West Financial Advisors, LLC Sells in Q4 2024

West Financial Advisors, LLC

  • $518 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
-115K
- 51.39%
$567.81 - $607.81 $65.2M - $69.8M
109K $63.7M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
-11K
- 5.98%
$47.65 - $48.6 $525K - $536K
173K $8.27M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-6.48K
- 7.93%
$91.29 - $91.8 $592K - $595K
75.2K $6.88M
VIG
Vanguard Dividend Appreciation

ETFs
-1.85K
- 3.73%
N/A
47.8K $8.7M
DUHP
Dimensional ETF Tr Dimensional

ETFs
-5.13K
- 1.29%
$33.62 - $35.69 $173K - $183K
394K $13.3M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-2.12K
- 9.89%
$100.18 - $109.1 $212K - $231K
19.3K $2.02M
VTI
Vanguard Total Stock Market Et

ETFs
-827
- 4.25%
$280.04 - $302.45 $232K - $250K
18.7K $5.41M
PFG
Principal Financial Group Inc

Financial Services
-579
- 23.64%
$74.91 - $91.26 $43.4K - $52.8K
1.87K $144K
MRK
Merck & Co., Inc.

Healthcare
-87
- 6.45%
$96.31 - $114.76 $8.38K - $9.98K
1.26K $125K
VBR
Vanguard Small Cap Value ETF

ETFs
-99
- 4.76%
$197.36 - $217.3 $19.5K - $21.5K
1.98K $392K
LLY
Eli Lilly & CO

Healthcare
-19
- 29.23%
$727.2 - $932.06 $13.8K - $17.7K
46 $35K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-111
- 11.88%
$126.68 - $134.74 $14.1K - $15K
823 $105K
VO
Vanguard Mid Cap ETF

ETFs
-57
- 0.65%
$261.5 - $284.63 $14.9K - $16.2K
8.68K $2.29M
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
-100
- 1.94%
$42.8 - $44.98 $4.28K - $4.5K
5.05K $220K
TROW
Price T Rowe Group Inc

Financial Services
-202
- 5.63%
$106.48 - $124.69 $21.5K - $25.2K
3.39K $382K
DGRO
Ishares Core Dividend Growth E

ETFs
-84
- 4.88%
$60.73 - $64.94 $5.1K - $5.45K
1.64K $100K
PG
Procter & Gamble CO

Consumer Defensive
-32
- 39.02%
$161.05 - $179.7 $5.15K - $5.75K
50 $8K
DFAU
Dimensional ETF Tr

ETFs
-20
- 22.22%
$39.27 - $42.38 $785 - $848
70 $2K
MGC
Vanguard Mega Cap ETF

ETFs
-70
- 1.84%
$204.21 - $220.18 $14.3K - $15.4K
3.73K $793K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-227
- 2.19%
$481.22 - $538.17 $109K - $122K
10.1K $5.17M
VXF
Vanguard Extended Market ETF

ETFs
-554
- 0.89%
$179.17 - $207.15 $99.3K - $115K
61.7K $11.7M
Activity Summary
Buys All Purchases 98 New Holdings 38 Increased Positions 60 Sells All Sells 22 Reductions 22 Sold out 0 Options Calls 0 Puts 0
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