West Financial Advisors, LLC Purchases and Sells in Q3 2024

West Financial Advisors, LLC

$518 Million
Q3 2024

Top Buys

Incresed Positions

41 operations

Stock	Shares change	Price Range	Shares Held	Trade History
HYS	69.4K + 100.18%	$92.1 - $95.52 $6.39M - $6.63M	139K $13.2M
VCIT	68.8K + 57.67%	$79.29 - $84.02 $5.46M - $5.78M	188K $15.8M
VEA	47.2K + 4.94%	$47.6 - $53.31 $2.25M - $2.51M	1M $52.9M
BND	38.3K + 5.6%	$71.45 - $75.64 $2.73M - $2.89M	721K $54.1M
IJH	39.8K + 11.3%	$57.32 - $62.65 $2.28M - $2.49M	392K $24.4M
DFAS	39.6K + 21.62%	$59.25 - $65.33 $2.34M - $2.59M	223K $14.4M

New Holdings

35 operations

Stock	Shares change	Price Range	Shares Held	Trade History
XLU	33.2K New	$67.67 - $80.78 $2.24M - $2.68M	33.2K $2.68M
XLRE	58.1K New	$38.04 - $45.36 $2.21M - $2.64M	58.1K $2.6M
ITOT	1.18K New	$113.41 - $125.62 $133K - $148K	1.18K $147K
IEMG	2.41K New	$53.64 - $53.64 $129K - $129K	2.41K $129K
EEM	1.42K New	$40.42 - $46.7 $57.3K - $66.2K	1.42K $65K
AVGO	345 New	$136.27 - $1745.86 $47K - $602K	345 $59K

Top Sells

Reduced Positions

18 operations

Stock	Shares change	Price Range	Shares Held	Trade History
TIP	-87.5K - 99.49%	$105.92 - $110.83 $9.27M - $9.7M	453 $50K
VXUS	-11.2K - 28.59%	$58.03 - $65.37 $653K - $735K	28.1K $1.82M
PRF	-4.96K - 11.83%	$37.33 - $40.63 $185K - $202K	37K $1.5M
VIG	-267 - 0.54%	$182.15 - $182.15 $48.6K - $48.6K	49.6K $9.04M
WFC	-350 - 10.8%	$51.58 - $60.97 $18.1K - $21.3K	2.89K $163K
KR	-456 - 41.01%	$50.43 - $57.3 $23K - $26.1K	656 $37K

Activity Summary All Purchases 76 New Holdings 35 Increased Positions 41 All Sells 18 Reductions 18 Sold out 0 Calls 0 Puts 0

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