Capital Advantage, Inc. Purchases and Sells in Q4 2024

Capital Advantage, Inc.

$547 Million
Q4 2024

Top Buys

Incresed Positions

24 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ICSH	68.7K + 167.91%	$50.35 - $50.69 $3.46M - $3.48M	110K $5.53M
SPLG	29.9K + 19.98%	$66.77 - $71.52 $2M - $2.14M	180K $12.4M
EFA	34.8K + 59.21%	$75.1 - $82.99 $2.62M - $2.89M	93.7K $7.08M
VB	4.07K + 15.98%	$233.76 - $261.58 $952K - $1.06M	29.5K $7.1M
MGC	2.19K + 2.65%	$204.21 - $220.18 $446K - $481K	84.7K $18M
IVW	3.3K + 7.7%	$94.43 - $105.47 $312K - $348K	46.2K $4.69M

New Holdings

86 operations

Stock	Shares change	Price Range	Shares Held	Trade History
EFV	114K New	$51.78 - $57.15 $5.88M - $6.5M	114K $5.96M
MDY	6.33K New	$563.99 - $620.12 $3.57M - $3.92M	6.33K $3.6M
IVV	5.61K New	$570.51 - $610.59 $3.2M - $3.42M	5.61K $3.3M
EEM	73.2K New	$41.82 - $47.36 $3.06M - $3.47M	73.2K $3.06M
IEFA	38.6K New	$70.06 - $77.43 $2.7M - $2.99M	38.6K $2.71M
NOC	5.2K New	$466.52 - $543.88 $2.43M - $2.83M	5.2K $2.44M

Top Sells

Reduced Positions

25 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VCIT	-194K - 14.95%	$80.13 - $83.77 $15.5M - $16.2M	1.1M $88.3M
FNDF	-72.4K - 5.07%	$32.92 - $37.15 $2.38M - $2.69M	1.35M $45M
VYMI	-33K - 8.05%	$67.29 - $73.38 $2.22M - $2.42M	377K $25.6M
VIGI	-8.95K - 2.21%	$79.93 - $88.06 $715K - $788K	396K $31.6M
UPST	-107K - 90.24%	$37.78 - $84.46 $4.06M - $9.08M	11.6K $715K
VHT	-2.61K - 2.87%	$250.81 - $283.3 $655K - $740K	88.3K $22.4M

Activity Summary All Purchases 110 New Holdings 86 Increased Positions 24 All Sells 25 Reductions 25 Sold out 0 Calls 0 Puts 0

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