White Wing Wealth Management Purchases and Sells in Q1 2024

White Wing Wealth Management

$121 Million
Q1 2024

Top Buys

Incresed Positions

8 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VTI	30.7K + 31.34%	$232.77 - $260.14 $7.14M - $7.98M	129K $33.4M
QQQ	1.92K + 9.92%	$396.28 - $446.38 $760K - $856K	21.3K $9.44M
DFSD	10K + 9.07%	$46.78 - $47.19 $468K - $472K	120K $5.66M
DFNM	5.73K + 33.07%	$48.08 - $48.49 $275K - $278K	23.1K $1.11M
AMZN	16 + 0.85%	$144.57 - $180.38 $2.31K - $2.89K	1.89K $340K
MSFT	20 + 3.73%	$367.75 - $429.37 $7.36K - $8.59K	556 $233K

New Holdings

7 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SCHJ	85.1K New	$48.03 - $48.53 $4.08M - $4.13M	85.1K $4.11M
VIG	17K New	$168.47 - $182.98 $2.87M - $3.11M	17K $3.11M
DFAT	47.9K New	$49.45 - $54.43 $2.37M - $2.6M	47.9K $2.6M
ISCF	46.9K New	$30.62 - $33.0 $1.43M - $1.55M	46.9K $1.55M
DFEV	58.2K New	$23.76 - $25.97 $1.38M - $1.51M	58.2K $1.51M
FTSM	4.7K New	$59.62 - $59.91 $280K - $281K	4.7K $279K

Top Sells

Reduced Positions

13 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VTV	-32.9K - 58.79%	$147.46 - $162.86 $4.86M - $5.36M	23.1K $3.76M
SCHE	-83.2K - 58.32%	$23.47 - $25.45 $1.95M - $2.12M	59.5K $1.5M
VBR	-11.7K - 57.96%	$172.45 - $191.88 $2.01M - $2.24M	8.47K $1.62M
SCZ	-32.1K - 56.18%	$59.15 - $63.58 $1.9M - $2.04M	25.1K $1.59M
VCSH	-23.4K - 60.56%	$76.87 - $77.64 $1.8M - $1.82M	15.3K $1.18M
VEA	-33K - 12.14%	$46.21 - $50.27 $1.52M - $1.66M	239K $12M

Activity Summary All Purchases 15 New Holdings 7 Increased Positions 8 All Sells 13 Reductions 13 Sold out 0 Calls 0 Puts 0

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