Wrenne Financial Planning LLC Purchases in Q3 2024

Wrenne Financial Planning LLC

  • $168 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
11.9K
+ 9.7%
$255.18 - $283.2 $3.04M - $3.37M
135K $38.1B
VEU
Vanguard Ftse All World Ex Us

ETFs
36.3K
+ 10.44%
$56.47 - $63.69 $2.05M - $2.31M
384K $24.2B
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
14.3K
+ 9.47%
$77.23 - $87.97 $1.1M - $1.25M
165K $14.3B
VNQ
Vanguard Specialized Funds Van

ETFs
7K
+ 6.1%
$82.97 - $98.97 $581K - $693K
122K $11.9B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
22.4K
+ 15.64%
$41.9 - $48.26 $940K - $1.08M
166K $7.94B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
8.94K
+ 8.36%
$58.03 - $65.37 $519K - $584K
116K $7.5B
BND
Vanguard Bd Index Fd Inc Total

ETFs
7.41K
+ 5.26%
$71.45 - $75.64 $529K - $560K
148K $11.1B
VBR
Vanguard Small Cap Value ETF

ETFs
382
+ 1.48%
$179.99 - $201.6 $68.8K - $77K
26.2K $5.25B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
3.31K
+ 2.09%
$33.74 - $37.96 $112K - $125K
161K $6.06B
MUB
Ishares National Muni Bond ETF

ETFs
3.6K
+ 7.15%
$106.13 - $108.7 $382K - $391K
54K $5.86B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
30
+ 0.03%
$36.02 - $41.68 $1.08K - $1.25K
100K $4.14B
AAPL
Apple Inc.

Technology
112
+ 0.88%
$207.23 - $234.82 $23.2K - $26.3K
12.9K $3.01B
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
5.38K
+ 48.15%
$48.06 - $49.39 $259K - $266K
16.6K $817M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
3.69K
+ 9.35%
$36.98 - $41.55 $136K - $153K
43.1K $1.77B
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
5.2K
+ 14.29%
$19.78 - $23.53 $103K - $122K
41.6K $964M
ARES
Ares Management Corp

Financial Services
1.45K
New
$133.73 - $158.05 $194K - $229K
1.45K $226M
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.71K
New
$113.41 - $125.62 $194K - $215K
1.71K $215M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
1.48K
New
$125.95 - $142.04 $186K - $210K
1.48K $210M
DGRO
Ishares Core Dividend Growth E

ETFs
3.34K
New
$57.47 - $62.76 $192K - $210K
3.34K $209M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
1.92K
New
$95.1 - $106.76 $183K - $205K
1.92K $205M
VBK
Vanguard Small Cap Growth ETF

ETFs
97
+ 1.21%
$240.48 - $267.94 $23.3K - $26K
8.1K $2.16B
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
740
+ 2.96%
$63.28 - $70.06 $46.8K - $51.8K
25.8K $1.8B
SCHA
Schwab Strategic Tr Us Small C

ETFs
1.46K
+ 33.8%
$46.9 - $51.96 $68.7K - $76.1K
5.8K $298M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
83
+ 11.89%
$475.2 - $527.7 $39.4K - $43.8K
781 $412M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
1.22K
+ 6.51%
$24.86 - $26.33 $30.4K - $32.2K
20K $523M
JPM
Jpmorgan Chase & CO

Financial Services
165
+ 15.43%
$194.9 - $224.8 $32.2K - $37.1K
1.23K $260M
VTV
Vanguard Value ETF

ETFs
95
+ 6.84%
$159.75 - $174.57 $15.2K - $16.6K
1.48K $259M
AVGO
Broadcom Inc.

Technology
1.62K
+ 900.0%
$136.27 - $1745.86 $221K - $2.83M
1.8K $311M
XOM
Exxon Mobil Corp

Energy
80
+ 4.6%
$109.72 - $119.0 $8.78K - $9.52K
1.82K $213M
Activity Summary
Buys All Purchases 30 New Holdings 5 Increased Positions 25 Sells All Sells 7 Reductions 7 Sold out 0 Options Calls 0 Puts 0
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