Portfolio (Quarterly)
Guide ↗
Vestwell Advisors, LLC
· CIK 0002081474| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | ANGL | VanEck | — | 1.0 | $22.0 | — | NEW | — | $22.00 | +32.3% |
| 2 | SPSB | SPDR | — | — | $8.0 | — | NEW | — | — | — |
| 3 | SCHR | Schwab Strategic Tr | — | — | $7.0 | — | NEW | — | — | — |
| 4 | VO | Vanguard Index FDS | — | — | $4.0 | — | NEW | — | — | — |
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.