Portfolio (Quarterly)
Guide ↗
VERITY Wealth Advisors
· CIK 0001763138| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 81 | MUB | ISHARES NATIONAL MUNI BOND ETF | — | 1,883.0 | $202K | 0.12% | NEW | — | $107.10 | -0.9% |
| 82 | VTI PUT | VANGUARD TOTAL STOCK MARKET ETF | — | 300.0 | $101K | 0.06% | NEW | — | $335.27 | +9.4% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
33.0%
Healthcare
15.3%
Industrials
12.8%
Utilities
9.7%
Consumer Defensive
8.2%
Consumer Cyclical
6.0%
Communication Services
5.8%
Energy
5.5%
Financial Services
3.7%