Zhang Financial LLC Purchases and Sells in Q4 2024

Zhang Financial LLC

$1.73 Billion
Q4 2024

Top Buys

Incresed Positions

171 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFUS	275K + 13.15%	$61.52 - $66.5 $16.9M - $18.3M	2.37M $151M
SYK	40.8K + 55.04%	$345.14 - $392.15 $14.1M - $16M	115K $41.4M
VOO	20.5K + 8.11%	$521.84 - $558.82 $10.7M - $11.4M	273K $147M
DFAC	350K + 14.07%	$33.92 - $36.6 $11.9M - $12.8M	2.83M $98.1M
BIV	171K + 1623.34%	$74.5 - $78.37 $12.7M - $13.4M	182K $13.6M
VCSH	143K + 354.1%	$77.86 - $79.27 $11.1M - $11.3M	183K $14.3M

New Holdings

29 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SDY	16.8K New	$131.66 - $144.0 $2.21M - $2.41M	16.8K $2.21M
SCHD	74.7K New	$26.93 - $84.95 $2.01M - $6.35M	74.7K $2.04M
VGSH	29.8K New	$58.02 - $58.88 $1.73M - $1.75M	29.8K $1.73M
LMT	2.06K New	$479.66 - $614.62 $988K - $1.27M	2.06K $1M
CL	10K New	$90.22 - $102.31 $905K - $1.03M	10K $912K
ARES	2.96K New	$153.38 - $183.7 $454K - $544K	2.96K $524K

Top Sells

Reduced Positions

51 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ZTS	-2.14K - 11.03%	$162.24 - $194.42 $347K - $415K	17.2K $2.81M
VEA	-381 - 0.25%	$47.57 - $52.44 $18.1K - $20K	151K $7.24M
DOW	-11.2K - 58.21%	$39.1 - $55.34 $436K - $617K	8.01K $321K
VBR	-316 - 0.13%	$197.36 - $217.3 $62.4K - $68.7K	243K $48.1M
MU	-2.29K - 10.16%	$84.16 - $113.41 $193K - $260K	20.3K $1.7M
IWN	-1.82K - 1.74%	$162.69 - $181.35 $297K - $331K	103K $16.9M

Activity Summary All Purchases 200 New Holdings 29 Increased Positions 171 All Sells 51 Reductions 51 Sold out 0 Calls 0 Puts 0

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