Values Added Financial LLC Purchases and Sells in Q3 2024

Values Added Financial LLC

$159 Billion
Q3 2024

Top Buys

Incresed Positions

50 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VTEB	30K + 30.39%	$49.93 - $51.15 $1.5M - $1.53M	129K $6.57B
VEA	8.27K + 3.59%	$47.6 - $53.31 $394K - $441K	239K $12.6B
SCHA	18.9K + 43.39%	$46.9 - $51.96 $884K - $979K	62.3K $3.21B
SPAB	36.2K + 19.1%	$24.86 - $26.33 $900K - $953K	226K $5.9B
BND	9.15K + 8.02%	$71.45 - $75.64 $654K - $692K	123K $9.25B
SPLG	10.5K + 12.71%	$60.84 - $67.51 $638K - $708K	93K $6.28B

New Holdings

17 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MKL	603 New	$1494.55 - $1645.69 $901K - $992K	603 $946M
VYM	4.21K New	$117.9 - $128.2 $497K - $540K	4.21K $540M
FNDX	4.75K New	$65.36 - $71.76 $310K - $341K	4.75K $341M
FNDB	4.7K New	$64.17 - $70.37 $302K - $331K	4.7K $331M
HASI	9.47K New	$28.7 - $35.25 $272K - $334K	9.47K $326M
VIG	1.63K New	$182.15 - $182.15 $297K - $297K	1.63K $323M

Top Sells

Reduced Positions

20 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MSFT	-1.04K - 13.81%	$395.15 - $467.56 $412K - $488K	6.51K $2.8B
VEU	-6.2K - 10.55%	$56.47 - $63.69 $350K - $395K	52.5K $3.31B
XOM	-912 - 21.8%	$109.72 - $119.0 $100K - $109K	3.27K $384M
VO	-411 - 18.53%	$237.84 - $263.83 $97.8K - $108K	1.81K $477M
VB	-280 - 20.82%	$214.77 - $237.72 $60.1K - $66.6K	1.07K $253M
MUB	-76 - 1.45%	$106.13 - $108.7 $8.07K - $8.26K	5.16K $560M

Activity Summary All Purchases 67 New Holdings 17 Increased Positions 50 All Sells 20 Reductions 20 Sold out 0 Calls 0 Puts 0

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