Wrenne Financial Planning LLC Purchases in Q2 2024

Wrenne Financial Planning LLC

  • $145 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
6.44K
+ 5.54%
$245.23 - $269.4 $1.58M - $1.73M
123K $32.8B
VEU
Vanguard Ftse All World Ex Us

ETFs
24.3K
+ 7.51%
$56.22 - $60.47 $1.37M - $1.47M
348K $20.4B
BND
Vanguard Bd Index Fd Inc Total

ETFs
16K
+ 12.82%
$70.55 - $72.66 $1.13M - $1.16M
141K $10.2B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
8.75K
+ 6.49%
$40.83 - $44.89 $357K - $393K
143K $6.28B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
16.8K
+ 74.54%
$37.19 - $39.82 $626K - $670K
39.4K $1.51B
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
11.2K
New
$47.74 - $48.54 $534K - $543K
11.2K $543M
AAPL
Apple Inc.

Technology
2
+ 0.02%
$165.0 - $216.67 $330 - $433
12.8K $2.69B
QQQ
Invesco Qqq Trust, Series 1

ETFs
892
New
$414.65 - $485.21 $370K - $433K
892 $427M
MUB
Ishares National Muni Bond ETF

ETFs
4K
+ 8.62%
$105.37 - $107.16 $421K - $428K
50.4K $5.37B
AVGO
Broadcom Inc.

Technology
180
New
$1204.71 - $1828.87 $217K - $329K
180 $289M
VIG
Vanguard Dividend Appreciation

ETFs
1.41K
New
$173.33 - $185.29 $244K - $260K
1.41K $256M
VTV
Vanguard Value ETF

ETFs
1.39K
New
$154.57 - $163.65 $215K - $227K
1.39K $223M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
2.03K
+ 2.06%
$35.3 - $38.79 $71.6K - $78.6K
100K $3.78B
VNQ
Vanguard Specialized Funds Van

ETFs
6.13K
+ 5.64%
$78.61 - $85.97 $482K - $527K
115K $9.61B
JPM
Jpmorgan Chase & CO

Financial Services
1.07K
New
$180.08 - $204.79 $193K - $219K
1.07K $216M
ABBV
Abb Vie Inc.

Healthcare
1.23K
New
$154.79 - $180.76 $190K - $222K
1.23K $210M
SCHX
Schwab Strategic Tr Us Large C

ETFs
3.25K
New
$58.7 - $64.78 $191K - $210K
3.25K $209M
SCHA
Schwab Strategic Tr Us Small C

ETFs
4.33K
New
$45.24 - $49.04 $196K - $212K
4.33K $206M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
6.51K
New
$30.34 - $32.53 $197K - $212K
6.51K $203M
HD
Home Depot, Inc.

Consumer Cyclical
586
New
$325.1 - $368.03 $191K - $216K
586 $202M
XOM
Exxon Mobil Corp

Energy
1.74K
New
$108.36 - $122.2 $189K - $213K
1.74K $200M
GOOG
Alphabet Inc.

Communication Services
427
+ 28.58%
$151.94 - $186.86 $64.9K - $79.8K
1.92K $352M
VEA
Vanguard Ftse Developed Market

ETFs
2.56K
+ 16.01%
$47.83 - $51.21 $123K - $131K
18.6K $918M
AMZN
Amazon Com Inc

Consumer Cyclical
470
+ 33.1%
$173.67 - $197.85 $81.6K - $93K
1.89K $365M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
4.81K
+ 15.23%
$18.53 - $20.2 $89.1K - $97.1K
36.4K $727M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
964
+ 23.04%
$81.25 - $88.21 $78.3K - $85K
5.15K $442M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
89
+ 14.61%
$455.1 - $504.28 $40.5K - $44.9K
698 $349M
USRT
Ishares Core U.S. Reit ETF

ETFs
65
+ 1.22%
$49.35 - $53.7 $3.21K - $3.49K
5.4K $289M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
8.07K
+ 5.66%
$76.01 - $82.53 $613K - $666K
151K $11.8B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
606
+ 1.23%
$47.37 - $50.09 $28.7K - $30.4K
50K $2.43B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
146
+ 0.09%
$34.2 - $36.64 $4.99K - $5.35K
158K $5.54B
VBR
Vanguard Small Cap Value ETF

ETFs
375
+ 1.48%
$177.65 - $191.11 $66.6K - $71.7K
25.8K $4.71B
Activity Summary
Buys All Purchases 33 New Holdings 12 Increased Positions 21 Sells All Sells 7 Reductions 7 Sold out 0 Options Calls 0 Puts 0
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