Wooster Corthell Wealth Management, Inc. Reduced Holdings in Q4 2024

Wooster Corthell Wealth Management, Inc.

  • $459 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VEA
Vanguard Ftse Developed Market

ETFs
-156
- 0.06%
$47.57 - $52.44 $7.42K - $8.18K
259K $12.4M
VGLT
Vanguard Long Term Treasury Et

ETFs
-15.5K
- 45.57%
$55.1 - $61.74 $854K - $957K
18.5K $1.02M
VTI
Vanguard Total Stock Market Et

ETFs
-7.57K
- 4.37%
$280.04 - $302.45 $2.12M - $2.29M
165K $48M
B
Barnes Group Inc

Industrials
-31.6K
- 42.73%
$38.58 - $47.26 $1.22M - $1.49M
42.3K $2M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-2.47K
- 2.58%
$75.1 - $82.99 $185K - $205K
92.9K $7.03M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-458
- 0.5%
$115.08 - $119.55 $52.7K - $54.8K
91.3K $10.5M
GNMA
Ishares Gnma Bond ETF

ETFs
-7.09K
- 11.62%
$42.8 - $44.74 $303K - $317K
53.9K $2.31M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-1.35K
- 1.71%
$44.04 - $49.49 $59.4K - $66.8K
77.4K $3.41M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-1.04K
- 3.61%
$106.56 - $113.11 $111K - $118K
27.9K $2.98M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-9.91K
- 3.0%
$124.26 - $134.12 $1.23M - $1.33M
320K $41.2M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-627
- 4.45%
$114.08 - $125.68 $71.5K - $78.8K
13.5K $1.54M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.7K
- 17.67%
$113.92 - $127.38 $194K - $216K
7.91K $911K
VO
Vanguard Mid Cap ETF

ETFs
-835
- 1.0%
$261.5 - $284.63 $218K - $238K
82.5K $21.8M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-923
- 7.6%
$60.13 - $67.31 $55.5K - $62.1K
11.2K $682K
IEMG
Ishares Inc

ETFs
-2.06K
- 8.53%
N/A
22K $1.18M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-1.73K
- 8.61%
$61.68 - $67.87 $106K - $117K
18.3K $1.14M
GBF
Ishares Tr

ETFs
-195
- 2.74%
$101.93 - $106.84 $19.9K - $20.8K
6.92K $707K
VXF
Vanguard Extended Market ETF

ETFs
-560
- 8.42%
$179.17 - $207.15 $100K - $116K
6.09K $1.16M
IWR
Ishares Russell Mid Cap ETF

ETFs
-404
- 2.76%
$87.25 - $95.52 $35.2K - $38.6K
14.2K $1.26M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-237
- 4.15%
$91.29 - $91.8 $21.6K - $21.8K
5.48K $500K
IWL
Ishares Tr Russell 200 ETF

ETFs
-324
- 5.19%
$138.92 - $149.97 $45K - $48.6K
5.92K $856K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-174
- 2.66%
$100.16 - $100.7 $17.4K - $17.5K
6.36K $638K
IVV
Ishares Core S&P 500 ETF

ETFs
-118
- 1.27%
$570.51 - $610.59 $67.3K - $72K
9.14K $5.38M
VB
Vanguard Small Cap ETF

ETFs
-139
- 0.19%
$233.76 - $261.58 $32.5K - $36.4K
73.6K $17.7M
AMZN
Amazon Com Inc

Consumer Cyclical
-57
- 0.51%
$180.88 - $232.93 $10.3K - $13.3K
11.1K $2.43M
TSLA
Tesla, Inc.

Consumer Cyclical
-45
- 1.16%
$213.65 - $479.86 $9.61K - $21.6K
3.82K $1.54M
Activity Summary
Buys All Purchases 21 New Holdings 2 Increased Positions 19 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 0
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