Warwick Investment Management, Inc. Sells in Q2 2024

Warwick Investment Management, Inc.

  • $425 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
DFAS
Dimensional ETF Tr U S Small C

ETFs
-16K
- 46.7%
$57.42 - $62.37 $920K - $999K
18.3K $1.1M
VTI
Vanguard Total Stock Market Et

ETFs
-5.63K
- 7.69%
$245.23 - $269.4 $1.38M - $1.52M
67.7K $18.1M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-4.75K
- 7.67%
$75.81 - $80.15 $360K - $381K
57.2K $4.45M
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
-77
- 0.05%
$93.69 - $101.79 $7.21K - $7.84K
159K $15.6M
VB
Vanguard Small Cap ETF

ETFs
-705
- 2.03%
$210.76 - $226.94 $149K - $160K
34K $7.42M
VXF
Vanguard Extended Market ETF

ETFs
-141
- 0.52%
$161.82 - $174.44 $22.8K - $24.6K
26.7K $4.51M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-2.42K
- 2.73%
$57.86 - $62.21 $140K - $150K
86.3K $5.2M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-383
- 1.34%
$104.54 - $108.46 $40K - $41.5K
28.1K $3.01M
PEP
Pepsico Inc

Consumer Defensive
-303
- 10.61%
$163.33 - $183.11 $49.5K - $55.5K
2.55K $420K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-270
- 0.72%
$76.09 - $82.16 $20.5K - $22.2K
37.2K $2.91M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-642
- 2.75%
$45.24 - $49.04 $29K - $31.5K
22.7K $1.08M
UNP
Union Pacific Corp

Industrials
-161
- 11.23%
$221.38 - $247.4 $35.6K - $39.8K
1.27K $288K
JNJ
Johnson & Johnson

Healthcare
-174
- 5.69%
$144.38 - $157.78 $25.1K - $27.5K
2.88K $421K
VEA
Vanguard Ftse Developed Market

ETFs
-260
- 0.41%
$47.83 - $51.21 $12.4K - $13.3K
63.9K $3.16M
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
-80
- 0.62%
$95.6 - $102.96 $7.65K - $8.24K
12.8K $1.27M
DE
Deere & CO

Industrials
-75
- 9.53%
$364.98 - $414.02 $27.4K - $31.1K
712 $266K
DLR
Digital Realty Trust, Inc.

Real Estate
-447
- 24.37%
$135.75 - $152.05 $60.7K - $68K
1.39K $210K
WFC
Wells Fargo & Company

Financial Services
-1.01K
- 20.12%
$56.41 - $62.34 $56.7K - $62.7K
3.99K $236K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-628
- 1.79%
$37.19 - $39.82 $23.4K - $25K
34.4K $1.32M
MPC
Marathon Petroleum Corp

Energy
-2
- 0.16%
$168.76 - $219.13 $338 - $438
1.26K $219K
WMT
Walmart Inc.

Consumer Defensive
-1.44K
- 16.52%
$58.85 - $68.9 $84.8K - $99.3K
7.28K $493K
VBR
Vanguard Small Cap Value ETF

ETFs
-85
- 6.21%
$177.65 - $191.11 $15.1K - $16.2K
1.28K $234K
WELL
Welltower Inc.

Real Estate
-509
- 19.24%
$88.31 - $105.01 $44.9K - $53.5K
2.14K $222K
IVV
Ishares Core S&P 500 ETF

ETFs
-31
- 4.04%
$497.53 - $549.64 $15.4K - $17K
736 $402K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-140
- 1.49%
$24.67 - $27.2 $3.45K - $3.81K
9.24K $245K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-94
- 0.63%
$40.83 - $44.89 $3.84K - $4.22K
14.8K $648K
COST
Costco Wholesale Corp

Consumer Defensive
-1
- 0.36%
$704.88 - $870.75 $705 - $871
280 $237K
IEMG
Ishares Inc

ETFs
-110
- 0.55%
$50.02 - $54.95 $5.5K - $6.04K
19.7K $1.06M
VV
Vanguard Large Cap ETF

ETFs
-91
- 0.63%
$227.27 - $251.65 $20.7K - $22.9K
14.3K $3.57M
SPY
Spdr S&P 500 ETF Trust

ETFs
-457
- 1.57%
$495.16 - $548.49 $226K - $251K
28.7K $15.6M
Activity Summary
Buys All Purchases 66 New Holdings 15 Increased Positions 51 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
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