Wheelhouse Advisory Group LLC Purchases and Sells in Q3 2024

Wheelhouse Advisory Group LLC

$155 Billion
Q3 2024

Top Buys

Incresed Positions

18 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VHT	1.67K + 3.08%	$261.88 - $288.1 $438K - $482K	56.1K $15.8B
VIG	2.42K + 3.61%	$182.15 - $182.15 $441K - $441K	69.5K $13.8B
AVSC	6.66K + 6.27%	$49.07 - $56.13 $327K - $374K	113K $10.8B
VOO	977 + 2.95%	$475.2 - $527.7 $464K - $516K	34.1K $18B
VO	1.62K + 5.08%	$237.84 - $263.83 $385K - $427K	33.5K $8.84B
VV	1.45K + 2.8%	$236.92 - $263.4 $343K - $381K	53.1K $14B

New Holdings

5 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFSD	47.1K New	$47.0 - $47.84 $2.21M - $2.25M	47.1K $2.25B
DFNM	14.6K New	$47.7 - $48.54 $698K - $710K	14.6K $710M
NEE	2.76K New	$69.9 - $84.97 $193K - $235K	2.76K $234M
META	362 New	$453.41 - $572.44 $164K - $207K	362 $208M
V	730 New	$253.74 - $291.56 $185K - $213K	730 $201M

Top Sells

Reduced Positions

19 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VBK	-884 - 27.6%	$240.48 - $267.94 $213K - $237K	2.32K $620M
MSFT	-69 - 2.9%	$395.15 - $467.56 $27.3K - $32.3K	2.31K $995M
GOOG	-194 - 10.73%	$149.54 - $192.66 $29K - $37.4K	1.61K $270M
VTI	-298 - 14.97%	$255.18 - $283.2 $76K - $84.4K	1.69K $479M
FBND	-1.65K - 13.45%	$44.65 - $47.21 $73.7K - $77.9K	10.6K $496M
BIV	-1.75K - 8.01%	$74.26 - $78.84 $130K - $138K	20K $1.57B

Activity Summary All Purchases 23 New Holdings 5 Increased Positions 18 All Sells 19 Reductions 19 Sold out 0 Calls 0 Puts 0

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