Vista Wealth Management Group, LLC Purchases in Q3 2024

Vista Wealth Management Group, LLC

  • $1.45 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
CCCS
Ccc Intelligent Solutions Holdings Inc.

Technology
3.14M
+ 118.54%
$9.97 - $11.33 $31.3M - $35.5M
5.78M $63.8M
AVUS
American Centy ETF Tr Avantis

ETFs
52K
+ 3.74%
$86.27 - $95.15 $4.48M - $4.94M
1.44M $137M
DIHP
Dimensional ETF Tr Dimensional

ETFs
127K
+ 2.15%
$25.23 - $27.94 $3.2M - $3.55M
6.05M $168M
DFAR
Dimensional ETF Tr Dimensional

ETFs
320
+ 0.01%
$21.91 - $26.03 $7.01K - $8.33K
2.95M $75.6M
AVDE
American Centy ETF Tr Avantis

ETFs
41.6K
+ 4.04%
$60.09 - $67.67 $2.5M - $2.82M
1.07M $71.8M
NU
Nu Holdings Ltd.

Financial Services
259K
+ 5.69%
$10.71 - $15.14 $2.78M - $3.93M
4.82M $65.8M
AVEM
American Centy ETF Tr Avantis

ETFs
26.7K
+ 3.1%
$57.2 - $65.59 $1.53M - $1.75M
889K $57.5M
DFAS
Dimensional ETF Tr U S Small C

ETFs
8.71K
+ 1.22%
$59.25 - $65.33 $516K - $569K
723K $46.9M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
491
+ 1.16%
$72.18 - $107.33 $35.4K - $52.7K
42.9K $4.55M
DT
Dynatrace, Inc.

Technology
112
+ 0.07%
$40.49 - $53.47 $4.53K - $5.99K
167K $8.92M
TSLA
Tesla, Inc.

Consumer Cyclical
399
+ 2.58%
$191.76 - $263.26 $76.5K - $105K
15.9K $4.15M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
10.6K
New
$91.42 - $91.82 $965K - $970K
10.6K $969K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
17
+ 0.06%
$475.2 - $527.7 $8.08K - $8.97K
26.7K $14.1M
NVDA
Nvidia Corp

Technology
9.89K
+ 4.12%
$98.91 - $134.91 $978K - $1.33M
250K $30.3M
VTI
Vanguard Total Stock Market Et

ETFs
1.37K
+ 11.19%
$255.18 - $283.2 $349K - $387K
13.6K $3.84M
UBER
Uber Technologies, Inc

Technology
64
+ 0.03%
$58.48 - $77.47 $3.74K - $4.96K
186K $14M
NOW
Service Now, Inc.

Technology
7
+ 0.2%
$730.87 - $937.36 $5.12K - $6.56K
3.44K $3.08M
ADI
Analog Devices Inc

Technology
1.37K
New
$200.56 - $243.33 $274K - $333K
1.37K $314K
JNJ
Johnson & Johnson

Healthcare
799
+ 7.74%
$145.48 - $167.38 $116K - $134K
11.1K $1.8M
IBM
International Business Machines Corp

Technology
1.31K
New
$175.1 - $223.38 $229K - $292K
1.31K $288K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
781
+ 1.48%
$58.03 - $65.37 $45.3K - $51.1K
53.7K $3.47M
VTV
Vanguard Value ETF

ETFs
1.64K
New
$159.75 - $174.57 $262K - $286K
1.64K $285K
INFY
Infosys LTD

Technology
12.7K
New
$18.76 - $23.28 $238K - $296K
12.7K $282K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
3.13K
New
$77.02 - $85.06 $241K - $266K
3.13K $264K
STT
State Street Corp

Financial Services
2.8K
New
$73.37 - $89.31 $205K - $250K
2.8K $247K
VBR
Vanguard Small Cap Value ETF

ETFs
1.21K
New
$179.99 - $201.6 $218K - $244K
1.21K $242K
BHP
Bhp Group LTD

Basic Materials
3.91K
New
$51.32 - $62.11 $201K - $243K
3.91K $242K
JPM
Jpmorgan Chase & CO

Financial Services
402
+ 2.18%
$194.9 - $224.8 $78.3K - $90.4K
18.8K $3.96M
URI
United Rentals, Inc.

Industrials
295
New
$627.41 - $814.1 $185K - $240K
295 $238K
HUBB
Hubbell Inc

Industrials
547
New
$355.55 - $428.48 $194K - $234K
547 $234K
UNP
Union Pacific Corp

Industrials
947
New
$221.78 - $256.09 $210K - $243K
947 $233K
VZ
Verizon Communications Inc

Communication Services
5.15K
New
$38.89 - $45.0 $200K - $232K
5.15K $231K
GE
General Electric CO

Industrials
1.23K
New
$156.66 - $189.66 $193K - $233K
1.23K $231K
VRSK
Verisk Analytics, Inc.

Industrials
854
New
$260.31 - $285.99 $222K - $244K
854 $228K
PH
Parker Hannifin Corp

Industrials
355
New
$501.01 - $635.92 $178K - $226K
355 $224K
ICE
Intercontinental Exchange, Inc.

Financial Services
1.39K
New
$136.93 - $162.81 $191K - $227K
1.39K $223K
ITW
Illinois Tool Works Inc

Industrials
824
New
$233.14 - $263.97 $192K - $218K
824 $215K
BKNG
Booking Holdings Inc.

Consumer Cyclical
51
New
$3305.62 - $4268.05 $169K - $218K
51 $214K
AXP
American Express CO

Financial Services
74
+ 1.52%
$225.92 - $271.17 $16.7K - $20.1K
4.94K $1.34M
SCHV
Schwab Strategic Tr Us Large C

ETFs
2.62K
New
$73.43 - $80.37 $192K - $210K
2.62K $210K
VXF
Vanguard Extended Market ETF

ETFs
825
+ 18.39%
$163.98 - $182.92 $135K - $151K
5.31K $966K
BBY
Best Buy CO Inc

Consumer Cyclical
2.02K
New
$80.23 - $103.29 $162K - $209K
2.02K $208K
IBN
Icici Bank LTD

Financial Services
6.98K
New
$27.58 - $31.38 $193K - $219K
6.98K $208K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
2.1K
New
$90.87 - $102.43 $191K - $215K
2.1K $207K
WCC
Wesco International Inc

Industrials
1.23K
New
$149.47 - $183.24 $184K - $226K
1.23K $206K
BNS
Bank Of Nova Scotia

Financial Services
3.76K
New
$44.71 - $54.78 $168K - $206K
3.76K $204K
SHEL
Shell PLC

Energy
3.07K
New
$65.65 - $73.28 $201K - $225K
3.07K $202K
HD
Home Depot, Inc.

Consumer Cyclical
153
+ 7.06%
$333.64 - $405.2 $51K - $62K
2.32K $940K
MA
Mastercard Inc

Financial Services
184
+ 9.45%
$429.6 - $500.99 $79K - $92.2K
2.13K $1.05M
Activity Summary
Buys All Purchases 137 New Holdings 30 Increased Positions 107 Sells All Sells 62 Reductions 62 Sold out 0 Options Calls 0 Puts 0
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