Mittelman Wealth Management Purchases in Q2 2024

Mittelman Wealth Management

  • $154 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
VIG
Vanguard Dividend Appreciation

ETFs
6.75K
+ 6.44%
$173.33 - $185.29 $1.17M - $1.25M
112K $20.4B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
14.5K
+ 13.57%
$40.83 - $44.89 $592K - $651K
121K $5.31B
VOX
Vanguard Communication Service

ETFs
3.85K
+ 127.86%
$125.5 - $139.68 $483K - $538K
6.86K $948M
VCR
Vanguard Consumer Discretionar

ETFs
1.7K
New
$292.03 - $315.87 $496K - $536K
1.7K $530M
GS
Goldman Sachs Group Inc

Financial Services
933
+ 37.38%
$389.49 - $470.41 $363K - $439K
3.43K $1.55B
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
9.52K
+ 5.33%
$50.02 - $51.62 $476K - $492K
188K $9.65B
VEA
Vanguard Ftse Developed Market

ETFs
10.6K
+ 5.97%
$47.83 - $51.21 $505K - $541K
188K $9.27B
CSCO
Cisco Systems, Inc.

Technology
7.44K
New
$45.52 - $50.04 $339K - $372K
7.44K $354M
GLD
Spdr Gold Trust

ETFs
1.47K
New
$207.82 - $224.56 $305K - $330K
1.47K $316M
BND
Vanguard Bd Index Fd Inc Total

ETFs
4K
New
$70.55 - $72.66 $282K - $291K
4K $288M
IBM
International Business Machines Corp

Technology
1.62K
New
$164.43 - $190.9 $266K - $308K
1.62K $279M
APH
Amphenol Corp

Technology
12.5K
+ 100.0%
$67.16 - $136.4 $838K - $1.7M
25K $1.68B
WMT
Walmart Inc.

Consumer Defensive
3.35K
New
$58.85 - $68.9 $197K - $231K
3.35K $227M
MRK
Merck & Co., Inc.

Healthcare
2.07K
+ 57.84%
$123.8 - $132.96 $256K - $275K
5.64K $698M
GE
General Electric CO

Industrials
1.49K
+ 109.29%
$136.47 - $175.36 $204K - $262K
2.86K $455M
VTI
Vanguard Total Stock Market Et

ETFs
803
New
$245.23 - $269.4 $197K - $216K
803 $215M
HAL
Halliburton CO

Energy
6.28K
New
$32.92 - $41.24 $207K - $259K
6.28K $212M
NVDA
Nvidia Corp

Technology
4.9K
+ 900.18%
$118.11 - $1224.4 $578K - $6M
5.44K $672M
FLIN
Franklin Templeton ETF Tr

ETFs
19
+ 0.04%
$36.55 - $40.07 $694 - $761
52.8K $2.11B
PFE
Pfizer Inc

Healthcare
4.17K
+ 53.07%
$25.26 - $29.6 $105K - $123K
12K $336M
PG
Procter & Gamble CO

Consumer Defensive
616
+ 11.85%
$155.33 - $168.56 $95.7K - $104K
5.81K $959M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
1.48K
+ 24.7%
$55.18 - $59.2 $81.8K - $87.7K
7.48K $443M
BA
Boeing CO

Industrials
316
+ 30.47%
$164.33 - $191.42 $51.9K - $60.5K
1.35K $246M
GXC
Spdr Index Shs Fund Spdr S&P C

ETFs
382
+ 5.18%
$64.51 - $76.98 $24.6K - $29.4K
7.75K $531M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
639
+ 3.16%
$50.64 - $51.3 $32.4K - $32.8K
20.9K $1.07B
FLJP
Franklin Templeton ETF Tr

ETFs
4.34K
+ 4.24%
$27.82 - $30.7 $121K - $133K
107K $3.07B
DIS
Walt Disney CO

Communication Services
235
+ 3.15%
$99.29 - $122.82 $23.3K - $28.9K
7.69K $763M
Activity Summary
Buys All Purchases 28 New Holdings 8 Increased Positions 20 Sells All Sells 20 Reductions 20 Sold out 0 Options Calls 0 Puts 0
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