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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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ITW | Illinois Tool Works Inc | Closed | $250.60 | $0 | 0 | 0% | -28,000 | -107 | 0 | N/A | |
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VXF | Vanguard Extended Market VI... | Closed | $173.42 | $0 | 0 | 0% | -9,000 | -60 | 0 | N/A | |
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IWS | iShares Tr Rssll Midcap Valu | Closed | $124.51 | $0 | 0 | 0% | -60,000 | -517 | 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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PFE | Pfizer Inc | Closed | $28.64 | $0 | 0 | 0% | -60,000 | -2,099 | 0 | N/A | |
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IVV | iShares Core S&P 500 Etf | Closed | $532.13 | $0 | 0 | 0% | -158,000 | -331 | 0 | N/A | |
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VOO | Vanguard S&P 500 Etf | Closed | $486.69 | $0 | 0 | 0% | -838,000 | -1,920 | 0 | N/A | |
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PGR | Progressive Corp | Closed | $209.22 | $0 | 0 | 0% | -157,000 | -987 | 0 | N/A | |
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VT | Vanguard Total World Stock ... | Closed | $112.48 | $0 | 0 | 0% | -21,000 | -145 | 0 | N/A | |
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VIGI | Vanguard International Divi... | Closed | $81.54 | $0 | 0 | 0% | -6,887,000 | -86,806 | 0 | N/A | |
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IJK | iShares S&P mC400/BARRA GR | Closed | $90.28 | $0 | 0 | 0% | -19,000 | -240 | 0 | N/A | |
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NKE | Nike Inc B | Closed | $92.18 | $0 | 0 | 0% | -5,000 | -51 | 0 | N/A | |
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HAS | Hasbro Inc | Closed | $60.13 | $0 | 0 | 0% | 0 | -2 | 0 | N/A | |
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SYK | Stryker Corp | Closed | $334.68 | $0 | 0 | 0% | -19,000 | -66 | 0 | N/A | |
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LLY | Eli Lilly & Co | Closed | $770.00 | $0 | 0 | 0% | -109,000 | -188 | 0 | N/A | |
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CRNC | Cerence Inc. | Closed | $3.99 | $0 | 0 | 0% | 0 | -21 | 0 | N/A | |
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FMC | FMC Corp | Closed | $63.98 | $0 | 0 | 0% | -31,000 | -500 | 0 | N/A | |
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WBD | Warner Bros Discovery Ord S... | Closed | $8.05 | $0 | 0 | 0% | 0 | -3 | 0 | N/A | |
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HBIO | Harvard Bioscience Inc | Closed | $3.37 | $0 | 0 | 0% | -1,000 | -300 | 0 | N/A | |
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VO | Vanguard Mid Cap VIPERS | Closed | $248.71 | $0 | 0 | 0% | -47,000 | -205 | 0 | N/A | |
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ON | On Semiconductor Corp | Closed | $73.17 | $0 | 0 | 0% | -16,000 | -200 | 0 | N/A | |
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HLN | Haleon plc | Closed | $8.51 | $0 | 0 | 0% | -6,000 | -741 | 0 | N/A | |
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PEG | Public Service Enterprise G... | Closed | $74.54 | $0 | 0 | 0% | -4,000 | -75 | 0 | N/A | |
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ITOT | iShares Core S&P Total US | Closed | $116.35 | $0 | 0 | 0% | -41,000 | -392 | 0 | N/A | |
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AEP | American Electric Power Co Inc | Closed | $92.67 | $0 | 0 | 0% | -81,000 | -1,000 | 0 | N/A | |
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PG | Procter & Gamble Co | Closed | $167.64 | $0 | 0 | 0% | -2,000 | -16 | 0 | N/A | |
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LUV | Southwest Airlines Co | Closed | $27.86 | $0 | 0 | 0% | -5,000 | -200 | 0 | N/A | |
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VIG | Vanguard Dividend Appreciat... | Closed | $184.06 | $0 | 0 | 0% | -206,000 | -1,212 | 0 | N/A | |
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VEGI | Ishares Msci Global Agricul... | Closed | $37.87 | $0 | 0 | 0% | -11,000 | -300 | 0 | N/A | |
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NVO | Novo Nordisk A/S (ADR) | Closed | $131.89 | $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 | $51.85 | $0 | 0 | 0% | -199,000 | -3,825 | 0 | N/A | |
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EDV | Vanguard Extended Dur Tre I... | Closed | $72.67 | $0 | 0 | 0% | -5,000 | -73 | 0 | N/A | |
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CCL | Carnival Corp | Closed | $15.00 | $0 | 0 | 0% | -3,000 | -200 | 0 | N/A | |
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DIS | Walt Disney Co | Closed | $103.25 | $0 | 0 | 0% | -55,000 | -618 | 0 | N/A | |
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VIAV | VIAVI Solutions Inc | Closed | $7.74 | $0 | 0 | 0% | -2,000 | -250 | 0 | N/A | |
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VV | Vanguard Large Cap VIPERS | Closed | $243.09 | $0 | 0 | 0% | -3,108,000 | -14,249 | 0 | N/A | |
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BND | Vanguard Total Bond Market ETF | Closed | $71.81 | $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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HAIN | Hain Celestial Group Inc | Closed | $7.38 | $0 | 0 | 0% | 0 | -66 | 0 | N/A | |
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ED | Consolidated Edison Inc | Closed | $97.10 | $0 | 0 | 0% | -102,000 | -1,125 | 0 | N/A | |
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IVW | ishares tr S&P 500 BARRA GR | Closed | $86.29 | $0 | 0 | 0% | -28,000 | -380 | 0 | N/A | |
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UPS | United Parcel Service Inc | Closed | $149.24 | $0 | 0 | 0% | -7,000 | -47 | 0 | N/A | |
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PPG | PPG Industries Inc | Closed | $134.44 | $0 | 0 | 0% | -30,000 | -201 | 0 | N/A | |
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PANW | Palo Alto Networks Inc | Closed | $317.85 | $0 | 0 | 0% | -92,000 | -315 | 0 | N/A | |
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VXUS | Vanguard Total Internationa... | Closed | $62.21 | $0 | 0 | 0% | -335,000 | -5,789 | 0 | N/A | |
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AZN | AstraZeneca Plc (ADR) | Closed | $76.90 | $0 | 0 | 0% | -3,000 | -54 | 0 | N/A | |
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NOC | Northrop Grumman Corp | Closed | $470.22 | $0 | 0 | 0% | -21,000 | -45 | 0 | N/A | |
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BBRY | Research In Motion Ltd (USA) | Closed | $2.94 | $0 | 0 | 0% | 0 | -50 | 0 | N/A | |
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OPEN | Opendoor Technologies Inc | Closed | $0.00 | $0 | 0 | 0% | -1,000 | -300 | 0 | N/A | |
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NUDM | Nushares Esg International ... | Closed | $0.00 | $0 | 0 | 0% | -383,000 | -13,046 | 0 | N/A | |
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BMY | Bristol-Myers Squibb Co | Closed | $44.03 | $0 | 0 | 0% | -102,000 | -2,000 | 0 | N/A | |
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DKS | Dicks Sporting Goods Inc | Closed | $194.54 | $0 | 0 | 0% | -1,000 | -10 | 0 | N/A | |
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WFC | Wells Fargo & Co | Closed | $61.08 | $0 | 0 | 0% | -11,000 | -241 | 0 | N/A | |
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VYM | Vanguard High Dividend Yiel... | Closed | $121.51 | $0 | 0 | 0% | -58,000 | -526 | 0 | N/A | |
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SCHW | Charles Schwab Corp | Closed | $78.78 | $0 | 0 | 0% | -18,000 | -271 | 0 | N/A | |
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FLO | Flowers Foods Inc | Closed | $24.45 | $0 | 0 | 0% | -30,000 | -1,336 | 0 | N/A | |
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GILD | Gilead Sciences Inc | Closed | $67.72 | $0 | 0 | 0% | -40,000 | -504 | 0 | N/A | |
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CL | Colgate Palmolive Co | Closed | $94.13 | $0 | 0 | 0% | -56,000 | -706 | 0 | N/A | |
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IWB | ishares trust Russell 1000 | Closed | $290.91 | $0 | 0 | 0% | -152,000 | -582 | 0 | N/A | |
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UNP | Union Pacific Corp | Closed | $244.97 | $0 | 0 | 0% | -450,000 | -1,833 | 0 | N/A | |
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PNC | PNC Financial Services Grou... | Closed | $160.35 | $0 | 0 | 0% | -20,000 | -131 | 0 | N/A | |
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HOOD | Robinhood Markets, Inc. | Closed | $20.09 | $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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HON | Honeywell International Inc | Closed | $205.97 | $0 | 0 | 0% | -37,000 | -180 | 0 | N/A | |
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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 | $265.80 | $0 | 0 | 0% | -41,000 | -179 | 0 | N/A | |
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BSV | Vanguard Short-Term Bond | Closed | $76.40 | $0 | 0 | 0% | 0 | -7 | 0 | N/A | |
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AMGN | Amgen Inc | Closed | $312.47 | $0 | 0 | 0% | -115,000 | -400 | 0 | N/A | |
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BSX | Boston Scientific Corp | Closed | $74.65 | $0 | 0 | 0% | -118,000 | -2,049 | 0 | N/A | |
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VTI | Vanguard Total Stock Market... | Closed | $262.30 | $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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RPD | Rapid7, Inc. | Closed | $38.11 | $0 | 0 | 0% | -95,000 | -1,670 | 0 | N/A | |
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JNJ | Johnson & Johnson | Closed | $154.64 | $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 | $147.08 | $0 | 0 | 0% | -3,000 | -30 | 0 | N/A | |
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LCID | Lucid Group, Inc. | Closed | $2.84 | $0 | 0 | 0% | 0 | -155 | 0 | N/A | |
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KO | Coca-Cola Co | Closed | $63.03 | $0 | 0 | 0% | -38,000 | -656 | 0 | N/A | |
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IWM | iShares Tr Russell 2000 Indx | Closed | $208.08 | $0 | 0 | 0% | -161,000 | -807 | 0 | N/A | |
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TMO | Thermo Fisher Scientific | Closed | $595.30 | $0 | 0 | 0% | -53,000 | -100 | 0 | N/A | |
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GE | General Electric Co | Closed | $159.89 | $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 | $350.63 | $0 | 0 | 0% | -11,169,000 | -35,930 | 0 | N/A | |
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IWV | iShares Tr Russell 3000 Indx | Closed | $302.51 | $0 | 0 | 0% | -32,000 | -120 | 0 | N/A | |
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GLW | Corning Inc | Closed | $35.35 | $0 | 0 | 0% | -3,000 | -100 | 0 | N/A | |
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MMM | 3M Co | Closed | $105.26 | $0 | 0 | 0% | -131,000 | -1,200 | 0 | N/A | |
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KLD | iShares KLD Select Social I... | Closed | $110.20 | $0 | 0 | 0% | -232,000 | -2,313 | 0 | N/A | |
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STRZB | Starz Class B | Closed | $9.95 | $0 | 0 | 0% | 0 | -17 | 0 | N/A | |
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NOK | Nokia Corporation (ADR) | Closed | $3.91 | $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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VTIP | Vanguard Short Term Inflati... | Closed | $48.16 | $0 | 0 | 0% | -9,000 | -190 | 0 | N/A | |
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LULU | Lululemon Athletica Inc | Closed | $334.95 | $0 | 0 | 0% | -12,000 | -25 | 0 | N/A | |
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IWF | iShares Russell 1000 Growth | Closed | $342.87 | $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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LOW | Lowes Companies Inc | Closed | $231.11 | $0 | 0 | 0% | -16,000 | -75 | 0 | N/A | |
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C | Citigroup Inc | Closed | $64.07 | $0 | 0 | 0% | -65,000 | -1,264 | 0 | N/A | |
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DVY | iShares Dow Select Div | Closed | $125.75 | $0 | 0 | 0% | -58,000 | -497 | 0 | N/A | |
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PEP | Pepsico Inc | Closed | $182.19 | $0 | 0 | 0% | -44,000 | -264 | 0 | N/A | |
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HSBC | HSBC Holdings plc (ADR) | Closed | $44.54 | $0 | 0 | 0% | -5,000 | -143 | 0 | N/A |
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