Wealthpoint, LLC Closed Holding Positions

Wealthpoint, LLC

$247 Million
Q3 2023

Stock	Closed Quarter	Shares Sold	Price Range	Trade History
REZI Resideo Technologies, Inc. Industrials	Q1 2019 Filed on May 16, 2019	3	$18.96 - $26.21 $56.9 - $78.6
RDS-A Shell PLC Energy	Q1 2019 Filed on May 16, 2019	1,275	$50.37 - $56.25 $64.2K - $71.7K
TEVA Teva Pharmaceutical Industries LTD Healthcare	Q1 2019 Filed on May 16, 2019	666	$15.58 - $20.01 $10.4K - $13.3K
Torchmark Corp	Q1 2019 Filed on May 16, 2019	748	N/A
VOD Vodafone Group Public LTD CO Communication Services	Q1 2019 Filed on May 16, 2019	221	$17.07 - $20.18 $3.77K - $4.46K
VOYA Voya Financial, Inc. Financial Services	Q1 2019 Filed on May 16, 2019	1,250	$39.53 - $51.31 $49.4K - $64.1K
Waddell & Reed Finl A	Q1 2019 Filed on May 16, 2019	190	N/A
WERN Werner Enterprises Inc Industrials	Q1 2019 Filed on May 16, 2019	800	$29.17 - $35.13 $23.3K - $28.1K
DGS Wisdomtree Emerging Markets Sm ETFs	Q1 2019 Filed on May 16, 2019	100	N/A
HYZD Wisdomtree Tr Interest Rate He ETFs	Q1 2019 Filed on May 16, 2019	485	N/A
DOL Wisdomtree Tr Intl Largecap Di ETFs	Q1 2019 Filed on May 16, 2019	100	N/A
DLS Wisdomtree Tr Intl Small Cap D ETFs	Q1 2019 Filed on May 16, 2019	285	N/A
AIVL Wisdomtree U.S. Ai Enhanced Va ETFs	Q1 2019 Filed on May 16, 2019	125	N/A
DON Wisdomtree Tr U.S. Midcap Divi ETFs	Q1 2019 Filed on May 16, 2019	735	$31.29 - $36.15 $23K - $26.6K
Xerox Corp New	Q1 2019 Filed on May 16, 2019	37	N/A
YUM Yum Brands Inc Consumer Cyclical	Q1 2019 Filed on May 16, 2019	136	$89.14 - $100.9 $12.1K - $13.7K
YUMC Yum China Holdings, Inc. Consumer Cyclical	Q1 2019 Filed on May 16, 2019	59	$32.88 - $44.91 $1.94K - $2.65K
VCLT Vanguard Lg Trm Corp Bd ETF ETFs	Q1 2019 Filed on May 16, 2019	54	N/A
BIV Vanguard Bd Index Fd Inc Inter ETFs	Q1 2019 Filed on May 16, 2019	700	N/A
TRV Travelers Companies, Inc. Financial Services	Q1 2019 Filed on May 16, 2019	29	$115.26 - $137.16 $3.34K - $3.98K
Trustco Bk Corp N Y	Q1 2019 Filed on May 16, 2019	8,429	N/A
UA Under Armour Inc Cl C Consumer Cyclical	Q1 2019 Filed on May 16, 2019	200	N/A
UNIT Uniti Group Inc. Real Estate	Q1 2019 Filed on May 16, 2019	70	$8.31 - $19.99 $582 - $1.4K
ITM Vaneck Intermediate Muni ETF ETFs	Q1 2019 Filed on May 16, 2019	375	N/A
VTR Ventas, Inc. Real Estate	Q1 2019 Filed on May 16, 2019	161	$56.92 - $65.25 $9.16K - $10.5K
VNOM Viper Energy Partners LP Energy	Q1 2019 Filed on May 16, 2019	850	$25.96 - $36.41 $22.1K - $30.9K
VIG Vanguard Dividend Appreciation ETFs	Q1 2019 Filed on May 16, 2019	1,543	N/A
VDE Vanguard Energy ETF ETFs	Q1 2019 Filed on May 16, 2019	205	N/A
VFH Vanguard Financial ETF ETFs	Q1 2019 Filed on May 16, 2019	1,143	N/A
VWO Vanguard Ftse Emerging Mkts Et ETFs	Q1 2019 Filed on May 16, 2019	1,589	$37.67 - $43.15 $59.9K - $68.6K
VGK Vanguard Ftse Europe ETF Ftse ETFs	Q1 2019 Filed on May 16, 2019	0	N/A
VHT Vanguard Health Care ETF ETFs	Q1 2019 Filed on May 16, 2019	90	N/A
EWJ Ishares Msci Japan ETF ETFs	Q1 2019 Filed on May 16, 2019	0	N/A
JRS Nuveen Real Estate Income Fund Financial Services	Q1 2019 Filed on May 16, 2019	0	$8.34 - $10.46 $0 - $0
INSP Inspire Medical Systems, Inc. Healthcare	Q1 2019 Filed on May 16, 2019	640	$39.48 - $62.0 $25.3K - $39.7K
IUSV Ishares Core S&P U.S. Value Et ETFs	Q1 2019 Filed on May 16, 2019	626	$48.21 - $55.66 $30.2K - $34.8K
EEMV Ishares Msci Emerging Markets ETFs	Q1 2019 Filed on May 16, 2019	547	$55.11 - $59.93 $30.1K - $32.8K
ACWV Ishares Msci Global Min Vol Fa ETFs	Q1 2019 Filed on May 16, 2019	587	N/A
IEV Ishares Tr Europe ETF ETFs	Q1 2019 Filed on May 16, 2019	1,041	$38.63 - $44.26 $40.2K - $46.1K
EFV Msci Eafe Value ETF ETFs	Q1 2019 Filed on May 16, 2019	28	$44.87 - $49.81 $1.26K - $1.39K
EWG Ishares Msci Germany ETF ETFs	Q1 2019 Filed on May 16, 2019	170	$24.83 - $27.86 $4.22K - $4.74K
NEA Nuveen Amt Free Quality Municipal Income Fund Financial Services	Q1 2019 Filed on May 16, 2019	0	$12.5 - $13.38 $0 - $0
IWM Ishares Russell 2000 ETF ETFs	Q1 2019 Filed on May 16, 2019	141	$132.25 - $158.24 $18.6K - $22.3K
IWS Ishares Russell Midcap Value E ETFs	Q1 2019 Filed on May 16, 2019	150	$75.3 - $87.47 $11.3K - $13.1K
IUSG Ishares Core S&P U.S Growth Et ETFs	Q1 2019 Filed on May 16, 2019	1,846	$51.25 - $60.61 $94.6K - $112K
SUB Ishares Short Term National Mu ETFs	Q1 2019 Filed on May 16, 2019	14	$105.27 - $106.06 $1.47K - $1.48K
IYK Ishares U.S. Consumer Staples ETFs	Q1 2019 Filed on May 16, 2019	125	$104.87 - $119.45 $13.1K - $14.9K
IYC Ishares U.S. Consumer Discreti ETFs	Q1 2019 Filed on May 16, 2019	133	N/A
IJH Ishares Core S&P Mid Cap ETF ETFs	Q1 2019 Filed on May 16, 2019	583	$162.83 - $193.4 $94.9K - $113K
ISTB Ihares Core 1 5 Years Usd Bond ETFs	Q1 2019 Filed on May 16, 2019	275	N/A

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