Waterford Advisors, LLC Purchases in Q2 2024

Waterford Advisors, LLC

  • $239 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
1.4K
+ 1.75%
$497.53 - $549.64 $697K - $769K
81.3K $44.5M
VUG
Vanguard Growth ETF

ETFs
362
+ 0.61%
$322.46 - $377.11 $117K - $137K
59.4K $22.2M
FNDE
Schwab Fundamental Emerging Mk

ETFs
4.21K
+ 1.65%
$27.2 - $30.7 $115K - $129K
259K $7.67M
NFG
National Fuel Gas CO

Energy
6.69K
New
$51.73 - $57.29 $346K - $383K
6.69K $362K
BND
Vanguard Bd Index Fd Inc Total

ETFs
4.9K
+ 47.97%
$70.55 - $72.66 $345K - $356K
15.1K $1.09M
AAPL
Apple Inc.

Technology
22
+ 0.26%
$165.0 - $216.67 $3.63K - $4.77K
8.37K $1.76M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
3.84K
+ 2.62%
$75.81 - $76.76 $291K - $295K
150K $11.5M
NVDA
Nvidia Corp

Technology
6.01K
+ 1009.06%
$118.11 - $1224.4 $710K - $7.36M
6.61K $816K
AMZN
Amazon Com Inc

Consumer Cyclical
1.07K
New
$173.67 - $197.85 $186K - $212K
1.07K $207K
MSFT
Microsoft Corp

Technology
15
+ 0.58%
$389.33 - $452.85 $5.84K - $6.79K
2.61K $1.17M
REET
Ishares Global Reit ETF

ETFs
6.38K
+ 2.52%
$21.86 - $23.58 $139K - $150K
259K $6.03M
JPM
Jpmorgan Chase & CO

Financial Services
100
+ 4.64%
$180.08 - $204.79 $18K - $20.5K
2.26K $456K
IBDP
Ishares Ibonds Dec 2024 Term C

ETFs
327
+ 0.3%
$24.98 - $25.13 $8.17K - $8.22K
108K $2.72M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
5
+ 0.85%
$455.1 - $504.28 $2.28K - $2.52K
596 $298K
V
Visa Inc.

Financial Services
100
+ 8.13%
$262.47 - $281.5 $26.2K - $28.2K
1.33K $349K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
20
+ 0.17%
$24.69 - $24.86 $494 - $497
11.8K $292K
BNDX
Vanguard Total International B

ETFs
2.91K
+ 1.0%
$48.24 - $49.07 $140K - $143K
294K $14.3M
VEA
Vanguard Ftse Developed Market

ETFs
3.48K
+ 1.07%
$47.83 - $51.21 $167K - $178K
328K $16.2M
SCHV
Schwab Strategic Tr Us Large C

ETFs
260
+ 0.51%
$71.74 - $75.86 $18.7K - $19.7K
51K $3.78M
VTV
Vanguard Value ETF

ETFs
1.38K
+ 1.1%
$154.57 - $163.65 $213K - $226K
127K $20.3M
SCHA
Schwab Strategic Tr Us Small C

ETFs
2.66K
+ 0.9%
$45.24 - $49.04 $120K - $130K
299K $14.2M
Activity Summary
Buys All Purchases 22 New Holdings 2 Increased Positions 20 Sells All Sells 11 Reductions 11 Sold out 0 Options Calls 0 Puts 0
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