Roundview Capital LLC Sells in Q2 2024

Roundview Capital LLC

  • $1.25 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
DGT
Spdr Global Dow ETF
-96
- 0.48%
N/A
19.9K $0
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-2.36K
- 3.28%
$60.69 - $66.83 $143K - $158K
69.6K $4.62M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-782
- 1.29%
$47.74 - $48.54 $37.3K - $38K
59.6K $2.89M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-1.84K
- 4.69%
$24.67 - $27.2 $45.4K - $50.1K
37.4K $993K
UL
Unilever PLC

Consumer Defensive
-1.27K
- 8.07%
$46.47 - $56.38 $58.8K - $71.4K
14.4K $793K
PG
Procter & Gamble CO

Consumer Defensive
-620
- 1.51%
$155.33 - $168.56 $96.3K - $105K
40.3K $6.65M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
-15
- 2.02%
$286.24 - $337.0 $4.29K - $5.06K
728 $242K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
-50
- 2.42%
$144.17 - $170.65 $7.21K - $8.53K
2.01K $318K
NVS
Novartis Ag

Healthcare
-36
- 1.34%
$92.57 - $107.37 $3.33K - $3.87K
2.66K $282K
KO
Coca Cola CO

Consumer Defensive
-931
- 2.71%
$58.06 - $64.15 $54.1K - $59.7K
33.4K $2.13M
AXP
American Express CO

Financial Services
-314
- 1.21%
$217.5 - $243.08 $68.3K - $76.3K
25.6K $5.92M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
-25
- 0.32%
$194.47 - $218.2 $4.86K - $5.46K
7.84K $1.71M
GLD
Spdr Gold Trust

ETFs
-3
- 0.04%
$207.82 - $224.56 $623 - $674
8.11K $1.74M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-315
- 0.71%
$58.7 - $64.78 $18.5K - $20.4K
43.9K $2.82M
SCHW
Schwab Charles Corp

Financial Services
-758
- 0.74%
$70.03 - $78.9 $53.1K - $59.8K
102K $7.48M
XLC
Select Sector Spdr Tr Communic

ETFs
-1.63K
- 2.87%
$77.86 - $86.45 $127K - $141K
55.1K $4.72M
JPM
Jpmorgan Chase & CO

Financial Services
-138
- 0.23%
$180.08 - $204.79 $24.9K - $28.3K
59.4K $12M
TT
Trane Technologies PLC

Industrials
-66
- 1.65%
$288.27 - $345.38 $19K - $22.8K
3.94K $1.3M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-1.96K
- 2.14%
$40.83 - $44.89 $79.9K - $87.8K
89.3K $3.91M
GMED
Globus Medical Inc

Healthcare
-29
- 0.37%
$49.79 - $68.85 $1.44K - $2K
7.73K $529K
SPY
Spdr S&P 500 ETF Trust

ETFs
-53
- 0.53%
$495.16 - $548.49 $26.2K - $29.1K
10K $5.46M
IVV
Ishares Core S&P 500 ETF

ETFs
-33
- 0.26%
$497.53 - $549.64 $16.4K - $18.1K
12.5K $6.82M
NVO
Novo Nordisk A S

Healthcare
-995
- 2.0%
$122.71 - $146.91 $122K - $146K
48.8K $6.96M
WMT
Walmart Inc.

Consumer Defensive
-1.14K
- 0.89%
$58.85 - $68.9 $67K - $78.4K
126K $8.54M
AAPL
Apple Inc.

Technology
-5.94K
- 1.93%
$165.0 - $216.67 $980K - $1.29M
302K $63.6M
Activity Summary
Buys All Purchases 152 New Holdings 16 Increased Positions 136 Sells All Sells 126 Reductions 126 Sold out 0 Options Calls 0 Puts 0
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