Wrenne Financial Planning LLC Purchases and Sells in Q2 2024

Wrenne Financial Planning LLC

$145 Billion
Q2 2024

Top Buys

Incresed Positions

21 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VTI	6.44K + 5.54%	$245.23 - $269.4 $1.58M - $1.73M	123K $32.8B
VEU	24.3K + 7.51%	$56.22 - $60.47 $1.37M - $1.47M	348K $20.4B
BND	16K + 12.82%	$70.55 - $72.66 $1.13M - $1.16M	141K $10.2B
VWO	8.75K + 6.49%	$40.83 - $44.89 $357K - $393K	143K $6.28B
SCHF	16.8K + 74.54%	$37.19 - $39.82 $626K - $670K	39.4K $1.51B
AAPL	2 + 0.02%	$165.0 - $216.67 $330 - $433	12.8K $2.69B

New Holdings

12 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VTIP	11.2K New	$47.74 - $48.54 $534K - $543K	11.2K $543M
QQQ	892 New	$414.65 - $485.21 $370K - $433K	892 $427M
AVGO	180 New	$1204.71 - $1828.87 $217K - $329K	180 $289M
VIG	1.41K New	$173.33 - $185.29 $244K - $260K	1.41K $256M
VTV	1.39K New	$154.57 - $163.65 $215K - $227K	1.39K $223M
JPM	1.07K New	$180.08 - $204.79 $193K - $219K	1.07K $216M

Top Sells

Reduced Positions

7 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VXUS	-11.9K - 10.04%	$57.86 - $62.21 $691K - $742K	107K $6.45B
SCHB	-10.3K - 12.32%	$57.57 - $63.3 $593K - $652K	73.3K $4.61B
VBK	-422 - 5.01%	$237.63 - $258.31 $100K - $109K	8K $2B
VTEB	-2.16K - 4.52%	$49.55 - $50.44 $107K - $109K	45.7K $2.29B
MSFT	-315 - 12.28%	$389.33 - $452.85 $123K - $143K	2.25K $1.01B
SPAB	-862 - 4.38%	$24.54 - $25.28 $21.2K - $21.8K	18.8K $472M

Activity Summary All Purchases 33 New Holdings 12 Increased Positions 21 All Sells 7 Reductions 7 Sold out 0 Calls 0 Puts 0

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