Vance Wealth, Inc. Reduced Holdings in Q3 2024

Vance Wealth, Inc.

  • $263 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MDT
Medtronic PLC

Healthcare
-26.4K
- 47.42%
$76.84 - $91.03 $2.03M - $2.4M
29.3K $2.64M
IEMG
Ishares Inc

ETFs
-4.77K
- 5.61%
$53.64 - $53.64 $256K - $256K
80.2K $4.3M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-520
- 6.23%
$332.02 - $382.76 $173K - $199K
7.83K $2.94M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-7.37K
- 10.39%
$48.51 - $52.86 $357K - $390K
63.6K $3.36M
GOOGL
Alphabet Inc.

Communication Services
-210
- 6.8%
$148.65 - $191.18 $31.2K - $40.1K
2.88K $477K
INTU
Intuit Inc

Technology
-10
- 0.91%
$602.97 - $670.49 $6.03K - $6.7K
1.09K $676K
DIS
Walt Disney CO

Communication Services
-66
- 0.76%
$85.6 - $98.61 $5.65K - $6.51K
8.57K $824K
EFG
Msci Eafe Growth ETF

ETFs
-1.67K
- 5.93%
$96.84 - $108.77 $161K - $181K
26.4K $2.84M
DE
Deere & CO

Industrials
-131
- 13.34%
$344.84 - $418.0 $45.2K - $54.8K
851 $355K
COST
Costco Wholesale Corp

Consumer Defensive
-48
- 5.44%
$801.83 - $917.05 $38.5K - $44K
835 $740K
XOM
Exxon Mobil Corp

Energy
-151
- 2.35%
$109.72 - $119.0 $16.6K - $18K
6.27K $734K
UPS
United Parcel Service Inc

Industrials
-10
- 0.34%
$123.32 - $147.38 $1.23K - $1.47K
2.96K $403K
GLD
Spdr Gold Trust

ETFs
-200
- 12.25%
$215.56 - $246.98 $43.1K - $49.4K
1.43K $348K
NEAR
Blackrock Short Maturity Bond

ETFs
-128
- 2.64%
$50.09 - $51.31 $6.41K - $6.57K
4.72K $242K
SPYG
Spdr Portfolio

ETFs
-1.07K
- 3.32%
$73.38 - $84.1 $78.8K - $90.3K
31.3K $2.59M
PEP
Pepsico Inc

Consumer Defensive
-24
- 1.31%
$161.9 - $179.3 $3.89K - $4.3K
1.81K $307K
DFUS
Dimensional ETF Tr U S Equity

ETFs
-131
- 2.52%
$56.04 - $62.2 $7.34K - $8.15K
5.07K $315K
ABT
Abbott Laboratories

Healthcare
-222
- 5.83%
$100.07 - $118.13 $22.2K - $26.2K
3.58K $408K
IJK
Ishares S&P Midcap 400 Growth

ETFs
-991
- 3.43%
$84.81 - $93.54 $84K - $92.7K
27.9K $2.56M
EFV
Msci Eafe Value ETF

ETFs
-4.99K
- 7.11%
$51.72 - $57.96 $258K - $289K
65.3K $3.75M
VTWG
Vanguard Russell 2000 Growth E

ETFs
-16
- 0.77%
$186.75 - $211.16 $2.99K - $3.38K
2.06K $426K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-306
- 2.87%
$85.03 - $94.56 $26K - $28.9K
10.4K $964K
O
Realty Income Corp

Real Estate
-2
- 0.04%
$52.36 - $63.42 $105 - $127
5.63K $356K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-170
- 1.36%
$112.99 - $126.45 $19.2K - $21.5K
12.3K $1.55M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-1.49K
- 5.64%
$111.9 - $124.28 $167K - $185K
25K $3.09M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-23
- 0.2%
$434.77 - $502.96 $10K - $11.6K
11.4K $5.58M
VBR
Vanguard Small Cap Value ETF

ETFs
-633
- 5.2%
$179.99 - $201.6 $114K - $128K
11.5K $2.32M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-76
- 1.48%
$57.22 - $80.08 $4.35K - $6.09K
5.07K $395K
EEM
Ishares Msci Emerging Markets

ETFs
-1.82K
- 3.22%
$40.42 - $46.7 $73.6K - $85K
54.8K $2.51M
IWD
Ishares Russell 1000 Val ETF

ETFs
-9
- 0.12%
$173.36 - $189.8 $1.56K - $1.71K
7.24K $1.37M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-1.72K
- 4.36%
$60.13 - $68.17 $103K - $117K
37.7K $2.55M
SMMT
Summit Therapeutics Inc.

Healthcare
-19.4K
- 49.36%
$6.89 - $31.93 $134K - $619K
19.9K $435K
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
-1.45K
- 1.66%
$26.43 - $29.86 $38.3K - $43.3K
86.1K $2.54M
CBRE
Cbre Group, Inc.

Real Estate
-988
- 10.34%
$85.97 - $124.48 $84.9K - $123K
8.57K $1.07M
DFSV
Dimensional ETF Tr Dimensional

ETFs
-1.19K
- 0.48%
$28.25 - $31.7 $33.7K - $37.8K
249K $7.67M
AAPL
Apple Inc.

Technology
-212
- 0.53%
$207.23 - $234.82 $43.9K - $49.8K
39.6K $9.22M
Activity Summary
Buys All Purchases 54 New Holdings 11 Increased Positions 43 Sells All Sells 37 Reductions 37 Sold out 0 Options Calls 0 Puts 0
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