Zhang Financial LLC Sells in Q3 2024

Zhang Financial LLC

  • $1.57 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VGT
Vanguard Information Technolog

ETFs
-16
- 0.32%
$514.43 - $606.85 $8.23K - $9.71K
4.92K $2.88M
SUB
Ishares Short Term National Mu

ETFs
-432
- 0.77%
$104.3 - $106.3 $45.1K - $45.9K
55.5K $5.89M
DFAT
Dimensional ETF Tr U S Target

ETFs
-741
- 3.01%
$51.0 - $57.07 $37.8K - $42.3K
23.8K $1.33M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-453
- 3.55%
$112.99 - $126.45 $51.2K - $57.3K
12.3K $1.55M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-737
- 5.71%
$95.81 - $109.03 $70.6K - $80.4K
12.2K $1.31M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-189
- 1.3%
$75.32 - $84.37 $14.2K - $15.9K
14.4K $1.2M
VB
Vanguard Small Cap ETF

ETFs
-174
- 2.55%
$214.77 - $237.72 $37.4K - $41.4K
6.64K $1.58M
EFV
Msci Eafe Value ETF

ETFs
-4.68K
- 5.86%
$51.72 - $57.96 $242K - $271K
75.2K $4.32M
APO
Apollo Global Management, Inc.

Financial Services
-254
- 1.39%
$99.16 - $125.81 $25.2K - $32K
18K $2.25M
PEP
Pepsico Inc

Consumer Defensive
-12
- 0.06%
$161.9 - $179.3 $1.94K - $2.15K
18.9K $3.21M
VONE
Vanguard Russell 1000 ETF

ETFs
-430
- 2.78%
$234.0 - $260.07 $101K - $112K
15K $3.91M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-178
- 1.09%
$64.35 - $75.71 $11.5K - $13.5K
16.1K $1.19M
WMT
Walmart Inc.

Consumer Defensive
-115
- 1.14%
$66.91 - $81.4 $7.69K - $9.36K
9.96K $803K
PG
Procter & Gamble CO

Consumer Defensive
-450
- 1.83%
$160.76 - $177.82 $72.3K - $80K
24.1K $4.17M
MCD
Mcdonalds Corp

Consumer Cyclical
-23
- 0.78%
$245.82 - $304.51 $5.65K - $7K
2.91K $887K
KAI
Kadant Inc

Industrials
-300
- 5.44%
$290.3 - $356.64 $87.1K - $107K
5.22K $1.76M
BLK
Black Rock Inc.

Financial Services
-2
- 0.22%
$782.27 - $949.51 $1.56K - $1.9K
893 $847K
BX
Blackstone Inc.

Financial Services
-905
- 8.79%
$120.77 - $159.66 $109K - $144K
9.4K $1.44M
ORCL
Oracle Corp

Technology
-71
- 1.11%
$125.9 - $170.35 $8.94K - $12.1K
6.31K $1.07M
PM
Philip Morris International Inc.

Consumer Defensive
-230
- 1.97%
$101.25 - $127.45 $23.3K - $29.3K
11.5K $1.39M
MGC
Vanguard Mega Cap ETF

ETFs
-99
- 0.4%
$185.93 - $206.64 $18.4K - $20.5K
24.6K $5.09M
MELI
Mercadolibre Inc

Consumer Cyclical
-20
- 2.83%
$1591.44 - $2140.1 $31.8K - $42.8K
686 $1.41M
DFAS
Dimensional ETF Tr U S Small C

ETFs
-3.16K
- 3.19%
$59.25 - $65.33 $187K - $207K
96.2K $6.24M
AVUS
American Centy ETF Tr Avantis

ETFs
-4.85K
- 3.26%
$86.27 - $95.15 $418K - $461K
144K $13.7M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-3.53K
- 2.31%
$59.93 - $66.52 $211K - $235K
149K $9.94M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-11K
- 5.22%
$41.9 - $48.26 $459K - $529K
199K $9.52M
K
Kellogg CO

Consumer Defensive
-1.28K
- 6.35%
$56.19 - $80.81 $72.1K - $104K
18.9K $1.53M
ZTS
Zoetis Inc.

Healthcare
-295
- 1.5%
$172.58 - $196.48 $50.9K - $58K
19.4K $3.79M
GLDM
World Gold Trust

ETFs
-4.04K
- 3.77%
$46.2 - $53.01 $186K - $214K
103K $5.37M
VNQ
Vanguard Specialized Funds Van

ETFs
-3.41K
- 5.77%
$82.97 - $98.97 $283K - $338K
55.7K $5.43M
BKLC
Bny Mellon ETF Tr Us Large Cap

ETFs
-1.41K
- 0.71%
$98.24 - $109.56 $139K - $155K
197K $21.6M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-601
- 2.47%
$405.19 - $478.57 $244K - $288K
23.7K $10.9M
IWN
Ishares Russell2000 Val ETF

ETFs
-1.8K
- 1.69%
$150.05 - $171.34 $271K - $309K
105K $17.5M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-19.8K
- 2.88%
$113.41 - $125.62 $2.25M - $2.49M
668K $83.9M
IAU
Ishares Gold Trust

ETFs
-12.1K
- 2.47%
$44.06 - $50.5 $535K - $614K
481K $23.9M
VBR
Vanguard Small Cap Value ETF

ETFs
-40
- 0.02%
$179.99 - $201.6 $7.2K - $8.06K
243K $48.8M
VTI
Vanguard Total Stock Market Et

ETFs
-6.51K
- 1.35%
$255.18 - $283.2 $1.66M - $1.84M
474K $134M
Activity Summary
Buys All Purchases 136 New Holdings 14 Increased Positions 122 Sells All Sells 88 Reductions 88 Sold out 0 Options Calls 0 Puts 0
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