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| Name: |
CONSULTIVA WEALTH MANAGEMENT CORP. |
| City: |
SAN JUAN |
| State: |
PR |
| Zip: |
00918 |
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| Achive
data |
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Filing Period: |
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| Holdings
Found :
3 |
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Increased Positions |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
VOO |
Vanguard S&P 500 Etf |
1 |
- |
$486.73 |
$3,077,000 |
6,401 |
28.82% |
-85,281,000 |
6,176 |
0.001 |
Closed - End Fund - E... |
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VYM |
Vanguard High Dividend Yiel... |
2 |
- |
$119.38 |
$2,174,000 |
17,969 |
20.37% |
-16,320,000 |
17,790 |
0.005 |
Closed - End Fund - Debt |
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VB |
Vanguard Small Cap VIPERS |
4 |
- |
$222.59 |
$1,100,000 |
4,810 |
10.3% |
-60,618,000 |
4,484 |
0.003 |
Closed - End Fund - E... |
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