Wheelhouse Advisory Group LLC Incresed Positions in Q1 2024

Wheelhouse Advisory Group LLC

  • $130 Billion
  • Q1 2024
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.68K
+ 5.56%
$429.43 - $481.35 $723K - $811K
31.9K $15.4B
VOOG
Vanguard S&P 500 Growth ETF

ETFs
1.73K
+ 4.18%
$262.92 - $306.83 $454K - $530K
43.1K $13.1B
VHT
Vanguard Health Care ETF

ETFs
2.83K
+ 5.8%
$253.63 - $270.54 $719K - $767K
51.7K $14B
VV
Vanguard Large Cap ETF

ETFs
2.05K
+ 4.26%
$214.62 - $240.49 $441K - $494K
50.2K $12B
VIG
Vanguard Dividend Appreciation

ETFs
3.98K
+ 6.66%
$168.47 - $182.98 $670K - $728K
63.7K $11.6B
VGT
Vanguard Information Technolog

ETFs
1.37K
+ 7.75%
$462.18 - $530.16 $635K - $728K
19.1K $10B
MGK
Vanguard Mega Cap Growth ETF

ETFs
1.4K
+ 3.73%
$251.48 - $289.44 $351K - $404K
38.8K $11.1B
VO
Vanguard Mid Cap ETF

ETFs
3.1K
+ 11.5%
$225.86 - $249.86 $699K - $774K
30K $7.5B
AVSC
American Centy ETF Tr Avantis
8.5K
+ 9.58%
$47.8 - $52.36 $406K - $445K
97.2K $9.11B
VFH
Vanguard Financial ETF

ETFs
2.75K
+ 4.63%
$90.62 - $102.39 $249K - $282K
62.2K $6.37B
MSFT
Microsoft Corp

Technology
522
+ 34.89%
$367.75 - $429.37 $192K - $224K
2.02K $849M
AMZN
Amazon Com Inc

Consumer Cyclical
1.04K
+ 33.17%
$144.57 - $180.38 $151K - $188K
4.19K $756M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
1.44K
+ 7.41%
$74.51 - $76.61 $107K - $110K
20.8K $1.57B
WMT
Walmart Inc.

Consumer Defensive
3.63K
+ 206.55%
$58.61 - $175.86 $213K - $638K
5.38K $324M
T
At&T Inc.

Communication Services
537
+ 2.08%
$16.23 - $18.04 $8.72K - $9.69K
26.3K $463M
GOOG
Alphabet Inc.

Communication Services
18
+ 1.03%
$132.56 - $154.84 $2.39K - $2.79K
1.77K $269M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
227
+ 1.85%
$44.85 - $46.02 $10.2K - $10.4K
12.5K $567M
TSLA
Tesla, Inc.

Consumer Cyclical
44
+ 1.06%
$162.5 - $248.42 $7.15K - $10.9K
4.2K $739M
Activity Summary
Buys All Purchases 22 New Holdings 3 Increased Positions 19 Sells All Sells 15 Reductions 15 Sold out 0 Options Calls 0 Puts 0
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