Portfolio (Quarterly)
Guide ↗
Sellwood Investment Partners LLC
· CIK 0001763958| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | VEA | VANGUARD TAX-MANAGED FDS | — | 39,888.0 | $2.6M | 1.01% | NEW | — | $64.08 | +11.8% |
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
Communication Services
33.0%
Energy
20.0%
Healthcare
15.4%
Industrials
11.5%
Consumer Cyclical
6.3%
Financial Services
6.1%
Consumer Defensive
4.6%
Basic Materials
3.1%