Southern Wealth Management, LLP Purchases in Q1 2023

Southern Wealth Management, LLP

  • $258 Million
  • Q1 2023
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
59
+ 0.07%
$209.25 - $249.44 $12.3K - $14.7K
83.8K $20.9M
IEFA
Ishares Tr

ETFs
6.05K
+ 1.54%
$62.17 - $67.7 $376K - $410K
400K $26.8M
SCHC
Schwab Strategic Tr Intl Small

ETFs
2.15K
+ 0.32%
$31.54 - $34.93 $67.8K - $75.1K
677K $22.8M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
693
+ 1.91%
$348.66 - $382.94 $242K - $265K
36.9K $13.9M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
10.7K
+ 279.22%
$100.82 - $111.44 $1.08M - $1.19M
14.5K $1.53M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
10.8K
+ 17.62%
$44.47 - $49.23 $478K - $529K
71.8K $3.43M
VXF
Vanguard Extended Market ETF

ETFs
1.38K
+ 2.71%
$132.1 - $153.03 $182K - $211K
52.1K $7.31M
VO
Vanguard Mid Cap ETF

ETFs
2.26K
+ 22.72%
$200.2 - $225.98 $451K - $510K
12.2K $2.57M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
8.2K
New
$52.07 - $56.74 $427K - $465K
8.2K $452K
IWS
Ishares Russell Midcap Value E

ETFs
3.34K
+ 6.93%
$100.22 - $116.23 $334K - $388K
51.5K $5.47M
VB
Vanguard Small Cap ETF

ETFs
1.64K
+ 32.11%
$179.51 - $208.76 $294K - $342K
6.75K $1.28M
EFV
Msci Eafe Value ETF

ETFs
2.92K
+ 3.88%
$45.61 - $50.02 $133K - $146K
78.2K $3.79M
FPE
First Tr Pfd Secs & Income ETF

ETFs
26.8K
+ 19.55%
$15.34 - $18.23 $411K - $489K
164K $2.61M
EEM
Ishares Msci Emerging Markets

ETFs
1.13K
+ 0.77%
$37.27 - $42.5 $41.9K - $47.8K
148K $5.84M
VEA
Vanguard Ftse Developed Market

ETFs
641
+ 0.86%
$42.2 - $46.17 $27.1K - $29.6K
75.3K $3.4M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
501
+ 0.65%
$56.53 - $62.22 $28.3K - $31.2K
77.4K $4.61M
IWR
Ishares Russell Mid Cap ETF

ETFs
2.41K
+ 9.46%
$66.27 - $75.04 $160K - $181K
27.9K $1.95M
SCHG
Schwab Strategic Tr Us Large C

ETFs
555
+ 2.97%
$54.19 - $65.17 $30.1K - $36.2K
19.3K $1.25M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
1.84K
New
$105.46 - $120.16 $194K - $221K
1.84K $201K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
102
+ 0.25%
$63.8 - $67.65 $6.51K - $6.9K
40.9K $2.77M
VOT
Vanguard Mid Cap Growth Index

ETFs
45
+ 0.43%
$177.43 - $203.61 $7.98K - $9.16K
10.5K $2.05M
SMMD
Ishares Tr Russell 2500 ETF

ETFs
2.58K
+ 18.13%
$52.14 - $60.44 $135K - $156K
16.8K $922K
FNDF
Schwab Fundamental Intl Large

ETFs
4.07K
+ 43.81%
$29.24 - $31.97 $119K - $130K
13.4K $417K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
1.97K
+ 19.43%
$45.79 - $50.03 $90.3K - $98.7K
12.1K $591K
SCHA
Schwab Strategic Tr Us Small C

ETFs
73
+ 0.11%
$39.82 - $46.36 $2.91K - $3.38K
63.8K $2.68M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
23
+ 0.29%
$237.25 - $271.72 $5.46K - $6.25K
7.84K $1.96M
VIG
Vanguard Dividend Appreciation

ETFs
364
+ 25.96%
$147.24 - $158.33 $53.6K - $57.6K
1.77K $271K
QQQ
Invesco Qqq Trust, Series 1

ETFs
1
+ 0.1%
$261.58 - $320.93 $262 - $321
1.01K $324K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
656
+ 6.69%
$32.42 - $35.44 $21.3K - $23.2K
10.5K $364K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
497
+ 2.06%
$23.32 - $26.39 $11.6K - $13.1K
24.6K $604K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
180
+ 4.83%
$117.74 - $132.18 $21.2K - $23.8K
3.91K $483K
FNDA
Schwab Fundamental U S Small C

ETFs
17
+ 0.3%
$46.21 - $53.63 $786 - $912
5.6K $272K
IJS
Ishares S&P Smallcap 600 Value

ETFs
11
+ 0.35%
$88.82 - $106.56 $977 - $1.17K
3.14K $293K
VBR
Vanguard Small Cap Value ETF

ETFs
5
+ 0.03%
$150.22 - $177.69 $751 - $888
18.3K $2.91M
Activity Summary
Buys All Purchases 35 New Holdings 2 Increased Positions 33 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
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