Vance Wealth, Inc. Purchases in Q4 2024

Vance Wealth, Inc.

  • $257 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SDS
Proshares Tr Ultrashort S&P 50

ETFs
21.8K
New
$18.65 - $21.2 $407K - $462K
21.8K $428K
GOOG
Alphabet Inc.

Communication Services
1.24K
+ 34.52%
$163.08 - $198.16 $202K - $246K
4.83K $919K
SQ
Block, Inc.

Technology
3.03K
New
$65.06 - $98.92 $197K - $300K
3.03K $257K
HON
Honeywell International Inc

Industrials
906
New
$202.84 - $236.0 $184K - $214K
906 $204K
AXP
American Express CO

Financial Services
687
New
$267.35 - $305.57 $184K - $210K
687 $203K
GOOGL
Alphabet Inc.

Communication Services
677
+ 23.52%
$161.86 - $196.66 $110K - $133K
3.56K $673K
DFIV
Dimensional ETF Tr

ETFs
7.59K
+ 17.6%
$34.86 - $37.97 $265K - $288K
50.7K $1.8M
JPM
Jpmorgan Chase & CO

Financial Services
251
+ 9.5%
$205.18 - $250.29 $51.5K - $62.8K
2.89K $693K
SHOP
Shopify Inc.

Technology
40
+ 1.01%
$78.14 - $119.49 $3.13K - $4.78K
3.99K $424K
PYPL
Pay Pal Holdings, Inc.

Financial Services
637
+ 12.57%
$77.25 - $91.3 $49.2K - $58.2K
5.7K $486K
COST
Costco Wholesale Corp

Consumer Defensive
29
+ 3.47%
$873.59 - $994.69 $25.3K - $28.8K
864 $791K
DFIS
Dimensional ETF Tr Dimensional

ETFs
5.43K
+ 14.74%
$24.25 - $26.7 $132K - $145K
42.3K $1.04M
UBER
Uber Technologies, Inc

Technology
2.37K
+ 29.21%
$59.93 - $86.34 $142K - $205K
10.5K $632K
VTI
Vanguard Total Stock Market Et

ETFs
52
+ 4.98%
$280.04 - $302.45 $14.6K - $15.7K
1.1K $317K
DFAE
Dimensional ETF Tr

ETFs
5.9K
+ 8.99%
$25.36 - $28.15 $150K - $166K
71.5K $1.81M
DE
Deere & CO

Industrials
19
+ 2.23%
$389.45 - $466.0 $7.4K - $8.85K
870 $368K
INTU
Intuit Inc

Technology
4
+ 0.37%
$602.01 - $706.25 $2.41K - $2.83K
1.09K $686K
VTWG
Vanguard Russell 2000 Growth E

ETFs
4
+ 0.19%
$202.91 - $229.76 $812 - $919
2.06K $433K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
46
+ 1.73%
$78.43 - $87.17 $3.61K - $4.01K
2.7K $216K
ABT
Abbott Laboratories

Healthcare
44
+ 1.23%
$111.93 - $119.39 $4.92K - $5.25K
3.63K $410K
VTWV
Vanguard Russell 2000 Value Et

ETFs
58
+ 1.85%
$143.69 - $159.92 $8.33K - $9.28K
3.19K $461K
Kenvue Inc
91
+ 0.98%
N/A
9.42K $0
NEAR
Blackrock Short Maturity Bond

ETFs
15
+ 0.32%
$50.28 - $51.08 $754 - $766
4.74K $239K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
17
+ 0.49%
$77.02 - $78.58 $1.31K - $1.34K
3.47K $267K
VEU
Vanguard Ftse All World Ex Us

ETFs
345
+ 5.9%
$57.29 - $63.1 $19.8K - $21.8K
6.2K $355K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
31
+ 0.59%
$38.37 - $42.82 $1.19K - $1.33K
5.32K $204K
NSC
Norfolk Southern Corp

Industrials
9
+ 0.74%
$230.6 - $277.0 $2.08K - $2.49K
1.22K $286K
UNH
Unitedhealth Group Inc

Healthcare
17
+ 4.46%
$485.52 - $625.25 $8.25K - $10.6K
398 $201K
UPS
United Parcel Service Inc

Industrials
33
+ 1.11%
$122.65 - $138.35 $4.05K - $4.57K
2.99K $377K
IWD
Ishares Russell 1000 Val ETF

ETFs
31
+ 0.43%
$183.23 - $199.79 $5.68K - $6.19K
7.27K $1.35M
PEP
Pepsico Inc

Consumer Defensive
14
+ 0.77%
$151.29 - $176.1 $2.12K - $2.47K
1.82K $276K
SMMT
Summit Therapeutics Inc.

Healthcare
11
+ 0.06%
$17.52 - $23.46 $193 - $258
19.9K $355K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
1.22K
+ 4.09%
$79.93 - $88.06 $97.6K - $108K
31.1K $2.49M
MDT
Medtronic PLC

Healthcare
33
+ 0.11%
$79.61 - $92.24 $2.63K - $3.04K
29.3K $2.34M
JNJ
Johnson & Johnson

Healthcare
38
+ 0.2%
$143.34 - $165.86 $5.45K - $6.3K
19.2K $2.78M
DFAX
Dimensional ETF Tr
13.4K
+ 1.21%
$24.76 - $27.04 $331K - $361K
1.11M $27.7M
Activity Summary
Buys All Purchases 37 New Holdings 4 Increased Positions 33 Sells All Sells 55 Reductions 55 Sold out 0 Options Calls 0 Puts 0
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