Websterrogers Financial Advisors, LLC Reduced Holdings in Q3 2024

Websterrogers Financial Advisors, LLC

  • $279 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AVUS
American Centy ETF Tr Avantis

ETFs
-40.1K
- 12.85%
$86.27 - $95.15 $3.46M - $3.82M
272K $25.9M
VGSH
Vanguard

ETFs
-12K
- 5.55%
$57.74 - $59.13 $691K - $708K
204K $12M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-1.79K
- 9.31%
$475.2 - $527.7 $852K - $946K
17.5K $9.22M
VGIT
Vanguard Intermediate Term Tre

ETFs
-7.92K
- 8.52%
$57.8 - $60.8 $458K - $481K
85K $5.14M
FLRN
Spdr Bloomberg Investment Grad

ETFs
-8.17K
- 8.86%
$30.55 - $30.85 $250K - $252K
84K $2.59M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-4.27K
- 9.94%
$76.38 - $78.87 $326K - $336K
38.6K $3.04M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-4.51K
- 3.5%
$50.61 - $50.96 $228K - $230K
124K $6.33M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-11.6K
- 5.6%
$44.9 - $47.55 $521K - $551K
195K $9.22M
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
-4.52K
- 3.55%
$49.69 - $50.5 $225K - $228K
123K $6.21M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-2.7K
- 5.21%
$76.94 - $79.54 $208K - $215K
49.2K $3.9M
SCHP
Schwab Strategic Us Tips ETF

ETFs
-2.05K
- 9.32%
$51.58 - $53.79 $105K - $110K
19.9K $1.07M
VCIT
Vanguard Intermediate Term Cor

ETFs
-2.68K
- 5.91%
$79.29 - $84.02 $213K - $226K
42.7K $3.58M
SCHO
Schwab Short Term Us Treasury

ETFs
-1.07K
- 6.02%
$47.93 - $49.06 $51.4K - $52.6K
16.8K $820K
DFAS
Dimensional ETF Tr U S Small C

ETFs
-1.69K
- 11.26%
$59.25 - $65.33 $99.8K - $110K
13.3K $861K
BAC
Bank Of America Corp

Financial Services
-589
- 7.04%
$36.65 - $44.13 $21.6K - $26K
7.78K $308K
WM
Waste Management Inc

Industrials
-18
- 1.77%
$196.96 - $223.45 $3.55K - $4.02K
1K $207K
PEP
Pepsico Inc

Consumer Defensive
-40
- 2.84%
$161.9 - $179.3 $6.48K - $7.17K
1.37K $232K
VUSB
Vanguard Bd Index Fds
-13.7K
- 9.58%
N/A
130K $0
AVSF
American Centy ETF Tr Avantis

ETFs
-49
- 0.68%
$45.96 - $47.18 $2.25K - $2.31K
7.15K $337K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
-1.23K
- 6.11%
$69.16 - $76.64 $85.2K - $94.4K
18.9K $1.42M
DFAX
Dimensional ETF Tr
-941
- 4.57%
$24.29 - $27.25 $22.9K - $25.6K
19.6K $530K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-2.3K
- 5.17%
$38.51 - $41.69 $88.4K - $95.7K
42.1K $1.75M
DFAT
Dimensional ETF Tr U S Target

ETFs
-1.66K
- 5.52%
$51.0 - $57.07 $84.5K - $94.6K
28.4K $1.58M
JNJ
Johnson & Johnson

Healthcare
-26
- 1.53%
$145.48 - $167.38 $3.78K - $4.35K
1.68K $271K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-1.37K
- 1.12%
$49.93 - $51.15 $68.3K - $70K
120K $6.15M
AAPL
Apple Inc.

Technology
-103
- 2.23%
$207.23 - $234.82 $21.3K - $24.2K
4.51K $1.05M
AON
Aon PLC

Financial Services
-215
- 7.12%
$293.16 - $351.06 $63K - $75.5K
2.8K $969K
DFUS
Dimensional ETF Tr U S Equity

ETFs
-407
- 0.7%
$56.04 - $62.2 $22.8K - $25.3K
58K $3.61M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
-1.93K
- 2.37%
$74.85 - $82.2 $144K - $159K
79.5K $6.45M
AVEM
American Centy ETF Tr Avantis

ETFs
-6.25K
- 2.81%
$57.2 - $65.59 $358K - $410K
216K $14M
AVDE
American Centy ETF Tr Avantis

ETFs
-8.35K
- 4.05%
$60.09 - $67.67 $502K - $565K
198K $13.3M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-4.67K
- 1.62%
$31.05 - $34.29 $145K - $160K
283K $9.71M
VNQ
Vanguard Specialized Funds Van

ETFs
-231
- 0.7%
$82.97 - $98.97 $19.2K - $22.9K
33K $3.21M
AVLV
American Centy ETF Tr Avantis
-4.79K
- 1.57%
$60.05 - $65.83 $288K - $315K
300K $19.7M
DUHP
Dimensional ETF Tr Dimensional

ETFs
-2.89K
- 0.71%
$30.74 - $34.07 $88.7K - $98.3K
401K $13.7M
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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