Wooster Corthell Wealth Management, Inc. Purchases in Q3 2024

Wooster Corthell Wealth Management, Inc.

$469 Million
Q3 2024

Stock	Shares change	Price Range	Shares Held	Trade History
SCHF Schwab Strategic Tr Intl Eqty ETFs	19.3K + 1.92%	$36.98 - $41.55 $712K - $800K	1.02M $42M
VO Vanguard Mid Cap ETF ETFs	634 + 0.77%	$237.84 - $263.83 $151K - $167K	83.3K $22M
LQD Ishares Iboxx $ Investment Gra ETFs	15.2K + 110.53%	$106.11 - $113.72 $1.61M - $1.73M	28.9K $3.27M
GNMA Ishares Gnma Bond ETF ETFs	37.9K + 164.21%	$42.68 - $45.25 $1.62M - $1.71M	61K $2.73M
VB Vanguard Small Cap ETF ETFs	292 + 0.4%	$214.77 - $237.72 $62.7K - $69.4K	73.8K $17.5M
VGIT Vanguard Intermediate Term Tre ETFs	7.75K + 1.77%	$57.8 - $60.8 $448K - $471K	445K $26.9M
SCHE Schwab Strategic Tr Us Emergin ETFs	2.6K + 0.58%	$25.45 - $29.53 $66.2K - $76.8K	455K $13.3M
VGLT Vanguard Long Term Treasury Et ETFs	15.3K + 81.85%	$56.52 - $63.23 $865K - $968K	34K $2.09M
VCIT Vanguard Intermediate Term Cor ETFs	1.06K + 0.68%	$79.29 - $84.02 $84K - $89.1K	157K $13.2M
SCHC Schwab Strategic Tr Intl Small ETFs	1.98K + 1.19%	$34.48 - $38.87 $68.3K - $77K	168K $6.49M
BILS Spdr Bloomberg 3 12 Month T Bi ETFs	4.93K + 32.26%	$98.97 - $99.59 $488K - $491K	20.2K $2.01M
SPIP Spdr Ser Tr Spdr Portfolio Tip ETFs	8.04K + 2.74%	$25.19 - $26.39 $203K - $212K	302K $7.93M
IEI Ishares Barclays 3 7 Yr Treas ETFs	221 + 0.24%	$114.73 - $120.23 $25.4K - $26.6K	91.8K $11M
SHV Ishares Tr ETFs	2.77K + 21.94%	$110.05 - $110.63 $304K - $306K	15.4K $1.7M
UNH Unitedhealth Group Inc Healthcare	350 New	$488.01 - $604.18 $171K - $211K	350 $204K
IGIB Ishares Trust Ishares 5 10 Yea ETFs	368 + 0.5%	$50.85 - $53.88 $18.7K - $19.8K	73.9K $3.97M
BIL Spdr Bloomberg 1 3 Month T Bil ETFs	680 + 13.51%	$91.42 - $91.82 $62.2K - $62.4K	5.71K $524K
SGOV Ishares Trishares 0 3 Mnth Tre ETFs	499 + 8.26%	$100.3 - $100.74 $50K - $50.3K	6.54K $658K

Activity Summary All Purchases 18 New Holdings 1 Increased Positions 17 All Sells 26 Reductions 26 Sold out 0 Calls 0 Puts 0

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