Wheelhouse Advisory Group LLC Purchases in Q3 2024

Wheelhouse Advisory Group LLC

  • $155 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DFSD
Dimensional ETF Tr Short Durat

ETFs
47.1K
New
$47.0 - $47.84 $2.21M - $2.25M
47.1K $2.25B
VHT
Vanguard Health Care ETF

ETFs
1.67K
+ 3.08%
$261.88 - $288.1 $438K - $482K
56.1K $15.8B
VIG
Vanguard Dividend Appreciation

ETFs
2.42K
+ 3.61%
$182.15 - $182.15 $441K - $441K
69.5K $13.8B
AVSC
American Centy ETF Tr Avantis
6.66K
+ 6.27%
$49.07 - $56.13 $327K - $374K
113K $10.8B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
977
+ 2.95%
$475.2 - $527.7 $464K - $516K
34.1K $18B
VO
Vanguard Mid Cap ETF

ETFs
1.62K
+ 5.08%
$237.84 - $263.83 $385K - $427K
33.5K $8.84B
VV
Vanguard Large Cap ETF

ETFs
1.45K
+ 2.8%
$236.92 - $263.4 $343K - $381K
53.1K $14B
VFH
Vanguard Financial ETF

ETFs
1.61K
+ 2.53%
$99.27 - $111.21 $160K - $179K
65.3K $7.18B
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
14.6K
New
$47.7 - $48.54 $698K - $710K
14.6K $710M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
1.07K
+ 2.48%
$305.34 - $350.41 $328K - $376K
44.3K $15.3B
NEE
Nextera Energy Inc

Utilities
2.76K
New
$69.9 - $84.97 $193K - $235K
2.76K $234M
META
Meta Platforms, Inc.

Communication Services
362
New
$453.41 - $572.44 $164K - $207K
362 $208M
V
Visa Inc.

Financial Services
730
New
$253.74 - $291.56 $185K - $213K
730 $201M
VGT
Vanguard Information Technolog

ETFs
327
+ 1.64%
$514.43 - $606.85 $168K - $198K
20.3K $11.9B
BND
Vanguard Bd Index Fd Inc Total

ETFs
2.37K
+ 58.72%
$71.45 - $75.64 $170K - $179K
6.41K $482M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
608
+ 1.12%
$91.42 - $91.82 $55.6K - $55.8K
54.9K $5.04B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
644
+ 1.64%
$49.93 - $51.15 $32.2K - $32.9K
39.9K $2.04B
PG
Procter & Gamble CO

Consumer Defensive
14
+ 0.28%
$160.76 - $177.82 $2.25K - $2.49K
5.03K $872M
MO
Altria Group, Inc.

Consumer Defensive
40
+ 0.83%
$45.95 - $54.71 $1.84K - $2.19K
4.88K $249M
XOM
Exxon Mobil Corp

Energy
20
+ 0.55%
$109.72 - $119.0 $2.19K - $2.38K
3.63K $426M
MUB
Ishares National Muni Bond ETF

ETFs
5
+ 0.13%
$106.13 - $108.7 $531 - $544
3.78K $410M
NVDA
Nvidia Corp

Technology
56
+ 0.88%
$98.91 - $134.91 $5.54K - $7.55K
6.39K $776M
Activity Summary
Buys All Purchases 23 New Holdings 5 Increased Positions 18 Sells All Sells 19 Reductions 19 Sold out 0 Options Calls 0 Puts 0
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