Wall Capital Group, Inc. Closed Holding Positions

Wall Capital Group, Inc.

  • $88.2 Million
  • Q4 2023
Stock Closed Quarter Shares Sold Price Range Trade History
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
Q2 2022 Filed on Jul 11, 2022
2,052
$114.07 - $132.3 $234K - $271K
EMB
Ishares Tr

ETFs
Q2 2022 Filed on Jul 11, 2022
2,113
$84.66 - $98.11 $179K - $207K
BNDX
Vanguard Total International B

ETFs
Q2 2022 Filed on Jul 11, 2022
4,208
$48.35 - $52.44 $203K - $221K
SPY
Spdr S&P 500 ETF Trust

ETFs
Q2 2022 Filed on Jul 11, 2022
1,456
$365.86 - $456.8 $533K - $665K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
Q2 2022 Filed on Jul 11, 2022
11,016
$40.48 - $47.83 $446K - $527K
QQQ
Invesco Qqq Trust, Series 1

ETFs
Q2 2022 Filed on Jul 11, 2022
4,887
$271.39 - $369.3 $1.33M - $1.8M
LQD
Ishares Iboxx $ Investment Gra

ETFs
Q1 2022 Filed on Apr 28, 2022
2,384
$118.44 - $131.22 $282K - $313K
JNK
Spdr Bloomberg High Yield Bond

ETFs
Q1 2022 Filed on Apr 28, 2022
2,013
$99.6 - $108.5 $200K - $218K
TLT
Ishares Barclays 20+ Year Trea

ETFs
Q1 2022 Filed on Apr 28, 2022
1,122
$128.66 - $144.3 $144K - $162K
GE
General Electric CO

Industrials
Q4 2021 Filed on Jan 24, 2022
6,402
$89.98 - $111.29 $576K - $712K
General Electric CO
Q3 2021 Filed on Nov 01, 2021
51,224
N/A
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
Q3 2020 Filed on Oct 20, 2020
13,890
$16.99 - $18.73 $236K - $260K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
Q3 2020 Filed on Oct 20, 2020
91,508
$56.07 - $56.92 $5.13M - $5.21M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
Q2 2019 Filed on Jul 25, 2019
2,758
$83.84 - $84.81 $231K - $234K
VO
Vanguard Mid Cap ETF

ETFs
Q2 2019 Filed on Jul 25, 2019
21,927
N/A
Spdr Series Trust
Q2 2019 Filed on Jul 25, 2019
11,855
N/A
MRK
Merck & Co., Inc.

Healthcare
Q4 2018 Filed on Jan 15, 2019
2,877
$65.24 - $75.71 $188K - $218K
XTL
Spdr Ser Tr S & P Telecom ETF

ETFs
Q3 2018 Filed on Oct 25, 2018
78,163
N/A
Powershares Qqq Trust
Q2 2018 Filed on Jul 19, 2018
7,542
N/A
SCHO
Schwab Short Term Us Treasury

ETFs
Q1 2018 Filed on Apr 19, 2018
999
N/A
EPR
Epr Properties

Real Estate
Q1 2018 Filed on Apr 19, 2018
27
$53.18 - $64.49 $1.44K - $1.74K
Powershares ETF Tr Ii
Q1 2018 Filed on Apr 19, 2018
2,075
N/A
MPLX
Mplx LP

Energy
Q1 2018 Filed on Apr 19, 2018
110
$32.62 - $39.12 $3.59K - $4.3K
EPD
Enterprise Products Partners L.P.

Energy
Q1 2018 Filed on Apr 19, 2018
201
$24.06 - $29.4 $4.84K - $5.91K
EBND
Spdr Bloomberg Emerging Market

ETFs
Q1 2018 Filed on Apr 19, 2018
1
N/A
FLCO
Franklin Templeton ETF Tr Invt
Q1 2018 Filed on Apr 19, 2018
1
N/A
WBA
Walgreens Boots Alliance, Inc.

Healthcare
Q1 2018 Filed on Apr 19, 2018
244
$65.43 - $80.27 $16K - $19.6K
BWX
Spdr Bloomberg International T

ETFs
Q1 2018 Filed on Apr 19, 2018
488
N/A
SCHV
Schwab Strategic Tr Us Large C

ETFs
Q1 2018 Filed on Apr 19, 2018
814
N/A
BMY
Bristol Myers Squibb CO

Healthcare
Q1 2018 Filed on Apr 19, 2018
169
$59.92 - $68.98 $10.1K - $11.7K
LXP
Lxp Industrial Trust

Real Estate
Q4 2017 Filed on Jan 18, 2018
84
$9.65 - $10.59 $811 - $890
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