Values Added Financial LLC Sells in Q3 2024

Values Added Financial LLC

  • $159 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
-1.04K
- 13.81%
$395.15 - $467.56 $412K - $488K
6.51K $2.8B
VEU
Vanguard Ftse All World Ex Us

ETFs
-6.2K
- 10.55%
$56.47 - $63.69 $350K - $395K
52.5K $3.31B
XOM
Exxon Mobil Corp

Energy
-912
- 21.8%
$109.72 - $119.0 $100K - $109K
3.27K $384M
VO
Vanguard Mid Cap ETF

ETFs
-411
- 18.53%
$237.84 - $263.83 $97.8K - $108K
1.81K $477M
VB
Vanguard Small Cap ETF

ETFs
-280
- 20.82%
$214.77 - $237.72 $60.1K - $66.6K
1.07K $253M
MUB
Ishares National Muni Bond ETF

ETFs
-76
- 1.45%
$106.13 - $108.7 $8.07K - $8.26K
5.16K $560M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-1.08K
- 6.94%
$25.45 - $29.53 $27.6K - $32K
14.5K $424M
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
-32
- 1.97%
$144.27 - $157.55 $4.62K - $5.04K
1.59K $250M
USRT
Ishares Core U.S. Reit ETF

ETFs
-599
- 9.47%
$53.07 - $62.66 $31.8K - $37.5K
5.73K $353M
MCD
Mcdonalds Corp

Consumer Cyclical
-70
- 7.28%
$245.82 - $304.51 $17.2K - $21.3K
892 $272M
SYK
Stryker Corp

Healthcare
-1
- 0.06%
$315.94 - $371.96 $316 - $372
1.56K $565M
NKE
Nike, Inc.

Consumer Cyclical
-11
- 0.28%
$71.09 - $89.44 $782 - $984
3.91K $346M
PWR
Quanta Services, Inc.

Industrials
-3
- 0.22%
$239.58 - $298.23 $719 - $895
1.34K $400M
IEMG
Ishares Inc

ETFs
-67
- 0.35%
$53.64 - $53.64 $3.59K - $3.59K
19.2K $1.1B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-108
- 2.21%
$475.2 - $527.7 $51.3K - $57K
4.77K $2.52B
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-518
- 1.43%
$59.93 - $66.52 $31K - $34.5K
35.7K $2.37B
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-137
- 0.41%
$19.78 - $23.53 $2.71K - $3.22K
32.9K $763M
VXF
Vanguard Extended Market ETF

ETFs
-621
- 3.32%
$163.98 - $182.92 $102K - $114K
18.1K $3.29B
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-330
- 0.44%
$63.28 - $70.06 $20.9K - $23.1K
75.5K $5.29B
Activity Summary
Buys All Purchases 67 New Holdings 17 Increased Positions 50 Sells All Sells 20 Reductions 20 Sold out 0 Options Calls 0 Puts 0
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