WBH ADVISORY INC

13F Filings History

Latest 13F report
Q3 2024 - Oct 15, 2024
Value $
$1.06B
Signature - Title
Conor Renn - Portfolio Analyst & Trader
Location
Baltimore, MD
Summary
This page shows a list of all the recent 13F filings made by WBH ADVISORY INC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. WBH ADVISORY INC reported 324 stock holdings with total value $1.06B as of Q3 2024. Top holdings included VGT, VTI, SCHB, VXUS, and XLK.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 324 $1.06B +$36.8M -$26.1M +$10.7M VGT, VTI, SCHB, VXUS, XLK 13F-HR 10/15/2024, 02:44 PM
Q2 2024 310 $988M +$31.9M -$27.2M +$4.69M VGT, VTI, SCHB, VXUS, XLK 13F-HR 7/11/2024, 01:52 PM
Q1 2024 310 $972M +$44M -$28.4M +$15.6M VGT, VTI, SCHB, VXUS, XLK 13F-HR 4/16/2024, 01:59 PM
Q4 2023 305 $899M +$45.9M -$40.6M +$5.31M VGT, VTI, SCHB, VXUS, XLK 13F-HR 1/9/2024, 04:48 PM
Q3 2023 290 $815M +$31.3M -$28M +$3.35M VGT, VTI, SCHB, VXUS, XLK 13F-HR 10/10/2023, 12:39 PM
Q2 2023 298 $844M +$28.9M -$28M +$871K VGT, VTI, SCHB, VXUS, XLK 13F-HR 7/12/2023, 02:53 PM
Q1 2023 296 $801M +$88.8M -$70.6M +$18.2M VGT, VTI, SCHB, VXUS, XLK 13F-HR 4/20/2023, 02:57 PM
Q3 2022 286 $693M +$70.7M -$73.8M -$3.11M VGT, VTI, SCHB, VHT, VB 13F-HR 10/18/2022, 11:09 AM
Q2 2022 300 $749M +$81.7M -$73.5M +$8.26M VGT, VTI, VUSB, VOOV, SCHB 13F-HR 7/12/2022, 04:43 PM
Q1 2022 312 $814M +$97.8M -$52.5M +$45.3M VGT, VTI, SCHB, VHT, XLK 13F-HR 4/29/2022, 01:21 PM
Q4 2021 307 $877M +$105M -$28.8M +$76.4M VGT, VTI, SCHB, XLK, VB 13F-HR 1/28/2022, 01:38 PM
Q3 2021 287 $743M +$87M -$8.4M +$78.6M VGT, VTI, SCHB, XLK, VB 13F-HR 10/25/2021, 10:14 AM
Q2 2021 262 $682M +$29.2M -$16.1M +$13.1M VGT, VTI, SCHB, VHT, VB 13F-HR 7/27/2021, 10:19 AM
Q1 2021 259 $618M +$32M -$8.35M +$23.6M VGT, VTI, SCHB, VB, VHT 13F-HR 4/19/2021, 11:03 AM
Q4 2020 254 $579M +$23.7M -$13.1M +$10.6M VGT, VTI, SCHB, VHT, VB 13F-HR 1/21/2021, 01:34 PM
Q3 2020 243 $495M +$39.1M -$14M +$25.1M VGT, VTI, SCHB, VHT, VB 13F-HR 10/27/2020, 04:43 PM
Q2 2020 230 $410M +$21.4M -$16.7M +$4.75M VTI, SCHB, VHT, VB, VT 13F-HR 8/5/2020, 04:23 PM
Q1 2020 215 $369M +$37.2M -$36.8M +$311K VGT, VTI, VHT, SCHB, VT 13F-HR 5/7/2020, 04:32 PM
Q4 2019 244 $469M +$13.3M -$11.1M +$2.16M VGT, VTI, SCHB, VHT, VB 13F-HR 1/27/2020, 05:05 PM
Q3 2019 237 $437M +$13.1M -$10.4M +$2.77M VGT, VTI, SCHB, VHT, VB 13F-HR 10/25/2019, 10:24 AM
Q2 2019 233 $431M +$7.18M -$12.3M -$5.12M VGT, VTI, VHT, SCHB, VB 13F-HR 8/2/2019, 02:42 PM
Q1 2019 232 $420M +$18.9M -$10.7M +$8.26M VGT, VTI, VHT, SCHB, VB 13F-HR 4/22/2019, 02:48 PM
Q4 2018 224 $368M +$23.8M -$15.7M +$8.07M VGT, VTI, VHT, VB, SCHB 13F-HR 1/29/2019, 10:55 AM
Q3 2018 247 $413M +$14.3M -$8.6M +$5.72M VGT, VTI, VHT, VB, SCHB 13F-HR 10/29/2018, 04:27 PM
Q2 2018 231 $379M +$10.5M -$3.93M +$6.58M VGT, VTI, VHT, VB, VFH 13F-HR 7/31/2018, 01:00 PM
Q1 2018 225 $368M +$9.66M -$6.98M +$2.68M VGT, VTI, VHT, VB, VFH 13F-HR 4/30/2018, 12:46 PM
Q4 2017 223 $371M +$7.99M -$9.2M -$1.21M VGT, VTI, VHT, VB, VFH 13F-HR 1/31/2018, 04:41 PM
Q3 2017 221 $349M +$6.71M -$7.39M -$672K VGT, VHT, VTI, VB, VFH 13F-HR 11/29/2017, 12:02 PM
Q2 2017 227 $330M +$7.92M -$9.5M -$1.58M VGT, VHT, VTI, VB, VFH 13F-HR 7/21/2017, 03:47 PM
Q1 2017 229 $332M +$23.2M -$3.38M +$19.8M VGT, VTI, VHT, VB, VFH 13F-HR 4/21/2017, 12:20 PM
Q4 2016 221 $300M +$11.7M -$10.5M +$1.21M VGT, VTI, VB, VHT, VFH 13F-HR 1/20/2017, 10:07 AM
Q3 2016 223 $292M +$36.5M -$6.71M +$29.8M VGT, VHT, VTI, VB, VFH 13F-HR 10/24/2016, 02:25 PM
Q2 2016 197 $257M +$6.41M -$9M -$2.59M VGT, VHT, VTI, VB, VFH 13F-HR 7/25/2016, 11:08 AM
Q1 2016 198 $250M +$11.7M -$8.43M +$3.23M VGT, VHT, VTI, VB, VFH 13F-HR 4/15/2016, 12:22 PM
Q4 2015 197 $286M +$14.7M -$14.4M +$348K GRPN, VGT, VHT, VTI, VB 13F-HR 1/19/2016, 02:53 PM
Q3 2015 194 $235M +$12.2M -$11.6M +$594K VGT, VHT, VB, VTI, VFH 13F-HR 10/15/2015, 11:01 AM
Q2 2015 197 $254M +$5.8M -$11M -$5.18M VGT, VHT, VB, VTI, VFH 13F-HR 7/20/2015, 02:51 PM
Q1 2015 213 $262M +$15.9M -$19.8M -$3.88M VGT, VHT, VB, VTI, VFH 13F-HR 4/22/2015, 04:01 PM
Q4 2014 210 $265M +$6.89M -$12M -$5.11M VGT, VHT, VB, VFH, VTI 13F-HR 1/23/2015, 02:43 PM
Q3 2014 212 $259M +$7.84M -$6.71M +$1.13M VGT, VHT, VB, VFH, VTI 13F-HR 10/17/2014, 01:56 PM
Q2 2014 214 $264M +$8.85M -$4.83M +$4.02M VGT, VB, VHT, VFH, VEU 13F-HR 7/21/2014, 02:42 PM
Q1 2014 214 $251M +$12.5M -$11.4M +$1.03M VGT, VB, VHT, VFH, VEU 13F-HR 4/29/2014, 04:22 PM
Q4 2013 204 $248M $0 $0 VGT, VB, VHT, VEU, VFH New Holdings 2/19/2014, 12:32 PM
Q4 2013 202 $247M $0 $0 VGT, VB, VHT, VEU, VFH 13F-HR 1/27/2014, 11:53 AM