Birchcreek Wealth Management, LLC Sells in Q2 2024

Birchcreek Wealth Management, LLC

  • $174 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
DFAI
Dimensional ETF Tr

ETFs
-35.5K
- 58.48%
$28.93 - $30.91 $1.03M - $1.1M
25.2K $746K
VGSH
Vanguard

ETFs
-16.2K
- 34.08%
$57.55 - $58.0 $930K - $937K
31.3K $1.81M
XLV
Select Sector Spdr Fund Health

ETFs
-5.49K
- 29.82%
$138.43 - $147.09 $759K - $807K
12.9K $1.88M
VGIT
Vanguard Intermediate Term Tre

ETFs
-14.2K
- 63.28%
$57.14 - $58.53 $810K - $829K
8.22K $478K
XLF
Financial Sector Spdr

ETFs
-17.3K
- 38.47%
$39.59 - $42.49 $687K - $737K
27.8K $1.14M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-9.49K
- 38.51%
$76.35 - $77.35 $725K - $734K
15.2K $1.17M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-13.7K
- 37.22%
$47.74 - $48.54 $656K - $667K
23.2K $1.12M
VTV
Vanguard Value ETF

ETFs
-3.26K
- 10.72%
$154.57 - $163.65 $503K - $533K
27.1K $4.35M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-10.5K
- 45.45%
$43.12 - $48.83 $452K - $512K
12.6K $547K
FNDX
Schwab Fundamental U S Large C

ETFs
-8.49K
- 66.85%
$63.87 - $67.55 $542K - $573K
4.21K $281K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-8.36K
- 68.88%
$54.04 - $58.09 $452K - $486K
3.78K $205K
VUG
Vanguard Growth ETF

ETFs
-2.38K
- 17.84%
$322.46 - $377.11 $766K - $896K
11K $4.1M
XLK
Technology Sector Spdr

ETFs
-3.79K
- 18.3%
$192.53 - $231.41 $730K - $877K
16.9K $3.83M
XLP
Consumer Staples Sector Spdr

ETFs
-5.93K
- 32.43%
$73.08 - $78.4 $433K - $465K
12.3K $945K
XLC
Select Sector Spdr Tr Communic

ETFs
-6.05K
- 27.19%
$77.86 - $86.45 $471K - $523K
16.2K $1.39M
DFAS
Dimensional ETF Tr U S Small C

ETFs
-6.2K
- 55.05%
$57.42 - $62.37 $356K - $386K
5.06K $303K
XLI
Industrial Sector Spdr

ETFs
-2.69K
- 17.88%
$120.47 - $125.94 $324K - $338K
12.3K $1.5M
FNDF
Schwab Fundamental Intl Large

ETFs
-9.7K
- 52.47%
$34.19 - $36.51 $332K - $354K
8.78K $307K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-3.85K
- 2.81%
$81.05 - $81.66 $312K - $314K
133K $10.9M
XLU
Utilities Sector Spdr

ETFs
-5.46K
- 28.39%
$62.77 - $72.87 $342K - $398K
13.8K $937K
XLY
Select Sector Spdr Consumer Di

ETFs
-1.64K
- 10.92%
$169.76 - $184.45 $279K - $303K
13.4K $2.44M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-15
- 0.01%
$85.39 - $90.42 $1.28K - $1.36K
118K $10.4M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-4.63K
- 34.45%
$57.33 - $65.34 $265K - $302K
8.81K $559K
XLE
Energy Sector Spdr

ETFs
-2.21K
- 15.69%
$88.04 - $98.08 $194K - $217K
11.9K $1.08M
XLB
Select Sector Spdr Fd Material

ETFs
-2.36K
- 44.23%
$88.28 - $93.06 $208K - $219K
2.97K $262K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-2.7K
- 33.0%
$75.81 - $80.15 $204K - $216K
5.47K $425K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
-2.32K
- 11.16%
$65.13 - $69.24 $151K - $160K
18.5K $1.27M
JNJ
Johnson & Johnson

Healthcare
-714
- 11.99%
$144.38 - $157.78 $103K - $113K
5.24K $766K
VIG
Vanguard Dividend Appreciation

ETFs
-896
- 10.24%
$173.33 - $185.29 $155K - $166K
7.86K $1.43M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-25
- 0.08%
$159.21 - $168.37 $3.98K - $4.21K
30.4K $4.99M
PG
Procter & Gamble CO

Consumer Defensive
-1.15K
- 9.77%
$155.33 - $168.56 $179K - $194K
10.6K $1.75M
CVX
Chevron Corp

Energy
-965
- 21.83%
$152.57 - $166.33 $147K - $161K
3.46K $540K
UNP
Union Pacific Corp

Industrials
-503
- 23.85%
$221.38 - $247.4 $111K - $124K
1.61K $363K
TDV
Proshares Tr S&P Tech Divid Ar

ETFs
-2.31K
- 30.18%
$67.37 - $76.12 $156K - $176K
5.35K $399K
IEFA
Ishares Tr

ETFs
-1
- -0.0%
$70.77 - $76.19 $70.8 - $76.2
90.3K $6.56M
IBM
International Business Machines Corp

Technology
-574
- 27.37%
$164.43 - $190.9 $94.4K - $110K
1.52K $263K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
-1.81K
- 8.52%
$55.6 - $59.74 $101K - $108K
19.5K $1.13M
XLRE
Select Sector Spdr Tr Real Est

ETFs
-3.01K
- 17.75%
$35.73 - $39.2 $107K - $118K
13.9K $535K
VB
Vanguard Small Cap ETF

ETFs
-382
- 10.43%
$210.76 - $226.94 $80.5K - $86.7K
3.28K $715K
VIS
Vanguard Industrial ETF

ETFs
-295
- 5.54%
$232.2 - $244.04 $68.5K - $72K
5.03K $1.18M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
-3.21K
- 17.31%
$40.93 - $44.6 $131K - $143K
15.3K $662K
PEP
Pepsico Inc

Consumer Defensive
-366
- 9.71%
$163.33 - $183.11 $59.8K - $67K
3.4K $561K
ABBV
Abb Vie Inc.

Healthcare
-400
- 15.63%
$154.79 - $180.76 $61.9K - $72.3K
2.16K $370K
FCOM
Fidelity Covington Tr Msci Com

ETFs
-2.68K
- 14.35%
$47.4 - $52.64 $127K - $141K
16K $834K
VO
Vanguard Mid Cap ETF

ETFs
-275
- 12.89%
$234.99 - $248.98 $64.6K - $68.5K
1.86K $450K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-100
- 4.58%
$396.73 - $420.24 $39.7K - $42K
2.09K $848K
VDE
Vanguard Energy ETF

ETFs
-244
- 5.25%
$123.17 - $136.7 $30.1K - $33.4K
4.4K $561K
XOM
Exxon Mobil Corp

Energy
-323
- 5.44%
$108.36 - $122.2 $35K - $39.5K
5.61K $646K
KO
Coca Cola CO

Consumer Defensive
-894
- 17.25%
$58.06 - $64.15 $51.9K - $57.4K
4.29K $273K
Activity Summary
Buys All Purchases 55 New Holdings 21 Increased Positions 34 Sells All Sells 72 Reductions 72 Sold out 0 Options Calls 0 Puts 0
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