Waller Financial Planning Group, Inc Reduced Holdings in Q2 2024

Waller Financial Planning Group, Inc

  • $372 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-16.8K
- 1.83%
$34.2 - $36.64 $573K - $614K
897K $31.5M
BNDX
Vanguard Total International B

ETFs
-22.6K
- 35.57%
$48.24 - $49.07 $1.09M - $1.11M
41K $1.99M
VEA
Vanguard Ftse Developed Market

ETFs
-7.27K
- 4.03%
$47.83 - $51.21 $348K - $372K
173K $8.56M
VB
Vanguard Small Cap ETF

ETFs
-547
- 1.55%
$210.76 - $226.94 $115K - $124K
34.7K $7.56M
VO
Vanguard Mid Cap ETF

ETFs
-775
- 2.45%
$234.99 - $248.98 $182K - $193K
30.8K $7.46M
MUB
Ishares National Muni Bond ETF

ETFs
-3.13K
- 11.4%
$105.37 - $107.16 $330K - $336K
24.4K $2.6M
VNQ
Vanguard Specialized Funds Van

ETFs
-2.28K
- 4.7%
$78.61 - $85.97 $179K - $196K
46.3K $3.88M
EFV
Msci Eafe Value ETF

ETFs
-3.21K
- 3.26%
$52.34 - $56.41 $168K - $181K
95.2K $5.05M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-5.23K
- 11.14%
$50.82 - $51.15 $266K - $268K
41.8K $2.13M
EFG
Msci Eafe Growth ETF

ETFs
-1.26K
- 2.6%
$97.17 - $106.25 $123K - $134K
47.4K $4.85M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-495
- 1.24%
$73.13 - $75.43 $36.2K - $37.3K
39.4K $2.95M
VBK
Vanguard Small Cap Growth ETF

ETFs
-75
- 2.24%
$237.63 - $258.31 $17.8K - $19.4K
3.27K $818K
TSLA
Tesla, Inc.

Consumer Cyclical
-300
- 22.16%
$142.05 - $197.88 $42.6K - $59.4K
1.05K $208K
SUB
Ishares Short Term National Mu

ETFs
-242
- 5.74%
$104.04 - $104.8 $25.2K - $25.4K
3.97K $415K
XOM
Exxon Mobil Corp

Energy
-50
- 1.95%
$108.36 - $122.2 $5.42K - $6.11K
2.52K $289K
META
Meta Platforms, Inc.

Communication Services
-40
- 5.89%
$430.17 - $527.34 $17.2K - $21.1K
639 $322K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-80
- 6.8%
$414.65 - $485.21 $33.2K - $38.8K
1.1K $525K
AMZN
Amazon Com Inc

Consumer Cyclical
-330
- 5.39%
$173.67 - $197.85 $57.3K - $65.3K
5.79K $1.12M
VUG
Vanguard Growth ETF

ETFs
-112
- 5.59%
$322.46 - $377.11 $36.1K - $42.2K
1.89K $706K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-3.7K
- 3.64%
$40.83 - $44.89 $151K - $166K
97.8K $4.28M
AAPL
Apple Inc.

Technology
-20
- 0.13%
$165.0 - $216.67 $3.3K - $4.33K
15.2K $3.2M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-1.72K
- 0.37%
$35.3 - $38.79 $60.7K - $66.7K
464K $17.5M
Activity Summary
Buys All Purchases 35 New Holdings 8 Increased Positions 27 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 1
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