Personal Wealth Partners Closed Positions in Q2 2022

Personal Wealth Partners

  • $0
  • Q2 2022
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
-1.98K
Closed
$183.02 - $230.52 $362K - $456K
0 $0
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-8.19K
Closed
$45.73 - $49.5 $374K - $405K
0 $0
CGW
Invesco ETF Tr Ii S&P Global W

ETFs
-7.52K
Closed
$42.34 - $53.04 $319K - $399K
0 $0
ABBV
Abb Vie Inc.

Healthcare
-2.4K
Closed
$137.62 - $174.96 $330K - $419K
0 $0
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-7.37K
Closed
$49.13 - $51.51 $362K - $380K
0 $0
VTV
Vanguard Value ETF

ETFs
-2.56K
Closed
$128.01 - $150.8 $328K - $386K
0 $0
IXN
Ishares Global Information Tec

ETFs
-6.4K
Closed
$44.6 - $58.78 $286K - $376K
0 $0
VNQ
Vanguard Specialized Funds Van

ETFs
-3.36K
Closed
$87.04 - $112.5 $292K - $377K
0 $0
GOOG
Alphabet Inc.

Communication Services
-125
Closed
$105.84 - $143.64 $13.2K - $18K
0 $0
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-7.44K
Closed
$40.48 - $47.83 $301K - $356K
0 $0
BMY
Bristol Myers Squibb CO

Healthcare
-4.13K
Closed
$72.62 - $79.98 $300K - $330K
0 $0
MELI
Mercadolibre Inc

Consumer Cyclical
-245
Closed
$612.7 - $1265.01 $150K - $310K
0 $0
BBY
Best Buy CO Inc

Consumer Cyclical
-3.19K
Closed
$65.19 - $97.79 $208K - $312K
0 $0
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-6.02K
Closed
$46.52 - $47.45 $280K - $286K
0 $0
NEE
Nextera Energy Inc

Utilities
-3.3K
Closed
$68.51 - $87.08 $226K - $287K
0 $0
IJK
Ishares S&P Midcap 400 Growth

ETFs
-3.54K
Closed
$61.85 - $78.06 $219K - $276K
0 $0
WMT
Walmart Inc.

Consumer Defensive
-1.8K
Closed
$118.29 - $159.87 $213K - $288K
0 $0
ABT
Abbott Laboratories

Healthcare
-2.17K
Closed
$102.07 - $123.37 $222K - $268K
0 $0
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
-1.41K
Closed
$74.48 - $91.47 $105K - $129K
0 $0
KO
Coca Cola CO

Consumer Defensive
-3.76K
Closed
$59.07 - $66.21 $222K - $249K
0 $0
GOOGL
Alphabet Inc.

Communication Services
-79
Closed
$105.81 - $142.97 $8.36K - $11.3K
0 $0
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-5.57K
Closed
$33.35 - $42.17 $186K - $235K
0 $0
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-2.01K
Closed
$99.0 - $100.08 $199K - $201K
0 $0
Activity Summary
Buys All Purchases 1 New Holdings 1 Increased Positions 0 Sells All Sells 74 Reductions 0 Sold out 74 Options Calls 0 Puts 0
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