Voisard Asset Management Group, Inc. Sells in Q4 2024

Voisard Asset Management Group, Inc.

  • $299 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-212K
- 59.45%
$96.64 - $101.23 $20.5M - $21.5M
145K $14B
JCPB
J P Morgan Exchange Traded Fd

ETFs
-136K
- 16.17%
$46.07 - $48.17 $6.26M - $6.55M
705K $32.5B
RSP
Invesco S&P 500 Equal Weight E

ETFs
-32.6K
- 51.17%
$174.22 - $187.62 $5.69M - $6.13M
31.2K $5.46B
SPY
Spdr S&P 500 ETF Trust

ETFs
-9.82K
- 28.46%
$567.81 - $607.81 $5.58M - $5.97M
24.7K $14.5B
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-91.7K
- 52.05%
$44.33 - $49.55 $4.07M - $4.54M
84.5K $3.79B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-49.3K
- 58.17%
$66.77 - $71.52 $3.29M - $3.53M
35.4K $2.44B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-41K
- 50.82%
$44.04 - $49.49 $1.81M - $2.03M
39.7K $1.75B
VGSH
Vanguard

ETFs
-13.1K
- 4.71%
$58.02 - $58.88 $760K - $771K
265K $15.4B
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-19.7K
- 56.0%
$26.63 - $30.23 $526K - $597K
15.5K $413M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
-8.38K
- 67.17%
$72.18 - $81.41 $605K - $682K
4.1K $309M
VUG
Vanguard Growth ETF

ETFs
-852
- 22.18%
$378.79 - $428.11 $323K - $365K
2.99K $1.23B
LLY
Eli Lilly & CO

Healthcare
-146
- 23.17%
$727.2 - $932.06 $106K - $136K
484 $374M
IEFA
Ishares Tr

ETFs
-217
- 2.7%
$70.06 - $77.43 $15.2K - $16.8K
7.83K $550M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-374
- 14.09%
$113.92 - $127.38 $42.6K - $47.6K
2.28K $263M
IVV
Ishares Core S&P 500 ETF

ETFs
-140
- 4.41%
$570.51 - $610.59 $79.9K - $85.5K
3.03K $1.79B
IEMG
Ishares Inc

ETFs
-59
- 0.74%
N/A
7.91K $413M
HD
Home Depot, Inc.

Consumer Cyclical
-62
- 10.46%
$385.02 - $431.37 $23.9K - $26.7K
531 $207M
VO
Vanguard Mid Cap ETF

ETFs
-75
- 1.47%
$261.5 - $284.63 $19.6K - $21.3K
5.04K $1.33B
ITOT
Ishares Core S&P Total U.S. St

ETFs
-91
- 1.4%
$124.26 - $134.12 $11.3K - $12.2K
6.39K $822M
BX
Blackstone Inc.

Financial Services
-1
- 0.08%
$148.45 - $199.05 $148 - $199
1.31K $226M
JPM
Jpmorgan Chase & CO

Financial Services
-306
- 6.04%
$205.18 - $250.29 $62.8K - $76.6K
4.76K $1.14B
AMZN
Amazon Com Inc

Consumer Cyclical
-159
- 4.22%
$180.88 - $232.93 $28.8K - $37K
3.61K $792M
AAPL
Apple Inc.

Technology
-66
- 0.76%
$221.69 - $259.02 $14.6K - $17.1K
8.59K $2.15B
Activity Summary
Buys All Purchases 49 New Holdings 2 Increased Positions 47 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
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