Websterrogers Financial Advisors, LLC Purchases in Q3 2024

Websterrogers Financial Advisors, LLC

  • $279 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VGLT
Vanguard Long Term Treasury Et

ETFs
13.4K
+ 11.47%
$56.52 - $63.23 $756K - $846K
130K $8M
JEPI
J P Morgan Exchange Traded Fd

ETFs
15.3K
+ 56.64%
$54.98 - $59.51 $841K - $911K
42.3K $2.52M
DIHP
Dimensional ETF Tr Dimensional

ETFs
8.93K
+ 1.68%
$25.23 - $27.94 $225K - $249K
541K $15M
AVIV
American Centy ETF Tr Avantis
3.19K
+ 1.63%
$50.37 - $56.43 $161K - $180K
199K $11.2M
VUG
Vanguard Growth ETF

ETFs
74
+ 0.12%
$341.08 - $391.94 $25.2K - $29K
64.3K $24.7M
DFIS
Dimensional ETF Tr Dimensional

ETFs
482
+ 0.17%
$24.06 - $26.97 $11.6K - $13K
279K $7.49M
BND
Vanguard Bd Index Fd Inc Total

ETFs
6.07K
+ 60.03%
$71.45 - $75.64 $433K - $459K
16.2K $1.21M
AVSC
American Centy ETF Tr Avantis
1.28K
+ 1.33%
$49.07 - $56.13 $62.7K - $71.7K
97.3K $5.26M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
6.17K
New
$58.03 - $65.37 $358K - $403K
6.17K $399K
VTI
Vanguard Total Stock Market Et

ETFs
1.07K
New
$255.18 - $283.2 $272K - $302K
1.07K $302K
VNQI
Vanguard Global Ex U.S. Real

ETFs
638
+ 2.41%
$40.45 - $47.24 $25.8K - $30.1K
27.1K $1.27M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
2.85K
+ 13.53%
$47.7 - $48.54 $136K - $138K
23.9K $1.16M
EPRF
Innovator Etfs Tr S&P Invt Gra

ETFs
693
+ 0.8%
$18.41 - $19.93 $12.8K - $13.8K
86.9K $1.71M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
1.21K
+ 8.15%
$19.78 - $23.53 $23.9K - $28.4K
16K $371K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
86
+ 0.64%
$74.26 - $78.84 $6.39K - $6.78K
13.6K $1.07M
VIG
Vanguard Dividend Appreciation

ETFs
224
+ 9.75%
$182.15 - $182.15 $40.8K - $40.8K
2.52K $459K
QQQ
Invesco Qqq Trust, Series 1

ETFs
1
+ 0.03%
$434.77 - $502.96 $435 - $503
3.88K $1.89M
DFAE
Dimensional ETF Tr

ETFs
510
+ 4.54%
$24.46 - $27.82 $12.5K - $14.2K
11.7K $322K
PFF
Ishares Trust Ishares Pfd And

ETFs
26
+ 0.27%
$31.18 - $33.5 $811 - $871
9.52K $316K
NVDA
Nvidia Corp

Technology
118
+ 6.49%
$98.91 - $134.91 $11.7K - $15.9K
1.94K $235K
MSFT
Microsoft Corp

Technology
48
+ 5.78%
$395.15 - $467.56 $19K - $22.4K
879 $378K
CVX
Chevron Corp

Energy
4
+ 0.25%
$137.88 - $161.97 $552 - $648
1.59K $234K
Activity Summary
Buys All Purchases 23 New Holdings 3 Increased Positions 20 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
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