Wealth Architects, LLC Purchases and Sells in Q4 2024

Wealth Architects, LLC

$827 Million
Q4 2024

Top Buys

Incresed Positions

66 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VIG	9.32K + 3.94%	N/A	246K $44.8M
AVUV	12.4K + 6.12%	$94.37 - $106.41 $1.17M - $1.32M	216K $20.8M
SPY	693 + 2.63%	$567.81 - $607.81 $393K - $421K	27K $15.8M
IJR	12.1K + 2.61%	$113.92 - $127.38 $1.38M - $1.54M	476K $54.8M
RKLB	6.03K + 25.46%	$9.23 - $28.44 $55.7K - $172K	29.7K $757K
PG	2.88K + 36.5%	$161.05 - $179.7 $464K - $518K	10.8K $1.81M

New Holdings

11 operations

Stock	Shares change	Price Range	Shares Held	Trade History
XLK	6.04K New	$220.26 - $241.44 $1.33M - $1.46M	6.04K $1.4M
SGOV	5.88K New	$100.16 - $100.7 $589K - $592K	5.88K $590K
ISTB	5.83K New	$47.58 - $48.56 $278K - $283K	5.83K $278K
GIS	3.95K New	$62.78 - $74.62 $248K - $295K	3.95K $251K
JEF	2.9K New	$61.95 - $81.75 $179K - $237K	2.9K $227K
EW	2.87K New	$64.54 - $75.92 $185K - $218K	2.87K $212K

Top Sells

Reduced Positions

104 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IEFA	-1.49K - 0.64%	$70.06 - $77.43 $104K - $115K	233K $16.4M
VTV	-5.28K - 3.38%	$168.32 - $181.87 $888K - $960K	151K $25.6M
SCZ	-1.13K - 0.6%	$60.13 - $67.31 $68K - $76.1K	186K $11.3M
DFUV	-12.6K - 1.8%	$40.38 - $44.35 $510K - $560K	689K $28.2M
VBR	-2.25K - 1.7%	$197.36 - $217.3 $443K - $488K	130K $25.7M
AMD	-1 - 0.01%	$118.88 - $172.8 $119 - $173	15.3K $1.85M

Activity Summary All Purchases 77 New Holdings 11 Increased Positions 66 All Sells 104 Reductions 104 Sold out 0 Calls 0 Puts 0

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