Freedman Financial Associates, Inc. Closed Positions in Q2 2022

Freedman Financial Associates, Inc.

  • $0
  • Q2 2022
Stock Shares change Price Range Shares Held Trade History
VXF
Vanguard Extended Market ETF

ETFs
-126K
Closed
$126.57 - $168.36 $16M - $21.3M
0 $0
IWF
Ishares Russell 1000 Gr ETF

ETFs
-57.4K
Closed
$209.9 - $283.21 $12M - $16.3M
0 $0
VIG
Vanguard Dividend Appreciation

ETFs
-84.5K
Closed
N/A
0 $0
CMCSA
Comcast Corp

Communication Services
-199K
Closed
$37.91 - $48.11 $7.53M - $9.55M
0 $0
PWV
Invesco Exchange Traded Fd Tr

ETFs
-167K
Closed
$42.73 - $50.01 $7.13M - $8.35M
0 $0
SPY
Spdr S&P 500 ETF Trust

ETFs
-16.2K
Closed
$365.86 - $456.8 $5.91M - $7.38M
0 $0
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-38.8K
Closed
$89.03 - $109.02 $3.45M - $4.23M
0 $0
IJS
Ishares S&P Smallcap 600 Value

ETFs
-35.7K
Closed
$86.2 - $103.37 $3.08M - $3.69M
0 $0
IWS
Ishares Russell Midcap Value E

ETFs
-22.1K
Closed
$99.42 - $121.64 $2.19M - $2.68M
0 $0
AAPL
Apple Inc.

Technology
-14.5K
Closed
$130.06 - $178.44 $1.89M - $2.59M
0 $0
IWP
Ishares Russell Mid Cap Growth

ETFs
-15.7K
Closed
$75.41 - $102.47 $1.19M - $1.61M
0 $0
MSFT
Microsoft Corp

Technology
-5.09K
Closed
$242.26 - $314.97 $1.23M - $1.6M
0 $0
LPLA
Lpl Financial Holdings Inc.

Financial Services
-7.96K
Closed
$167.48 - $218.52 $1.33M - $1.74M
0 $0
GOOG
Alphabet Inc.

Communication Services
-497
Closed
$105.84 - $143.64 $52.6K - $71.4K
0 $0
IWB
Ishares Tr Russell 1000 ETF

ETFs
-5.21K
Closed
$201.03 - $253.2 $1.05M - $1.32M
0 $0
VTI
Vanguard Total Stock Market Et

ETFs
-5.62K
Closed
$183.02 - $230.52 $1.03M - $1.3M
0 $0
VZ
Verizon Communications Inc

Communication Services
-23.6K
Closed
$46.23 - $55.01 $1.09M - $1.3M
0 $0
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
-37K
Closed
$27.57 - $32.14 $1.02M - $1.19M
0 $0
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-9.03K
Closed
$114.07 - $132.3 $1.03M - $1.19M
0 $0
MS
Morgan Stanley

Financial Services
-12.7K
Closed
$72.9 - $90.61 $927K - $1.15M
0 $0
T
At&T Inc.

Communication Services
-41.7K
Closed
$17.92 - $21.32 $747K - $889K
0 $0
BAC
Bank Of America Corp

Financial Services
-22.1K
Closed
$31.13 - $40.9 $689K - $906K
0 $0
IVE
Ishares S&P 500 Value ETF

ETFs
-5.78K
Closed
$133.27 - $158.52 $770K - $915K
0 $0
AMZN
Amazon Com Inc

Consumer Cyclical
-260
Closed
$102.31 - $168.35 $26.6K - $43.8K
0 $0
IWD
Ishares Russell 1000 Val ETF

ETFs
-4.85K
Closed
$140.99 - $168.41 $684K - $817K
0 $0
LOW
Lowes Companies Inc

Consumer Cyclical
-3.89K
Closed
$171.61 - $208.74 $668K - $812K
0 $0
JPM
Jpmorgan Chase & CO

Financial Services
-5.66K
Closed
$112.61 - $135.91 $637K - $769K
0 $0
PDM
Piedmont Office Realty Trust, Inc.

Real Estate
-43.4K
Closed
$12.81 - $17.34 $556K - $752K
0 $0
PG
Procter & Gamble CO

Consumer Defensive
-4.74K
Closed
$132.36 - $163.65 $627K - $776K
0 $0
TSLA
Tesla, Inc.

Consumer Cyclical
-600
Closed
$628.16 - $1145.45 $377K - $687K
0 $0
XOM
Exxon Mobil Corp

Energy
-7.79K
Closed
$82.26 - $104.59 $641K - $814K
0 $0
IVV
Ishares Core S&P 500 ETF

ETFs
-1.35K
Closed
$366.99 - $458.8 $495K - $618K
0 $0
HD
Home Depot, Inc.

Consumer Cyclical
-1.88K
Closed
$268.98 - $315.31 $504K - $591K
0 $0
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-5.09K
Closed
$99.2 - $114.57 $504K - $583K
0 $0
PFE
Pfizer Inc

Healthcare
-10.2K
Closed
$46.53 - $55.17 $474K - $562K
0 $0
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-6.29K
Closed
$75.21 - $77.95 $473K - $491K
0 $0
JNJ
Johnson & Johnson

Healthcare
-2.75K
Closed
$168.19 - $186.01 $463K - $512K
0 $0
IWM
Ishares Russell 2000 ETF

ETFs
-2.25K
Closed
$163.9 - $207.91 $369K - $468K
0 $0
IVW
Ishares S&P 500 Growth ETF

ETFs
-6K
Closed
$58.13 - $77.8 $349K - $467K
0 $0
GE
General Electric CO

Industrials
-4.81K
Closed
$63.67 - $92.49 $306K - $444K
0 $0
HON
Honeywell International Inc

Industrials
-2.08K
Closed
$173.2 - $205.85 $360K - $428K
0 $0
EFA
Ishares Tr Msci Eafe ETF

ETFs
-5.43K
Closed
$61.48 - $74.59 $334K - $405K
0 $0
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-4.99K
Closed
$66.73 - $79.1 $333K - $395K
0 $0
MRK
Merck & Co., Inc.

Healthcare
-4.62K
Closed
$83.49 - $94.64 $386K - $437K
0 $0
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-1.41K
Closed
$219.07 - $270.08 $308K - $380K
0 $0
AVGO
Broadcom Inc.

Technology
-585
Closed
$485.81 - $634.85 $284K - $371K
0 $0
IEFA
Ishares Tr

ETFs
-5.2K
Closed
$57.91 - $70.46 $301K - $366K
0 $0
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-3.1K
Closed
$91.51 - $110.2 $284K - $342K
0 $0
DVY
Ishares Tr

ETFs
-2.65K
Closed
$113.21 - $132.14 $299K - $350K
0 $0
Activity Summary
Buys All Purchases 1 New Holdings 1 Increased Positions 0 Sells All Sells 512 Reductions 0 Sold out 512 Options Calls 0 Puts 0
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