Verity Wealth Advisors Purchases in Q3 2024

Verity Wealth Advisors

  • $142 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
708
+ 0.53%
$255.18 - $283.2 $181K - $201K
134K $37.9M
VEU
Vanguard Ftse All World Ex Us

ETFs
348
+ 0.23%
$56.47 - $63.69 $19.7K - $22.2K
154K $9.7M
XOM
Exxon Mobil Corp

Energy
5.14K
+ 64.75%
$109.72 - $119.0 $564K - $612K
13.1K $1.53M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
411
+ 0.49%
$41.9 - $48.26 $17.2K - $19.8K
85K $4.07M
VNQ
Vanguard Specialized Funds Van

ETFs
381
+ 1.65%
$82.97 - $98.97 $31.6K - $37.7K
23.4K $2.28M
VEA
Vanguard Ftse Developed Market

ETFs
1.64K
+ 2.55%
$47.6 - $53.31 $77.8K - $87.2K
65.7K $3.47M
T
At&T Inc.

Communication Services
9.96K
New
$18.21 - $22.28 $181K - $222K
9.96K $219K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
2.23K
+ 16.84%
$76.38 - $78.87 $171K - $176K
15.5K $1.22M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
200
+ 10.67%
$405.19 - $478.57 $81K - $95.7K
2.08K $955K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
28
+ 0.05%
$36.98 - $41.55 $1.04K - $1.16K
55.5K $2.28M
ICF
Ishares Tr

ETFs
60
+ 0.47%
$56.77 - $67.33 $3.41K - $4.04K
12.9K $850K
VGSH
Vanguard

ETFs
1.24K
+ 6.52%
$57.74 - $59.13 $71.8K - $73.5K
20.3K $1.2M
BND
Vanguard Bd Index Fd Inc Total

ETFs
103
+ 0.66%
$71.45 - $75.64 $7.36K - $7.79K
15.6K $1.17M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
32
+ 0.14%
$45.2 - $47.87 $1.45K - $1.53K
22.9K $1.09M
VO
Vanguard Mid Cap ETF

ETFs
7
+ 0.47%
$237.84 - $263.83 $1.66K - $1.85K
1.49K $394K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
30
+ 0.22%
$76.94 - $79.54 $2.31K - $2.39K
13.4K $1.07M
BNDX
Vanguard Total International B

ETFs
19
+ 0.36%
$48.42 - $50.35 $920 - $957
5.24K $263K
USFR
Wisdomtree Floating Rate Treas

ETFs
42
+ 0.5%
$50.2 - $50.48 $2.11K - $2.12K
8.47K $425K
Ge Vernova Inc Com
933
New
N/A
933 $0
HEFA
Ishares Currency Hedged Msci E

ETFs
234
+ 0.29%
$32.34 - $35.85 $7.57K - $8.39K
81K $2.87M
MSFT
Microsoft Corp

Technology
204
+ 2.23%
$395.15 - $467.56 $80.6K - $95.4K
9.35K $4.02M
Activity Summary
Buys All Purchases 22 New Holdings 2 Increased Positions 20 Sells All Sells 4 Reductions 4 Sold out 0 Options Calls 0 Puts 0
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