Wheelhouse Advisory Group LLC Incresed Positions in Q3 2024

Wheelhouse Advisory Group LLC

$155 Billion
Q3 2024

Stock	Shares change	Price Range	Shares Held	Trade History
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
VOOG Vanguard S&P 500 Growth ETF ETFs	1.07K + 2.48%	$305.34 - $350.41 $328K - $376K	44.3K $15.3B
MGK Vanguard Mega Cap Growth ETF ETFs	1.17K + 2.93%	$285.48 - $330.24 $333K - $385K	40.9K $13.2B
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 All Purchases 23 New Holdings 5 Increased Positions 18 All Sells 19 Reductions 19 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wheelhouse Advisory Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wheelhouse Advisory Group LLC with notifications on news.