47 - $49.33 $94.8K - $96.4K	5.15K $253K
VNQ	-375 - 1.76%	$82.58 - $89.12 $31K - $33.4K	21K $1.81M
GILD	-272 - 4.85%	$71.58 - $87.29 $19.5K - $23.7K	5.34K $391K
VO	-233 - 13.55%	$225.86 - $249.86 $52.6K - $58.2K	1.49K $371K

Activity Summary All Purchases 33 New Holdings 4 Increased Positions 29 All Sells 14 Reductions 14 Sold out 0 Calls 0 Puts 0

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