Voisard Asset Management Group, Inc. Incresed Positions in Q4 2024

Voisard Asset Management Group, Inc.

  • $299 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
402K
+ 4736.28%
$69.3 - $74.3 $27.9M - $29.9M
411K $29.3B
SLQD
Ishares 0 5 Year Investment Gr

ETFs
444K
+ 3606.19%
$49.58 - $50.28 $22M - $22.3M
456K $22.7B
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
744K
+ 2410.28%
$27.8 - $29.05 $20.7M - $21.6M
775K $21.6B
AVLV
American Centy ETF Tr Avantis
306K
+ 2613.75%
$65.51 - $71.22 $20.1M - $21.8M
318K $21.2B
IUSG
Ishares Core S&P U.S Growth Et

ETFs
109K
+ 842.43%
$129.96 - $144.97 $14.2M - $15.8M
122K $17B
MBB
Ishares Tr

ETFs
78.6K
+ 2221.23%
$91.26 - $95.82 $7.17M - $7.53M
82.1K $7.53B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
696K
+ 259.3%
$18.41 - $40.87 $12.8M - $28.4M
964K $17.8B
AVUV
American Centy ETF Tr Avantis

ETFs
41.4K
+ 566.07%
$94.37 - $106.41 $3.91M - $4.41M
48.8K $4.71B
AVDV
American Centy ETF Tr Avantis

ETFs
53.4K
+ 617.13%
$63.85 - $70.4 $3.41M - $3.76M
62K $4.04B
SUB
Ishares Short Term National Mu

ETFs
23.1K
+ 1556.43%
$104.94 - $106.2 $2.43M - $2.45M
24.6K $2.59B
MUB
Ishares National Muni Bond ETF

ETFs
6.99K
+ 297.78%
$105.78 - $108.7 $739K - $760K
9.34K $995M
IXUS
Ishares Tr

ETFs
8.31K
+ 272.83%
$65.95 - $72.56 $548K - $603K
11.4K $751M
DFAX
Dimensional ETF Tr
13.6K
+ 746.01%
$24.76 - $27.04 $336K - $367K
15.4K $383M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
2.96K
+ 17.87%
$77.86 - $79.27 $230K - $234K
19.5K $1.52B
BSMQ
Invesco Bulletshares 2026 Muni

ETFs
8.51K
+ 81.34%
$23.48 - $23.73 $200K - $202K
19K $447M
AVGO
Broadcom Inc.

Technology
15
+ 0.51%
$159.67 - $250.0 $2.4K - $3.75K
2.94K $680M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
3.34K
+ 25.83%
$40.38 - $44.35 $135K - $148K
16.3K $666M
GOOGL
Alphabet Inc.

Communication Services
50
+ 1.17%
$161.86 - $196.66 $8.09K - $9.83K
4.31K $816M
NVDA
Nvidia Corp

Technology
101
+ 1.62%
$117.0 - $148.88 $11.8K - $15K
6.33K $849M
BSMP
Invesco Bulletshares 2025 Muni

ETFs
3.26K
+ 11.11%
$24.45 - $24.62 $79.8K - $80.3K
32.6K $799M
SCHW
Schwab Charles Corp

Financial Services
2
+ 0.03%
$63.31 - $82.85 $127 - $166
5.74K $425M
V
Visa Inc.

Financial Services
5
+ 0.5%
$273.87 - $320.91 $1.37K - $1.6K
1.01K $320M
META
Meta Platforms, Inc.

Communication Services
39
+ 4.74%
$554.08 - $632.68 $21.6K - $24.7K
861 $504M
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
1.51K
+ 5.32%
$23.02 - $23.23 $34.8K - $35.1K
30K $691M
BAC
Bank Of America Corp

Financial Services
17
+ 0.27%
$39.22 - $47.77 $667 - $812
6.26K $275M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
1.25K
+ 3.36%
$20.6 - $20.71 $25.7K - $25.9K
38.4K $793M
VEA
Vanguard Ftse Developed Market

ETFs
885
+ 24.52%
$47.57 - $52.44 $42.1K - $46.4K
4.5K $215M
MA
Mastercard Inc

Financial Services
1
+ 0.22%
$491.3 - $536.15 $491 - $536
466 $245M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
748
+ 5.3%
$19.38 - $19.58 $14.5K - $14.6K
14.9K $289M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
13
+ 3.29%
$521.84 - $558.82 $6.78K - $7.26K
408 $220M
T
At&T Inc.

Communication Services
67
+ 0.61%
$21.22 - $23.88 $1.42K - $1.6K
11K $250M
ETN
Eaton Corp PLC

Industrials
1
+ 0.1%
$326.96 - $377.52 $327 - $378
1.05K $347M
SYK
Stryker Corp

Healthcare
1
+ 0.11%
$345.14 - $392.15 $345 - $392
896 $323M
CVX
Chevron Corp

Energy
7
+ 0.38%
$141.15 - $162.53 $988 - $1.14K
1.86K $269M
S
Sentinel One, Inc.

Technology
35
+ 0.35%
$22.05 - $28.68 $772 - $1K
10K $223M
MCD
Mcdonalds Corp

Consumer Cyclical
1
+ 0.08%
$288.47 - $316.54 $288 - $317
1.25K $363M
MSFT
Microsoft Corp

Technology
34
+ 0.89%
$406.35 - $454.46 $13.8K - $15.5K
3.86K $1.63B
XOM
Exxon Mobil Corp

Energy
15
+ 0.32%
$105.51 - $125.37 $1.58K - $1.88K
4.65K $500M
GE
General Electric CO

Industrials
5
+ 0.22%
$159.95 - $194.23 $800 - $971
2.24K $374M
MU
Micron Technology Inc

Technology
6
+ 0.24%
$84.16 - $113.41 $505 - $680
2.51K $211M
UNH
Unitedhealth Group Inc

Healthcare
3
+ 0.38%
$485.52 - $625.25 $1.46K - $1.88K
801 $405M
SCHA
Schwab Strategic Tr Us Small C

ETFs
10.7K
+ 61.55%
$25.33 - $51.16 $271K - $547K
28.1K $726M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
17.3K
+ 122.89%
$22.01 - $66.82 $380K - $1.15M
31.3K $711M
DFAE
Dimensional ETF Tr

ETFs
12.8K
+ 2.73%
$25.36 - $28.15 $324K - $360K
481K $12.2B
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
50.7K
+ 57.77%
$27.54 - $83.04 $1.4M - $4.21M
138K $3.84B
SCHX
Schwab Strategic Tr Us Large C

ETFs
116K
+ 82.01%
$22.4 - $68.28 $2.59M - $7.9M
257K $5.96B
Activity Summary
Buys All Purchases 49 New Holdings 2 Increased Positions 47 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
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