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| Holdings Found : 100 | View All Holdings | Currently Viewing: Closed Positions | Page 1 of 1 | ||||
Menu |
Ticker | Company Name | Position Rank |
New/Closed Postion |
Last Close |
Value | Shares Held | % of Portfolio |
Value Change |
Change In Shares Held |
% of Company | Industry |
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CL | Colgate Palmolive Co | Closed | $93.30 | $0 | 0 | 0% | -56,000 | -706 | 0 | N/A | |
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IWB | ishares trust Russell 1000 | Closed | $290.42 | $0 | 0 | 0% | -152,000 | -582 | 0 | N/A | |
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UNP | Union Pacific Corp | Closed | $232.05 | $0 | 0 | 0% | -450,000 | -1,833 | 0 | N/A | |
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HON | Honeywell International Inc | Closed | $199.69 | $0 | 0 | 0% | -37,000 | -180 | 0 | N/A | |
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PNC | PNC Financial Services Grou... | Closed | $154.26 | $0 | 0 | 0% | -20,000 | -131 | 0 | N/A | |
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HOOD | Robinhood Markets, Inc. | Closed | $20.51 | $0 | 0 | 0% | -89,000 | -7,026 | 0 | N/A | |
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VEU | Vanguard FTSE All-World ETF | Closed | $57.31 | $0 | 0 | 0% | -13,000 | -238 | 0 | Closed - End Fund - F... | |
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EMXF | Ishares Esg Advanced Msci E... | Closed | $0.00 | $0 | 0 | 0% | -53,000 | -1,517 | 0 | N/A | |
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DHR | Danaher Corp | Closed | $262.78 | $0 | 0 | 0% | -41,000 | -179 | 0 | N/A | |
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BSV | Vanguard Short-Term Bond | Closed | $76.29 | $0 | 0 | 0% | 0 | -7 | 0 | N/A | |
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AMGN | Amgen Inc | Closed | $305.84 | $0 | 0 | 0% | -115,000 | -400 | 0 | N/A | |
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RPD | Rapid7, Inc. | Closed | $38.02 | $0 | 0 | 0% | -95,000 | -1,670 | 0 | N/A | |
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BSX | Boston Scientific Corp | Closed | $75.63 | $0 | 0 | 0% | -118,000 | -2,049 | 0 | N/A | |
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VTI | Vanguard Total Stock Market... | Closed | $261.87 | $0 | 0 | 0% | -1,258,000 | -5,303 | 0 | N/A | |
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DFIP | Dfa Dimensional Inflation-p... | Closed | $0.00 | $0 | 0 | 0% | 0 | -10 | 0 | N/A | |
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LCID | Lucid Group, Inc. | Closed | $2.78 | $0 | 0 | 0% | 0 | -155 | 0 | N/A | |
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JNJ | Johnson & Johnson | Closed | $146.97 | $0 | 0 | 0% | -348,000 | -2,224 | 0 | N/A | |
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NUEM | Nushares Esg Emerging Marke... | Closed | $0.00 | $0 | 0 | 0% | -14,000 | -540 | 0 | N/A | |
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PSX | Phillips 66 | Closed | $142.68 | $0 | 0 | 0% | -3,000 | -30 | 0 | N/A | |
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KO | Coca-Cola Co | Closed | $62.00 | $0 | 0 | 0% | -38,000 | -656 | 0 | N/A | |
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IWM | iShares Tr Russell 2000 Indx | Closed | $205.44 | $0 | 0 | 0% | -161,000 | -807 | 0 | N/A | |
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TMO | Thermo Fisher Scientific | Closed | $584.05 | $0 | 0 | 0% | -53,000 | -100 | 0 | N/A | |
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IWV | iShares Tr Russell 3000 Indx | Closed | $302.03 | $0 | 0 | 0% | -32,000 | -120 | 0 | N/A | |
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GE | General Electric Co | Closed | $167.33 | $0 | 0 | 0% | -3,000 | -26 | 0 | N/A | |
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VCEB | Vanguard Esg Us Corporate B... | Closed | $0.00 | $0 | 0 | 0% | -7,000 | -112 | 0 | N/A | |
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VUG | Vanguard Growth VIPERS | Closed | $355.46 | $0 | 0 | 0% | -11,169,000 | -35,930 | 0 | N/A | |
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GLW | Corning Inc | Closed | $36.28 | $0 | 0 | 0% | -3,000 | -100 | 0 | N/A | |
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MMM | 3M Co | Closed | $99.67 | $0 | 0 | 0% | -131,000 | -1,200 | 0 | N/A | |
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KLD | iShares KLD Select Social I... | Closed | $110.03 | $0 | 0 | 0% | -232,000 | -2,313 | 0 | N/A | |
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STRZB | Starz Class B | Closed | $8.50 | $0 | 0 | 0% | 0 | -17 | 0 | N/A | |
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VTIP | Vanguard Short Term Inflati... | Closed | $48.15 | $0 | 0 | 0% | -9,000 | -190 | 0 | N/A | |
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NOK | Nokia Corporation (ADR) | Closed | $3.85 | $0 | 0 | 0% | 0 | -60 | 0 | N/A | |
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NSC | Norfolk Southern Corp | Closed | $249.65 | $0 | 0 | 0% | -34,000 | -146 | 0 | Railroads | |
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VSGX | Vanguard Esg International ... | Closed | $0.00 | $0 | 0 | 0% | -3,606,000 | -65,235 | 0 | N/A | |
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LOW | Lowes Companies Inc | Closed | $215.21 | $0 | 0 | 0% | -16,000 | -75 | 0 | N/A | |
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LULU | Lululemon Athletica Inc | Closed | $303.01 | $0 | 0 | 0% | -12,000 | -25 | 0 | N/A | |
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IWF | iShares Russell 1000 Growth | Closed | $346.03 | $0 | 0 | 0% | -1,508,000 | -4,976 | 0 | N/A | |
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SRE | Sempra Energy | Closed | $71.98 | $0 | 0 | 0% | -34,000 | -458 | 0 | Electric Utilities | |
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C | Citigroup Inc | Closed | $63.58 | $0 | 0 | 0% | -65,000 | -1,264 | 0 | N/A | |
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DVY | iShares Dow Select Div | Closed | $123.18 | $0 | 0 | 0% | -58,000 | -497 | 0 | N/A | |
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PEP | Pepsico Inc | Closed | $177.99 | $0 | 0 | 0% | -44,000 | -264 | 0 | N/A | |
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HD | Home Depot Inc | Closed | $325.10 | $0 | 0 | 0% | -362,000 | -1,046 | 0 | N/A | |
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HSBC | HSBC Holdings plc (ADR) | Closed | $44.38 | $0 | 0 | 0% | -5,000 | -143 | 0 | N/A | |
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VTEB | Vanguard Tax Exempt Bond Etf | Closed | $49.74 | $0 | 0 | 0% | -2,348,000 | -46,004 | 0 | N/A | |
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VB | Vanguard Small Cap VIPERS | Closed | $222.59 | $0 | 0 | 0% | -100,000 | -472 | 0 | N/A | |
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NULV | Nushares Esg Large Cap Valu... | Closed | $0.00 | $0 | 0 | 0% | -28,000 | -785 | 0 | N/A | |
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EPD | Enterprise Products Partner... | Closed | $28.21 | $0 | 0 | 0% | -9,000 | -368 | 0 | N/A | |
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IJS | iShares S&P SmCp 600/BRR Vl | Closed | $99.56 | $0 | 0 | 0% | -24,000 | -237 | 0 | N/A | |
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VBK | Vanguard Small Cap Gr VIPERS | Closed | $253.07 | $0 | 0 | 0% | -1,539,000 | -6,365 | 0 | N/A | |
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ACWV | Ishares Msci All Country Wo... | Closed | $0.00 | $0 | 0 | 0% | -5,092,000 | -50,748 | 0 | N/A | |
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HII | Huntington Ingalls Industri... | Closed | $256.20 | $0 | 0 | 0% | -2,000 | -8 | 0 | N/A | |
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LGF.A | Lions Gate Entertainment Corp | Closed | $9.19 | $0 | 0 | 0% | 0 | -17 | 0 | N/A | |
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ESGV | Vanguard Esg Us Stock Etf | Closed | $0.00 | $0 | 0 | 0% | -12,274,000 | -144,299 | 0 | N/A | |
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EMR | Emerson Electric Co | Closed | $113.42 | $0 | 0 | 0% | -97,000 | -1,000 | 0 | N/A | |
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MSFT | Microsoft Corp | Closed | $430.16 | $0 | 0 | 0% | -1,323,000 | -3,519 | 0 | N/A | |
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CMF | iShares S&P CA AMT-Free Mun... | Closed | $56.56 | $0 | 0 | 0% | -15,499,000 | -267,515 | 0 | N/A | |
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SBUX | Starbucks Corp | Closed | $78.87 | $0 | 0 | 0% | -38,000 | -400 | 0 | N/A | |
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CVX | Chevron Corp | Closed | $157.75 | $0 | 0 | 0% | -18,000 | -125 | 0 | N/A | |
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INTC | Intel Corp | Closed | $30.72 | $0 | 0 | 0% | -52,000 | -1,052 | 0 | N/A | |
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BIV | Vanguard Intermediate-Term ... | Closed | $74.36 | $0 | 0 | 0% | -38,000 | -503 | 0 | N/A | |
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SUSC | Ishares Esg Usd Corporate Bond | Closed | $0.00 | $0 | 0 | 0% | -13,000 | -594 | 0 | N/A | |
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ITW | Illinois Tool Works Inc | Closed | $240.07 | $0 | 0 | 0% | -28,000 | -107 | 0 | N/A | |
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VXF | Vanguard Extended Market VI... | Closed | $171.24 | $0 | 0 | 0% | -9,000 | -60 | 0 | N/A | |
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IWS | iShares Tr Rssll Midcap Valu | Closed | $123.20 | $0 | 0 | 0% | -60,000 | -517 | 0 | N/A | |
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PFE | Pfizer Inc | Closed | $28.88 | $0 | 0 | 0% | -60,000 | -2,099 | 0 | N/A | |
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IVV | iShares Core S&P 500 Etf | Closed | $532.15 | $0 | 0 | 0% | -158,000 | -331 | 0 | N/A | |
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VOO | Vanguard S&P 500 Etf | Closed | $486.73 | $0 | 0 | 0% | -838,000 | -1,920 | 0 | N/A | |
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IJK | iShares S&P mC400/BARRA GR | Closed | $89.76 | $0 | 0 | 0% | -19,000 | -240 | 0 | N/A | |
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PGR | Progressive Corp | Closed | $203.91 | $0 | 0 | 0% | -157,000 | -987 | 0 | N/A | |
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VT | Vanguard Total World Stock ... | Closed | $111.99 | $0 | 0 | 0% | -21,000 | -145 | 0 | N/A | |
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VIGI | Vanguard International Divi... | Closed | $81.09 | $0 | 0 | 0% | -6,887,000 | -86,806 | 0 | N/A | |
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LLY | Eli Lilly & Co | Closed | $807.43 | $0 | 0 | 0% | -109,000 | -188 | 0 | N/A | |
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NKE | Nike Inc B | Closed | $91.75 | $0 | 0 | 0% | -5,000 | -51 | 0 | N/A | |
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HAS | Hasbro Inc | Closed | $60.66 | $0 | 0 | 0% | 0 | -2 | 0 | N/A | |
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SYK | Stryker Corp | Closed | $335.54 | $0 | 0 | 0% | -19,000 | -66 | 0 | N/A | |
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CRNC | Cerence Inc. | Closed | $3.21 | $0 | 0 | 0% | 0 | -21 | 0 | N/A | |
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FMC | FMC Corp | Closed | $61.76 | $0 | 0 | 0% | -31,000 | -500 | 0 | N/A | |
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WBD | Warner Bros Discovery Ord S... | Closed | $7.73 | $0 | 0 | 0% | 0 | -3 | 0 | N/A | |
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HLN | Haleon plc | Closed | $8.38 | $0 | 0 | 0% | -6,000 | -741 | 0 | N/A | |
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HBIO | Harvard Bioscience Inc | Closed | $3.16 | $0 | 0 | 0% | -1,000 | -300 | 0 | N/A | |
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VO | Vanguard Mid Cap VIPERS | Closed | $246.60 | $0 | 0 | 0% | -47,000 | -205 | 0 | N/A | |
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ON | On Semiconductor Corp | Closed | $72.56 | $0 | 0 | 0% | -16,000 | -200 | 0 | N/A | |
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PEG | Public Service Enterprise G... | Closed | $75.04 | $0 | 0 | 0% | -4,000 | -75 | 0 | N/A | |
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ITOT | iShares Core S&P Total US | Closed | $116.17 | $0 | 0 | 0% | -41,000 | -392 | 0 | N/A | |
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AEP | American Electric Power Co Inc | Closed | $88.97 | $0 | 0 | 0% | -81,000 | -1,000 | 0 | N/A | |
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VEGI | Ishares Msci Global Agricul... | Closed | $37.09 | $0 | 0 | 0% | -11,000 | -300 | 0 | N/A | |
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PG | Procter & Gamble Co | Closed | $165.33 | $0 | 0 | 0% | -2,000 | -16 | 0 | N/A | |
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LUV | Southwest Airlines Co | Closed | $26.84 | $0 | 0 | 0% | -5,000 | -200 | 0 | N/A | |
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VIG | Vanguard Dividend Appreciat... | Closed | $181.62 | $0 | 0 | 0% | -206,000 | -1,212 | 0 | N/A | |
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EDV | Vanguard Extended Dur Tre I... | Closed | $72.85 | $0 | 0 | 0% | -5,000 | -73 | 0 | N/A | |
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NVO | Novo Nordisk A/S (ADR) | Closed | $136.04 | $0 | 0 | 0% | -103,000 | -1,002 | 0 | N/A | |
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FRC | First Republic Bank | Closed | $0.02 | $0 | 0 | 0% | 0 | -327 | 0 | N/A | |
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SCHP | Schwab U.S. Tips Etf | Closed | $51.78 | $0 | 0 | 0% | -199,000 | -3,825 | 0 | N/A | |
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CCL | Carnival Corp | Closed | $15.13 | $0 | 0 | 0% | -3,000 | -200 | 0 | N/A | |
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DIS | Walt Disney Co | Closed | $101.76 | $0 | 0 | 0% | -55,000 | -618 | 0 | N/A | |
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VIAV | VIAVI Solutions Inc | Closed | $7.39 | $0 | 0 | 0% | -2,000 | -250 | 0 | N/A | |
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HAIN | Hain Celestial Group Inc | Closed | $6.92 | $0 | 0 | 0% | 0 | -66 | 0 | N/A | |
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VV | Vanguard Large Cap VIPERS | Closed | $243.08 | $0 | 0 | 0% | -3,108,000 | -14,249 | 0 | N/A | |
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BND | Vanguard Total Bond Market ETF | Closed | $71.67 | $0 | 0 | 0% | 0 | -11 | 0 | N/A | |
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VCNX | Vaccinex Inc | Closed | $0.11 | $0 | 0 | 0% | 0 | -270 | 0 | N/A |
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