West Financial Advisors, LLC Purchases and Sells in Q2 2024

West Financial Advisors, LLC

$482 Million
Q2 2024

Top Buys

Incresed Positions

42 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPY	4.62K + 2.0%	$495.16 - $548.49 $2.29M - $2.53M	236K $128M
BND	35K + 5.41%	$70.55 - $72.66 $2.47M - $2.54M	683K $49.2M
DFAE	24.2K + 2.77%	$24.03 - $26.3 $582K - $637K	899K $23.2M
VEA	31.5K + 3.41%	$47.83 - $51.21 $1.51M - $1.61M	955K $47.2M
VTEB	25K + 2.77%	$49.55 - $50.44 $1.24M - $1.26M	929K $46.5M
ESGV	6.29K + 38.77%	$87.24 - $97.37 $549K - $613K	22.5K $2.18M

New Holdings

12 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GL	2K New	$49.17 - $114.13 $98.3K - $228K	2K $164K
DFIV	666 New	$35.5 - $38.02 $23.6K - $25.3K	666 $23K
IWM	105 New	$192.84 - $209.44 $20.2K - $22K	105 $21K
IWY	36 New	$183.56 - $216.15 $6.61K - $7.78K	36 $7K
WES	100 New	$34.05 - $39.73 $3.4K - $3.97K	100 $3K
BEN	50 New	$21.83 - $27.62 $1.09K - $1.38K	50 $1K

Top Sells

Reduced Positions

18 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VXF	-1.7K - 2.7%	$161.82 - $174.44 $276K - $297K	61.3K $10.3M
MUB	-2.64K - 28.22%	$105.37 - $107.16 $278K - $283K	6.71K $715K
VXUS	-4.38K - 10.01%	$57.86 - $62.21 $253K - $272K	39.3K $2.37M
VIG	-1.36K - 2.65%	$173.33 - $185.29 $236K - $252K	49.9K $9.11M
LNT	-3K - 21.78%	$47.4 - $52.12 $142K - $156K	10.8K $548K
WFC	-797 - 19.73%	$56.41 - $62.34 $45K - $49.7K	3.24K $192K

Activity Summary All Purchases 54 New Holdings 12 Increased Positions 42 All Sells 18 Reductions 18 Sold out 0 Calls 0 Puts 0

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