Wealthgate Family Office, LLC Closed Holding Positions

Wealthgate Family Office, LLC

  • $40.6 Million
  • Q2 2024
Stock Closed Quarter Shares Sold Price Range Trade History
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
Q1 2022 Filed on May 13, 2022
1,799
$99.29 - $140.66 $179K - $253K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
Q1 2022 Filed on May 13, 2022
19,050
$71.88 - $80.4 $1.37M - $1.53M
MSFT
Microsoft Corp

Technology
Q1 2022 Filed on May 13, 2022
1,407
$275.85 - $334.75 $388K - $471K
XLV
Select Sector Spdr Fund Health

ETFs
Q1 2022 Filed on May 13, 2022
401
$126.55 - $139.44 $50.7K - $55.9K
IBB
Ishares Biotechnology ETF

ETFs
Q1 2022 Filed on May 13, 2022
5,190
$119.6 - $152.37 $621K - $791K
XLY
Select Sector Spdr Consumer Di

ETFs
Q1 2022 Filed on May 13, 2022
303
$163.19 - $210.31 $49.4K - $63.7K
XLF
Financial Sector Spdr

ETFs
Q1 2022 Filed on May 13, 2022
4,600
$35.66 - $41.42 $164K - $191K
XLI
Industrial Sector Spdr

ETFs
Q1 2022 Filed on May 13, 2022
527
$95.6 - $107.05 $50.4K - $56.4K
XLC
Select Sector Spdr Tr Communic

ETFs
Q1 2022 Filed on May 13, 2022
717
$63.62 - $78.22 $45.6K - $56.1K
DGRO
Ishares Core Dividend Growth E

ETFs
Q1 2022 Filed on May 13, 2022
5,300
$50.66 - $56.06 $268K - $297K
IVV
Ishares Core S&P 500 ETF

ETFs
Q1 2022 Filed on May 13, 2022
480
$418.06 - $479.84 $201K - $230K
LOW
Lowes Companies Inc

Consumer Cyclical
Q1 2022 Filed on May 13, 2022
943
$202.19 - $259.81 $191K - $245K
BLK
Black Rock Inc.

Financial Services
Q1 2022 Filed on May 13, 2022
226
$662.87 - $917.22 $150K - $207K
DWAS
Invesco ETF Tr Ii Dwa Smallcap

ETFs
Q1 2022 Filed on May 13, 2022
3,600
$75.5 - $90.52 $272K - $326K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
Q4 2021 Filed on Feb 14, 2022
120
$101.4 - $117.16 $12.2K - $14.1K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
Q4 2021 Filed on Feb 14, 2022
169
$71.13 - $76.45 $12K - $12.9K
TIP
Ishares Tr Tips Bd ETF

ETFs
Q4 2021 Filed on Feb 14, 2022
35
$127.7 - $130.86 $4.47K - $4.58K
TLT
Ishares Barclays 20+ Year Trea

ETFs
Q4 2021 Filed on Feb 14, 2022
16
$141.52 - $154.35 $2.26K - $2.47K
LQD
Ishares Iboxx $ Investment Gra

ETFs
Q4 2021 Filed on Feb 14, 2022
107
$130.98 - $134.88 $14K - $14.4K
NEAR
Blackrock Short Maturity Bond

ETFs
Q4 2021 Filed on Feb 14, 2022
10,000
$49.93 - $50.12 $499K - $501K
VAW
Vanguard Materials ETF

ETFs
Q4 2021 Filed on Feb 14, 2022
13
$175.11 - $197.26 $2.28K - $2.56K
VIS
Vanguard Industrial ETF

ETFs
Q4 2021 Filed on Feb 14, 2022
29
$189.71 - $207.5 $5.5K - $6.02K
VFH
Vanguard Financial ETF

ETFs
Q4 2021 Filed on Feb 14, 2022
757
$92.72 - $100.95 $70.2K - $76.4K
VDC
Vanguard Consumer Staples ETF

ETFs
Q4 2021 Filed on Feb 14, 2022
14
$179.09 - $199.88 $2.51K - $2.8K
VB
Vanguard Small Cap ETF

ETFs
Q4 2021 Filed on Feb 14, 2022
133
$215.13 - $239.37 $28.6K - $31.8K
XLE
Energy Sector Spdr

ETFs
Q4 2021 Filed on Feb 14, 2022
140
$53.01 - $59.14 $7.42K - $8.28K
XLP
Consumer Staples Sector Spdr

ETFs
Q4 2021 Filed on Feb 14, 2022
71
N/A
XLB
Select Sector Spdr Fd Material

ETFs
Q4 2021 Filed on Feb 14, 2022
55
$80.02 - $90.61 $4.4K - $4.98K
RBLX
Roblox Corp

Communication Services
Q4 2021 Filed on Feb 14, 2022
8,698
$70.22 - $134.72 $611K - $1.17M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
Q4 2021 Filed on Feb 14, 2022
20,378
$50.47 - $50.71 $1.03M - $1.03M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
Q4 2021 Filed on Feb 14, 2022
169
$14.6 - $15.16 $2.47K - $2.56K
DLO
D Local LTD

Technology
Q4 2021 Filed on Feb 14, 2022
9,132
$30.92 - $61.29 $282K - $560K
IXJ
Ishares Global Healthcare ETF

ETFs
Q4 2021 Filed on Feb 14, 2022
170
$82.63 - $90.54 $14K - $15.4K
ROKU
Roku, Inc

Communication Services
Q4 2021 Filed on Feb 14, 2022
1,566
$203.94 - $344.46 $319K - $539K
IWN
Ishares Russell2000 Val ETF

ETFs
Q4 2021 Filed on Feb 14, 2022
132
$157.31 - $176.88 $20.8K - $23.3K
FOX
Fox Corp Cl B (De)

Communication Services
Q4 2021 Filed on Feb 14, 2022
14,368
$32.22 - $40.2 $463K - $578K
UBER
Uber Technologies, Inc

Technology
Q4 2021 Filed on Feb 14, 2022
13,639
$35.73 - $48.36 $487K - $660K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
Q4 2021 Filed on Feb 14, 2022
410
$394.21 - $439.01 $162K - $180K
MRK
Merck & Co., Inc.

Healthcare
Q2 2021 Filed on Aug 11, 2021
6,934
$70.31 - $77.77 $488K - $539K
MELI
Mercadolibre Inc

Consumer Cyclical
Q2 2021 Filed on Aug 11, 2021
1,039
$1296.65 - $1623.01 $1.35M - $1.69M
AXP
American Express CO

Financial Services
Q2 2021 Filed on Aug 11, 2021
5,043
$144.33 - $169.45 $728K - $855K
INTU
Intuit Inc

Technology
Q2 2021 Filed on Aug 11, 2021
770
$392.04 - $491.4 $302K - $378K
Draftkings Inc
Q2 2021 Filed on Aug 11, 2021
18,451
N/A
CVS
Cvs Health Corp

Healthcare
Q2 2021 Filed on Aug 11, 2021
6,886
$73.79 - $89.81 $508K - $618K
BA
Boeing CO

Industrials
Q2 2021 Filed on Aug 11, 2021
3,175
$220.78 - $259.36 $701K - $823K
BRK-A
Berkshire Hathaway Inc

Financial Services
Q2 2021 Filed on Aug 11, 2021
1
$390360.0 - $439460.0 $390K - $439K
WMT
Walmart Inc.

Consumer Defensive
Q2 2021 Filed on Aug 11, 2021
4,070
$135.17 - $142.42 $550K - $580K
PTON
Peloton Interactive, Inc.

Consumer Cyclical
Q2 2021 Filed on Aug 11, 2021
7,197
$82.62 - $126.92 $595K - $913K
WDAY
Workday, Inc.

Technology
Q2 2021 Filed on Aug 11, 2021
1,557
$221.24 - $265.93 $344K - $414K
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