Waterford Advisors, LLC Purchases and Sells in Q1 2024

Waterford Advisors, LLC

$236 Million
Q1 2024

Top Buys

Incresed Positions

14 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVV	2.53K + 3.27%	$469.56 - $525.73 $1.19M - $1.33M	79.9K $42M
VTV	5.75K + 4.82%	$147.46 - $162.86 $848K - $937K	125K $20.4M
VUG	1.5K + 2.61%	$301.05 - $346.61 $453K - $521K	59.1K $20.3M
FNDF	26.6K + 6.51%	$32.59 - $35.65 $867K - $949K	435K $15.5M
VEA	12.9K + 4.13%	$46.21 - $50.27 $594K - $646K	324K $16.3M
SCHA	11.5K + 4.03%	$44.84 - $49.24 $515K - $565K	297K $14.6M

New Holdings

5 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CBU	44.9K New	$43.25 - $52.61 $1.94M - $2.36M	44.9K $2.15M
BND	10.2K New	$71.76 - $73.66 $733K - $752K	10.2K $741K
APH	5.47K New	$94.46 - $115.35 $517K - $631K	5.47K $630K
BAC	5.59K New	$31.73 - $37.92 $177K - $212K	5.59K $212K
PEP	1.18K New	$162.04 - $175.01 $192K - $207K	1.18K $207K

Top Sells

Reduced Positions

12 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SCHE	-15.3K - 20.0%	$23.47 - $25.45 $360K - $390K	61.3K $1.55M
VOO	-520 - 46.8%	$429.43 - $481.35 $223K - $250K	591 $284K
AAPL	-96 - 1.14%	$169.0 - $195.18 $16.2K - $18.7K	8.35K $1.43M
IBDQ	-1.2K - 9.23%	$24.7 - $24.84 $29.5K - $29.7K	11.8K $291K
IBDP	-1.78K - 1.62%	$24.89 - $25.05 $44.4K - $44.7K	108K $2.71M
SO	-380 - 10.95%	$66.25 - $72.24 $25.2K - $27.5K	3.09K $221K

Activity Summary All Purchases 19 New Holdings 5 Increased Positions 14 All Sells 12 Reductions 12 Sold out 0 Calls 0 Puts 0

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