Fonville Wealth Management LLC Sells in Q4 2024

Fonville Wealth Management LLC

  • $303 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IVE
Ishares S&P 500 Value ETF

ETFs
-977
- 11.14%
$189.5 - $206.17 $185K - $201K
7.79K $1.49B
MSFT
Microsoft Corp

Technology
-233
- 2.72%
$406.35 - $454.46 $94.7K - $106K
8.33K $3.51B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-996
- 1.72%
$77.02 - $78.58 $76.7K - $78.3K
57K $4.4B
AVDE
American Centy ETF Tr Avantis

ETFs
-65
- 0.28%
$60.9 - $66.69 $3.96K - $4.33K
23.5K $1.44B
EFV
Msci Eafe Value ETF

ETFs
-101
- 0.59%
$51.78 - $57.15 $5.23K - $5.77K
17.1K $899M
VIG
Vanguard Dividend Appreciation

ETFs
-187
- 0.97%
N/A
19.1K $3.74B
LLY
Eli Lilly & CO

Healthcare
-44
- 11.34%
$727.2 - $932.06 $32K - $41K
344 $266M
IVW
Ishares S&P 500 Growth ETF

ETFs
-2.5K
- 8.17%
$94.43 - $105.47 $236K - $263K
28K $2.85B
EFA
Ishares Tr Msci Eafe ETF

ETFs
-644
- 18.59%
$75.1 - $82.99 $48.4K - $53.4K
2.82K $213M
XOM
Exxon Mobil Corp

Energy
-231
- 4.5%
$105.51 - $125.37 $24.4K - $29K
4.91K $528M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-46
- 0.19%
$26.63 - $30.23 $1.22K - $1.39K
24.6K $654M
DFAR
Dimensional ETF Tr Dimensional

ETFs
-429
- 2.03%
$22.72 - $25.76 $9.75K - $11.1K
20.7K $481M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-377
- 2.08%
$126.68 - $134.74 $47.8K - $50.8K
17.8K $2.27B
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-708
- 3.46%
$20.55 - $23.26 $14.5K - $16.5K
19.8K $416M
HD
Home Depot, Inc.

Consumer Cyclical
-120
- 18.78%
$385.02 - $431.37 $46.2K - $51.8K
519 $202M
EEM
Ishares Msci Emerging Markets

ETFs
-48
- 0.36%
$41.82 - $47.36 $2.01K - $2.27K
13.4K $562M
LDOS
Leidos Holdings, Inc.

Technology
-140
- 8.92%
$143.17 - $201.39 $20K - $28.2K
1.43K $206M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-35
- 0.06%
$40.38 - $44.35 $1.41K - $1.55K
57.9K $2.37B
VGT
Vanguard Information Technolog

ETFs
-198
- 8.84%
$571.78 - $647.97 $113K - $128K
2.04K $1.27B
SPTS
Spdr Portfolio Short Term Trea

ETFs
-629
- 0.99%
$28.88 - $29.33 $18.2K - $18.4K
63.2K $1.83B
DVY
Ishares Tr

ETFs
-176
- 3.8%
$129.55 - $143.41 $22.8K - $25.2K
4.45K $585M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-1.19K
- 3.12%
$124.26 - $134.12 $148K - $160K
37K $4.76B
TFC
Truist Financial Corp

Financial Services
-873
- 11.32%
$41.51 - $48.1 $36.2K - $42K
6.84K $297M
EFG
Msci Eafe Growth ETF

ETFs
-44
- 1.82%
$96.83 - $106.88 $4.26K - $4.7K
2.38K $230M
SPSB
Spdr Portfolio Short Term Corp

ETFs
-305
- 0.65%
$29.77 - $30.19 $9.08K - $9.21K
46.6K $1.39B
IWM
Ishares Russell 2000 ETF

ETFs
-124
- 1.72%
$216.13 - $242.4 $26.8K - $30.1K
7.07K $1.56B
JAGG
Jpmorgan Tr Us Aggregate Bond

ETFs
-191
- 3.17%
N/A
5.84K $264M
USRT
Ishares Core U.S. Reit ETF

ETFs
-33
- 0.72%
$55.97 - $62.75 $1.85K - $2.07K
4.54K $260M
AVGO
Broadcom Inc.

Technology
-664
- 29.33%
$159.67 - $250.0 $106K - $166K
1.6K $371M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-26
- 0.15%
$51.54 - $52.55 $1.34K - $1.37K
17.1K $886M
PG
Procter & Gamble CO

Consumer Defensive
-4
- 0.23%
$161.05 - $179.7 $644 - $719
1.75K $293M
SPIB
Spdr Portfolio Intermediate Te

ETFs
-30
- 0.45%
$32.65 - $33.68 $980 - $1.01K
6.58K $216M
NVDA
Nvidia Corp

Technology
-947
- 9.45%
$117.0 - $148.88 $111K - $141K
9.07K $1.22B
MORN
Morningstar, Inc.

Financial Services
-30
- 4.44%
$312.56 - $358.78 $9.38K - $10.8K
646 $218M
VTI
Vanguard Total Stock Market Et

ETFs
-95
- 1.18%
$280.04 - $302.45 $26.6K - $28.7K
7.95K $2.3B
NFLX
Netflix Inc

Communication Services
-44
- 12.83%
$687.65 - $936.56 $30.3K - $41.2K
299 $267M
WMT
Walmart Inc.

Consumer Defensive
-137
- 3.41%
$79.1 - $95.7 $10.8K - $13.1K
3.89K $351M
IWV
Ishares Russell 3000 ETF

ETFs
-82
- 1.07%
$323.08 - $349.08 $26.5K - $28.6K
7.6K $2.54B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-133
- 1.44%
$521.84 - $558.82 $69.4K - $74.3K
9.1K $4.9B
GOOGL
Alphabet Inc.

Communication Services
-151
- 3.02%
$161.86 - $196.66 $24.4K - $29.7K
4.84K $917M
AMZN
Amazon Com Inc

Consumer Cyclical
-703
- 7.48%
$180.88 - $232.93 $127K - $164K
8.7K $1.91B
AAPL
Apple Inc.

Technology
-584
- 2.49%
$221.69 - $259.02 $129K - $151K
22.9K $5.73B
VUG
Vanguard Growth ETF

ETFs
-11
- 0.06%
$378.79 - $428.11 $4.17K - $4.71K
17.3K $7.1B
Activity Summary
Buys All Purchases 50 New Holdings 1 Increased Positions 49 Sells All Sells 44 Reductions 44 Sold out 0 Options Calls 0 Puts 0
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