Campbell Wealth Management quarter change: USA ETF, New
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2024-09-30 to 2024-12-31, Campbell Wealth Management opened 5 positions, added to 27, reduced 1, sold out of 4 and left 1 unchanged. The largest increase in value was BSV (+$28,229); the largest decrease was QQQ (-$79,023).
- VGT: Country of operation —; Class INF TECH ETF; Shares 2024-09-30 0; Shares 2024-12-31 843.
- IWR: Country of operation —; Class RUS MID CAP ETF; Shares 2024-09-30 0; Shares 2024-12-31 4,877.
- IWD: Country of operation —; Class RUS 1000 VAL ETF; Shares 2024-09-30 0; Shares 2024-12-31 1,518.
- FTEC: Country of operation —; Class MSCI INFO TECH I; Shares 2024-09-30 0; Shares 2024-12-31 1,188.
Two Form 13F-HR filings compared (SEC CIK 1736648): 2024-09-30 (filed 2024-10-28) and 2024-12-31 (filed 2025-01-30). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
| Stock | Country of operation | Class | Shares 2024-09-30 | Shares 2024-12-31 | Share change | Value 2024-09-30 | Value 2024-12-31 | Value change |
|---|---|---|---|---|---|---|---|---|
| VGT VANGUARD WORLD FD | INF TECH ETF | 0 | 843 | +843 | $0 | $524 | +$524 | |
| IWR ISHARES TR | RUS MID CAP ETF | 0 | 4,877 | +4,877 | $0 | $431 | +$431 | |
| IWD ISHARES TR | RUS 1000 VAL ETF | 0 | 1,518 | +1,518 | $0 | $281 | +$281 | |
| FTEC FIDELITY COVINGTON TRUST | MSCI INFO TECH I | 0 | 1,188 | +1,188 | $0 | $220 | +$220 | |
| VTI VANGUARD INDEX FDS | TOTAL STK MKT | 0 | 714 | +714 | $0 | $207 | +$207 |
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