Voisard Asset Management Group, Inc. Purchases in Q3 2024

Voisard Asset Management Group, Inc.

$240 Billion
Q3 2024

Stock	Shares change	Price Range	Shares Held
JCPB J P Morgan Exchange Traded Fd ETFs	19.7K + 2.39%	$45.87 - $48.53 $902K - $954K	841K $40.6B
SCHF Schwab Strategic Tr Intl Eqty ETFs	38.1K + 16.54%	$36.98 - $41.55 $1.41M - $1.58M	268K $11B
AGG Ishares Core U.S. Aggregate Bo ETFs	6.61K + 1.89%	$96.25 - $101.98 $637K - $674K	357K $36.1B
IUSG Ishares Core S&P U.S Growth Et ETFs	13K New	$116.79 - $133.54 $1.51M - $1.73M	13K $1.71B
DFAE Dimensional ETF Tr ETFs	36.2K + 8.38%	$24.46 - $27.82 $886K - $1.01M	468K $12.8B
VUG Vanguard Growth ETF ETFs	3.84K New	$341.08 - $391.94 $1.31M - $1.51M	3.84K $1.48B
VGSH Vanguard ETFs	19.4K + 7.52%	$57.74 - $59.13 $1.12M - $1.15M	278K $16.4B
RSP Invesco S&P 500 Equal Weight E ETFs	2.2K + 3.58%	$162.83 - $179.16 $359K - $395K	63.8K $11.4B
SCHX Schwab Strategic Tr Us Large C ETFs	8.63K + 6.51%	$61.11 - $67.85 $527K - $585K	141K $9.58B
SPLG Spdr Portfolio S&P 500 ETF (Ma ETFs	10.5K + 14.13%	$60.84 - $67.51 $638K - $708K	84.7K $5.72B
SCHB Schwab Strategic Tr Us Broad M ETFs	14.1K New	$59.93 - $66.52 $843K - $935K	14.1K $935M
VCSH Vanguard Sht Term Corp Bd ETF ETFs	11.5K + 230.36%	$76.94 - $79.54 $887K - $917K	16.5K $1.31B
SPTI Spdr Ser Tr Spdr Portfolio Int ETFs	30.9K New	$27.8 - $29.26 $859K - $904K	30.9K $898M
SCHE Schwab Strategic Tr Us Emergin ETFs	27.9K + 376.44%	$25.45 - $29.53 $709K - $823K	35.3K $1.03B
SPSM Spdr Portfolio S&P 600 Small C ETFs	3.15K + 1.82%	$41.02 - $46.01 $129K - $145K	176K $8.02B
IVV Ishares Core S&P 500 ETF ETFs	1.27K + 66.27%	$520.18 - $576.82 $658K - $730K	3.17K $1.83B
AVLV American Centy ETF Tr Avantis	11.7K New	$60.05 - $65.83 $703K - $771K	11.7K $771M
IMCG Ishare Morningstar Mid Cap Gro ETFs	9.67K + 345.38%	$65.15 - $72.97 $630K - $706K	12.5K $910M
AVUV American Centy ETF Tr Avantis ETFs	7.32K New	$88.24 - $99.7 $646K - $730K	7.32K $703M
SCHM Schwab Strategic U.S. Mid Cap ETFs	2.55K + 2.99%	$75.47 - $83.18 $192K - $212K	87.8K $7.29B
VGIT Vanguard Intermediate Term Tre ETFs	10.7K New	$57.8 - $60.8 $616K - $648K	10.7K $644M
SLQD Ishares 0 5 Year Investment Gr ETFs	12.3K New	$49.07 - $50.44 $604K - $620K	12.3K $620M
AVDV American Centy ETF Tr Avantis ETFs	8.65K New	$62.52 - $71.12 $541K - $615K	8.65K $611M
SPTM Spdr Portfolio S&P 1500 Compos ETFs	8.49K New	$63.28 - $70.06 $538K - $595K	8.49K $595M
DFUV Dimensional ETF Tr Us Marketwi ETFs	12.9K New	$38.51 - $41.69 $498K - $540K	12.9K $540M
GRID First Tr Nasdaq Clean Edge Sma ETFs	5.8K + 2761.9%	$110.06 - $128.44 $638K - $745K	6.01K $553M
VWO Vanguard Ftse Emerging Mkts Et ETFs	1.8K + 2.28%	$41.9 - $48.26 $75.4K - $86.8K	80.7K $3.86B
ITOT Ishares Core S&P Total U.S. St ETFs	2.78K + 75.24%	$113.41 - $125.62 $316K - $350K	6.48K $815M
AAPL Apple Inc. Technology	835 + 10.67%	$207.23 - $234.82 $173K - $196K	8.66K $2.02B
EFG Msci Eafe Growth ETF ETFs	3.41K New	$96.84 - $108.77 $331K - $371K	3.41K $367M
USMV Ishares Msci Usa Min Vol Facto ETFs	3.97K New	$83.76 - $91.82 $333K - $365K	3.97K $363M
MBB Ishares Tr ETFs	3.54K New	$90.85 - $96.66 $321K - $342K	3.54K $339M
IEMG Ishares Inc ETFs	5.71K + 252.08%	$53.64 - $53.64 $306K - $306K	7.97K $458M
SYK Stryker Corp Healthcare	852 + 1981.4%	$315.94 - $371.96 $269K - $317K	895 $323M
MU Micron Technology Inc Technology	2.51K New	$86.27 - $136.82 $216K - $343K	2.51K $260M
JAAA Janus Detroit Str Tr Janus Hen ETFs	4.96K New	$50.52 - $50.95 $251K - $253K	4.96K $252M
AVUS American Centy ETF Tr Avantis ETFs	2.65K New	$86.27 - $95.15 $229K - $252K	2.65K $252M
IEFA Ishares Tr ETFs	2.47K + 44.2%	$70.09 - $78.74 $173K - $194K	8.04K $628M
IXUS Ishares Tr ETFs	3.05K New	$64.9 - $73.35 $198K - $223K	3.05K $221M
BSMR Invesco Bulletshares 2027 Muni ETFs	8.9K New	$23.41 - $23.78 $208K - $212K	8.9K $211M
MUB Ishares National Muni Bond ETF ETFs	1.89K + 409.11%	$106.13 - $108.7 $200K - $205K	2.35K $255M
VTI Vanguard Total Stock Market Et ETFs	697 + 143.71%	$255.18 - $283.2 $178K - $197K	1.18K $335M
VOO Vanguard Index Fds S&P 500 ETF ETFs	380 + 2533.33%	$475.2 - $527.7 $181K - $201K	395 $208M
DFUS Dimensional ETF Tr U S Equity ETFs	4.7K New	$56.04 - $62.2 $264K - $292K	4.7K $196M
Dimensional ETF Trust	5.47K New	N/A	5.47K $169M
FNDX Schwab Fundamental U S Large C ETFs	2.32K New	$65.36 - $71.76 $152K - $166K	2.32K $166M
Ea Series Trust	1.47K New	N/A	1.47K $160M
SUB Ishares Short Term National Mu ETFs	1.49K New	$104.3 - $106.3 $155K - $158K	1.49K $158M
WTFC Wintrust Financial Corp Financial Services	1.36K New	$96.43 - $111.89 $132K - $153K	1.36K $148M
DFAI Dimensional ETF Tr ETFs	4.65K New	$28.69 - $32.06 $133K - $149K	4.65K $148M

Activity Summary All Purchases 539 New Holdings 368 Increased Positions 171 All Sells 64 Reductions 64 Sold out 0 Calls 0 Puts 0

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Account

Voisard Asset Management Group, Inc. Purchases in Q3 2024

Voisard Asset Management Group, Inc.

19.7K

38.1K

6.61K

13K

36.2K

3.84K

19.4K

2.2K

8.63K

10.5K

14.1K

11.5K

30.9K

27.9K

3.15K

1.27K

11.7K

9.67K

7.32K

2.55K

10.7K

12.3K

8.65K

8.49K

12.9K

5.8K

1.8K

2.78K

835

3.41K

3.97K

3.54K

5.71K

852

2.51K

4.96K

2.65K

2.47K

3.05K

8.9K

1.89K

697

380

4.7K

5.47K

2.32K

1.47K

1.49K

1.36K

4.65K

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