Portfolio (Quarterly)
Guide ↗
VESTIA PERSONAL WEALTH ADVISORS
· CIK 0002033299| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | VIG | VANGUARD DIVIDEND APPRECIATION ETF | — | 1,027.0 | $221K | 0.10% | -10.0 | -1.0% | $215.14 | +8.3% |
| 22 | — | INSPIREMD INC COM | — | 24,425.0 | $40K | 0.02% | -18K | -42.4% | $1.63 | — |
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
37.0%
Communication Services
12.6%
Consumer Defensive
10.6%
Consumer Cyclical
10.1%
Financial Services
8.2%
Energy
7.9%
Healthcare
7.8%
Industrials
5.9%