Waterford Advisors, LLC Sells in Q3 2024

Waterford Advisors, LLC

$196 Million
Q3 2024

Stock	Shares change	Price Range	Shares Held	Trade History
MUB Ishares National Muni Bond ETF ETFs	-21.7K - 34.84%	$106.13 - $108.7 $2.31M - $2.36M	40.6K $4.41M
URTH Ishares Msci World ETF ETFs	-953 - 20.53%	$140.68 - $156.99 $134K - $150K	3.69K $578K
IBMM Ishares Tr Ibonds Dec 2024 Ter ETFs	-4.05K - 23.01%	$25.97 - $26.11 $105K - $106K	13.5K $353K
NVDA Nvidia Corp Technology	-300 - 4.54%	$98.91 - $134.91 $29.7K - $40.5K	6.31K $766K
EFA Ishares Tr Msci Eafe ETF ETFs	-868 - 10.26%	$75.32 - $84.37 $65.4K - $73.2K	7.59K $634K
PG Procter & Gamble CO Consumer Defensive	-190 - 12.94%	$160.76 - $177.82 $30.5K - $33.8K	1.28K $221K
SO Southern CO Utilities	-420 - 13.59%	$77.0 - $90.52 $32.3K - $38K	2.67K $240K
V Visa Inc. Financial Services	-25 - 1.88%	$253.74 - $291.56 $6.34K - $7.29K	1.31K $358K
EEM Ishares Msci Emerging Markets ETFs	-75 - 1.49%	$40.42 - $46.7 $3.03K - $3.5K	4.97K $227K
SCHE Schwab Strategic Tr Us Emergin ETFs	-4.92K - 8.17%	$25.45 - $29.53 $125K - $145K	55.3K $1.61M
VOO Vanguard Index Fds S&P 500 ETF ETFs	-4 - 0.67%	$475.2 - $527.7 $1.9K - $2.11K	592 $312K
BSV Vanguard Bd Index Fd Inc Short ETFs	-1.51K - 1.0%	$76.38 - $78.87 $115K - $119K	149K $11.7M
AAPL Apple Inc. Technology	-1 - 0.01%	$207.23 - $234.82 $207 - $235	8.37K $1.95M
SCHV Schwab Strategic Tr Us Large C ETFs	-1.58K - 3.1%	$73.43 - $80.37 $116K - $127K	49.4K $3.97M
SCHF Schwab Strategic Tr Intl Eqty ETFs	-3.34K - 2.54%	$36.98 - $41.55 $124K - $139K	128K $5.27M
VNQ Vanguard Specialized Funds Van ETFs	-499 - 2.29%	$82.97 - $98.97 $41.4K - $49.4K	21.3K $2.08M
VUG Vanguard Growth ETF ETFs	-337 - 0.57%	$341.08 - $391.94 $115K - $132K	59.1K $22.7M
VWO Vanguard Ftse Emerging Mkts Et ETFs	-3.06K - 1.67%	$41.9 - $48.26 $128K - $148K	180K $8.61M

Activity Summary All Purchases 12 New Holdings 2 Increased Positions 10 All Sells 18 Reductions 18 Sold out 0 Calls 0 Puts 0

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