Safeguard Investment Advisory Group, LLC Closed Holding Positions

Safeguard Investment Advisory Group, LLC

  • $350 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
UHS
Universal Health Services Inc

Healthcare
Q1 2021 Filed on May 10, 2021
686
$124.68 - $142.46 $85.5K - $97.7K
UNIT
Uniti Group Inc.

Real Estate
Q1 2021 Filed on May 10, 2021
24
$10.74 - $13.16 $258 - $316
USO
United States Oil Fund, LP

ETFs
Q1 2021 Filed on May 10, 2021
103
$32.38 - $44.6 $3.34K - $4.59K
UGA
United States Gasoline Fund, LP

ETFs
Q1 2021 Filed on May 10, 2021
152
$23.52 - $34.52 $3.58K - $5.25K
BJK
Vaneck ETF Tr Vaneck Gaming Et

ETFs
Q1 2021 Filed on May 10, 2021
1,498
$45.32 - $57.0 $67.9K - $85.4K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
Q1 2021 Filed on May 10, 2021
69
$30.9 - $38.51 $2.13K - $2.66K
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
Q1 2021 Filed on May 10, 2021
92
$43.55 - $58.14 $4.01K - $5.35K
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
Q1 2021 Filed on May 10, 2021
88
$79.24 - $84.48 $6.97K - $7.43K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
Q1 2021 Filed on May 10, 2021
1,893
$50.34 - $56.49 $95.3K - $107K
VEA
Vanguard Ftse Developed Market

ETFs
Q1 2021 Filed on May 10, 2021
731
$46.87 - $50.05 $34.3K - $36.6K
VDE
Vanguard Energy ETF

ETFs
Q1 2021 Filed on May 10, 2021
215
$52.13 - $74.47 $11.2K - $16K
VCR
Vanguard Consumer Discretionar

ETFs
Q1 2021 Filed on May 10, 2021
201
$271.66 - $300.39 $54.6K - $60.4K
VOX
Vanguard Communication Service

ETFs
Q1 2021 Filed on May 10, 2021
10
$117.72 - $135.22 $1.18K - $1.35K
SHYD
Vaneck Short High Yield Muni E

ETFs
Q1 2021 Filed on May 10, 2021
130
$24.75 - $25.34 $3.22K - $3.29K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
Q1 2021 Filed on May 10, 2021
135
$108.11 - $128.06 $14.6K - $17.3K
UPS
United Parcel Service Inc

Industrials
Q1 2021 Filed on May 10, 2021
550
$155.0 - $169.99 $85.3K - $93.5K
ZM
Zoom Video Communications, Inc.

Technology
Q1 2021 Filed on May 10, 2021
25
$308.39 - $444.51 $7.71K - $11.1K
EES
Wisdomtree U.S. Smallcap Fund

ETFs
Q1 2021 Filed on May 10, 2021
928
$38.56 - $49.72 $35.8K - $46.1K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
Q1 2021 Filed on May 10, 2021
9
$26.31 - $32.55 $237 - $293
EZM
Wisdomtree U.S. Midcap Fund

ETFs
Q1 2021 Filed on May 10, 2021
301
$42.79 - $52.29 $12.9K - $15.7K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
Q1 2021 Filed on May 10, 2021
8
$34.36 - $41.24 $275 - $330
EPS
Wisdomtree U.S. Largecap Fund

ETFs
Q1 2021 Filed on May 10, 2021
742
$39.62 - $43.4 $29.4K - $32.2K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
Q1 2021 Filed on May 10, 2021
265
$53.02 - $57.62 $14.1K - $15.3K
DXJ
Wisdomtree Trust Japan Hedged

ETFs
Q1 2021 Filed on May 10, 2021
95
$53.49 - $62.31 $5.08K - $5.92K
DTH
Wisdomtree Tr

ETFs
Q1 2021 Filed on May 10, 2021
4
$37.05 - $39.86 $148 - $159
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
Q1 2021 Filed on May 10, 2021
119
$51.09 - $53.61 $6.08K - $6.38K
WKHS
Workhorse Group Inc.

Consumer Cyclical
Q1 2021 Filed on May 10, 2021
25
$12.93 - $41.34 $323 - $1.03K
WPC
W. P. Carey Inc.

Real Estate
Q1 2021 Filed on May 10, 2021
563
$66.32 - $71.74 $37.3K - $40.4K
ZTS
Zoetis Inc.

Healthcare
Q1 2021 Filed on May 10, 2021
5
$144.0 - $169.39 $720 - $847
TCRT
Alaunos Therapeutics, Inc.

Healthcare
Q1 2021 Filed on May 10, 2021
5,134
$2.82 - $5.6 $14.5K - $28.8K
ZION
Zions Bancorporation, National Association

Financial Services
Q1 2021 Filed on May 10, 2021
124
$42.93 - $59.06 $5.32K - $7.32K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
Q1 2021 Filed on May 10, 2021
51
$148.16 - $159.71 $7.56K - $8.15K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
Q1 2021 Filed on May 10, 2021
193
$55.98 - $64.35 $10.8K - $12.4K
YUM
Yum Brands Inc

Consumer Cyclical
Q1 2021 Filed on May 10, 2021
1,007
$101.49 - $111.02 $102K - $112K
XRX
Xerox Holdings Corp

Technology
Q1 2021 Filed on May 10, 2021
21
$20.75 - $26.91 $436 - $565
WYNN
Wynn Resorts LTD

Consumer Cyclical
Q1 2021 Filed on May 10, 2021
63
$99.53 - $140.0 $6.27K - $8.82K
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
Q1 2021 Filed on May 10, 2021
3
$67.48 - $73.47 $202 - $220
DIM
Wisdomtree Tr Intl Midcap Divi

ETFs
Q1 2021 Filed on May 10, 2021
3
$63.59 - $67.72 $191 - $203
WAT
Waters Corp

Healthcare
Q1 2021 Filed on May 10, 2021
75
$250.15 - $291.31 $18.8K - $21.8K
WM
Waste Management Inc

Industrials
Q1 2021 Filed on May 10, 2021
35
$109.92 - $130.34 $3.85K - $4.56K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
Q1 2021 Filed on May 10, 2021
16
$72.06 - $83.7 $1.15K - $1.34K
VNO
Vornado Realty Trust

Real Estate
Q1 2021 Filed on May 10, 2021
12
$35.27 - $49.04 $423 - $588
VNT
Vontier Corp

Technology
Q1 2021 Filed on May 10, 2021
32
$30.27 - $35.9 $969 - $1.15K
VOD
Vodafone Group Public LTD CO

Communication Services
Q1 2021 Filed on May 10, 2021
362
$16.93 - $19.44 $6.13K - $7.04K
VHC
Virnet X Holding Corp

Technology
Q1 2021 Filed on May 10, 2021
1,100
$4.93 - $8.17 $5.42K - $8.99K
SPCE
Virgin Galactic Holdings, Inc

Industrials
Q1 2021 Filed on May 10, 2021
180
$23.21 - $59.41 $4.18K - $10.7K
W
Wayfair Inc.

Consumer Cyclical
Q1 2021 Filed on May 10, 2021
28
$236.46 - $345.47 $6.62K - $9.67K
WEC
Wec Energy Group, Inc.

Utilities
Q1 2021 Filed on May 10, 2021
41
$80.64 - $94.79 $3.31K - $3.89K
ERH
Allspring Utilities & High Income Fund

Financial Services
Q1 2021 Filed on May 10, 2021
820
$12.39 - $12.97 $10.2K - $10.6K
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