Transparent Wealth Partners LLC Closed Holding Positions

Transparent Wealth Partners LLC

  • $136 Million
  • Q1 2023
Stock Closed Quarter Shares Sold Price Range Trade History
VT
Vanguard Total World Stk Index

ETFs
Q2 2022 Filed on Aug 15, 2022
158,394
$83.88 - $102.77 $13.3M - $16.3M
IWD
Ishares Russell 1000 Val ETF

ETFs
Q2 2022 Filed on Aug 15, 2022
8,132
$140.99 - $168.41 $1.15M - $1.37M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
Q2 2022 Filed on Aug 15, 2022
20,645
$63.97 - $82.17 $1.32M - $1.7M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
Q2 2022 Filed on Aug 15, 2022
23,696
N/A
RWO
Spdr Dow Jones Global Real Est

ETFs
Q2 2022 Filed on Aug 15, 2022
36,908
$43.05 - $55.03 $1.59M - $2.03M
IWF
Ishares Russell 1000 Gr ETF

ETFs
Q2 2022 Filed on Aug 15, 2022
7,452
$209.9 - $283.21 $1.56M - $2.11M
VB
Vanguard Small Cap ETF

ETFs
Q2 2022 Filed on Aug 15, 2022
10,885
$170.7 - $214.67 $1.86M - $2.34M
IWM
Ishares Russell 2000 ETF

ETFs
Q2 2022 Filed on Aug 15, 2022
12,335
$163.9 - $207.91 $2.02M - $2.56M
IWR
Ishares Russell Mid Cap ETF

ETFs
Q2 2022 Filed on Aug 15, 2022
35,956
$62.75 - $78.76 $2.26M - $2.83M
VPU
Vanguard Utilities ETF

ETFs
Q2 2022 Filed on Aug 15, 2022
17,518
$141.44 - $166.95 $2.48M - $2.92M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
Q2 2022 Filed on Aug 15, 2022
10,585
$219.07 - $270.08 $2.32M - $2.86M
DHS
Wisdomtree Tr U.S

ETFs
Q2 2022 Filed on Aug 15, 2022
37,307
$80.0 - $91.19 $2.98M - $3.4M
IEMG
Ishares Inc

ETFs
Q2 2022 Filed on Aug 15, 2022
63,107
$48.46 - $57.45 $3.06M - $3.63M
FM
Ishares Msci Frontier And Sele

ETFs
Q2 2022 Filed on Aug 15, 2022
114,342
$26.74 - $33.56 $3.06M - $3.84M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
Q2 2022 Filed on Aug 15, 2022
47,985
$70.31 - $80.24 $3.37M - $3.85M
VEU
Vanguard Ftse All World Ex Us

ETFs
Q2 2022 Filed on Aug 15, 2022
70,784
$49.43 - $58.65 $3.5M - $4.15M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
Q2 2022 Filed on Aug 15, 2022
21,473
$48.34 - $58.27 $1.04M - $1.25M
MCHI
Ishares Msci China ETF

ETFs
Q2 2022 Filed on Aug 15, 2022
21,446
$45.78 - $56.49 $982K - $1.21M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
Q2 2022 Filed on Aug 15, 2022
6,509
$31.92 - $38.05 $208K - $248K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
Q2 2022 Filed on Aug 15, 2022
2,366
$81.27 - $102.58 $192K - $243K
HYG
Ishares Tr

ETFs
Q2 2022 Filed on Aug 15, 2022
3,300
$73.1 - $82.57 $241K - $272K
EUSB
Ishares Tr Esg Advanced Total

Technology
Q2 2022 Filed on Aug 15, 2022
6,899
$42.91 - $46.25 $296K - $319K
VCEB
Vanguard World Fd Esg U S Corp

ETFs
Q2 2022 Filed on Aug 15, 2022
4,767
$61.54 - $68.13 $293K - $325K
SHV
Ishares Tr

ETFs
Q2 2022 Filed on Aug 15, 2022
3,060
$109.96 - $110.28 $336K - $337K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
Q2 2022 Filed on Aug 15, 2022
7,579
$40.48 - $47.83 $307K - $363K
VTI
Vanguard Total Stock Market Et

ETFs
Q2 2022 Filed on Aug 15, 2022
1,696
$183.02 - $230.52 $310K - $391K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
Q2 2022 Filed on Aug 15, 2022
7,631
$99.2 - $114.57 $757K - $874K
IGE
Ishares Tr North Amern Nat Res

ETFs
Q2 2022 Filed on Aug 15, 2022
18,836
$35.4 - $45.43 $667K - $856K
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
Q2 2022 Filed on Aug 15, 2022
9,390
$32.77 - $37.53 $308K - $352K
DXJ
Wisdomtree Trust Japan Hedged

ETFs
Q2 2022 Filed on Aug 15, 2022
9,892
$61.61 - $66.72 $609K - $660K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
Q2 2022 Filed on Aug 15, 2022
46,618
$11.99 - $13.5 $559K - $629K
PFE
Pfizer Inc

Healthcare
Q1 2022 Filed on Apr 13, 2022
5,440
$45.75 - $56.69 $249K - $308K
SPT
Sprout Social, Inc.

Technology
Q1 2022 Filed on Apr 13, 2022
3,400
$52.7 - $87.06 $179K - $296K
IVE
Ishares S&P 500 Value ETF

ETFs
Q1 2022 Filed on Apr 13, 2022
1,380
$147.46 - $159.06 $203K - $220K
UNP
Union Pacific Corp

Industrials
Q1 2022 Filed on Apr 13, 2022
819
$238.04 - $276.69 $195K - $227K
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