Vermillion & White Wealth Management Group, LLC Sells in Q4 2024

Vermillion & White Wealth Management Group, LLC

  • $136 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-34.4K
- 67.34%
$88.59 - $94.57 $3.05M - $3.25M
16.7K $1.48B
QUAL
Ishares Msci Usa Quality Facto

ETFs
-17K
- 53.14%
$176.42 - $186.91 $3M - $3.17M
15K $2.67B
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-33.2K
- 39.99%
$80.93 - $85.66 $2.68M - $2.84M
49.8K $4.03B
DGRE
Wisdomtree Tr Emerging Mkts Qu

ETFs
-101K
- 98.03%
$25.02 - $27.43 $2.53M - $2.77M
2.03K $50.7M
Astoria Us Equal Wt Qlt Kings ETF
-76.4K
- 14.89%
N/A
437K $13.3B
PPI
Investment Mngers Ser Tr Ii Ax

ETFs
-56.6K
- 21.64%
$14.4 - $15.75 $816K - $892K
205K $2.97B
AMZN
Amazon Com Inc

Consumer Cyclical
-1.51K
- 49.25%
$180.88 - $232.93 $273K - $352K
1.56K $342M
ALL
Allstate Corp

Financial Services
-1.1K
- 50.0%
$181.25 - $208.2 $200K - $229K
1.1K $212M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-6.29K
- 14.21%
$22.39 - $23.45 $141K - $148K
38K $873M
GLDM
World Gold Trust

ETFs
-2.69K
- 7.81%
$50.76 - $55.23 $136K - $148K
31.7K $1.65B
UPS
United Parcel Service Inc

Industrials
-3
- 0.03%
$122.65 - $138.35 $368 - $415
10.5K $1.32B
LQD
Ishares Iboxx $ Investment Gra

ETFs
-677
- 14.39%
$106.56 - $113.11 $72.1K - $76.6K
4.03K $431M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-1.14K
- 53.93%
$57.53 - $60.83 $65.6K - $69.3K
974 $56M
EFG
Msci Eafe Growth ETF

ETFs
-84
- 1.53%
$96.83 - $106.88 $8.13K - $8.98K
5.42K $525M
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
-91
- 0.74%
$164.89 - $177.66 $15K - $16.2K
12.2K $2.01B
MBB
Ishares Tr

ETFs
-238
- 4.2%
$91.26 - $95.82 $21.7K - $22.8K
5.42K $497M
DFS
Discover Financial Services

Financial Services
-369
- 50.0%
$136.3 - $182.67 $50.3K - $67.4K
369 $63.9M
MSFT
Microsoft Corp

Technology
-10
- 0.3%
$406.35 - $454.46 $4.06K - $4.54K
3.37K $1.42B
GOOG
Alphabet Inc.

Communication Services
-200
- 41.67%
$163.08 - $198.16 $32.6K - $39.6K
280 $53.3M
PFE
Pfizer Inc

Healthcare
-209
- 2.61%
$24.8 - $30.19 $5.18K - $6.31K
7.8K $207M
DOW
Dow Inc.

Basic Materials
-265
- 38.13%
$39.1 - $55.34 $10.4K - $14.7K
430 $17.3M
VTV
Vanguard Value ETF

ETFs
-95
- 18.3%
$168.32 - $181.87 $16K - $17.3K
424 $71.8M
CMCSA
Comcast Corp

Communication Services
-200
- 10.78%
$37.39 - $45.14 $7.48K - $9.03K
1.66K $62.1M
JNJ
Johnson & Johnson

Healthcare
-57
- 25.0%
$143.34 - $165.86 $8.17K - $9.45K
171 $24.7M
F
Ford Motor CO

Consumer Cyclical
-681
- 19.47%
$9.69 - $11.4 $6.6K - $7.76K
2.82K $27.9M
ADBE
Adobe Inc.

Technology
-10
- 33.33%
$437.39 - $552.96 $4.37K - $5.53K
20 $8.89M
DD
Du Pont De Nemours, Inc.

Basic Materials
-55
- 34.38%
$75.95 - $88.05 $4.18K - $4.84K
105 $8.01M
DKNG
Draft Kings Inc.

Consumer Cyclical
-142
- 37.97%
$35.32 - $44.84 $5.02K - $6.37K
232 $8.63M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-57
- 5.25%
$81.68 - $82.93 $4.66K - $4.73K
1.03K $84.3M
IWR
Ishares Russell Mid Cap ETF

ETFs
-50
- 3.77%
$87.25 - $95.52 $4.36K - $4.78K
1.28K $113M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
-52
- 5.73%
$51.58 - $52.91 $2.68K - $2.75K
856 $44.3M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-49
- 5.24%
$49.79 - $51.14 $2.44K - $2.51K
887 $44.5M
VEU
Vanguard Ftse All World Ex Us

ETFs
-7
- 1.37%
$57.29 - $63.1 $401 - $442
503 $28.9M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-48
- 10.55%
$61.68 - $67.87 $2.96K - $3.26K
407 $25.4M
SPY
Spdr S&P 500 ETF Trust

ETFs
-5
- 6.02%
$567.81 - $607.81 $2.84K - $3.04K
78 $45.7M
Solventum Corp
-8
- 5.97%
N/A
126 $8.32M
LE
Lands' End, Inc.

Consumer Cyclical
-43
- 49.43%
N/A
44 $578K
VNQ
Vanguard Specialized Funds Van

ETFs
-2
- 6.67%
$87.85 - $98.6 $176 - $197
28 $2.49M
CSCO
Cisco Systems, Inc.

Technology
-3
- 2.91%
$52.45 - $60.02 $157 - $180
100 $5.92M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-39
- 1.44%
$124.61 - $133.96 $4.86K - $5.22K
2.66K $343M
DIS
Walt Disney CO

Communication Services
-3
- 0.47%
$92.39 - $117.6 $277 - $353
640 $71.3M
TSLA
Tesla, Inc.

Consumer Cyclical
-181
- 25.53%
$213.65 - $479.86 $38.7K - $86.9K
528 $213M
Activity Summary
Buys All Purchases 132 New Holdings 56 Increased Positions 76 Sells All Sells 43 Reductions 43 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Vermillion & White Wealth Management Group, LLC Portfolio

Follow Vermillion & White Wealth Management Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Vermillion & White Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Vermillion & White Wealth Management Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email