VERITY Wealth Advisors

13F Filings History

Latest 13F report
Q3 2024 - Oct 3, 2024
Value $
$142M
Signature - Title
Robert Oliver - Principal
Location
Sausalito, US
Summary
This page shows a list of all the recent 13F filings made by VERITY Wealth Advisors. Form 13F is required to be filed within 45 days of the end of a calendar quarter. VERITY Wealth Advisors reported 73 stock holdings with total value $142M as of Q3 2024. Top holdings included VTI, IVV, VEU, VWO, and MSFT.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 73 $142M +$2.78M -$884K +$1.9M VTI, IVV, VEU, VWO, MSFT 13F-HR 10/2/2024, 09:34 PM
Q2 2024 74 $133M +$1.17M -$515K +$658K VTI, IVV, VEU, MSFT, VWO 13F-HR 8/2/2024, 03:37 PM
Q1 2024 74 $130M +$7.34M -$1.56M +$5.77M VTI, IVV, VEU, MSFT, VWO 13F-HR 4/4/2024, 06:25 PM
Q4 2023 71 $116M +$4.2M -$4.38M -$180K VTI, IVV, VEU, VWO, MSFT 13F-HR 1/4/2024, 03:15 PM
Q3 2023 66 $106M +$628K -$1.43M -$802K VTI, IVV, VEU, VWO, MSFT 13F-HR 10/26/2023, 11:29 AM
Q2 2023 69 $111M +$2.09M -$3.51M -$1.42M VTI, IVV, VEU, VWO, MSFT 13F-HR 7/27/2023, 05:09 PM
Q1 2023 73 $108M +$775K -$456K +$319K VTI, IVV, VEU, VWO, HEFA 13F-HR 5/8/2023, 04:48 PM
Q4 2022 73 $102M +$1.81M -$3.85M -$2.05M VTI, IVV, VEU, VWO, HEFA 13F-HR 1/11/2023, 02:03 PM
Q3 2022 68 $97.5M +$2.45M -$1.22M +$1.24M VTI, IVV, VEU, SCHZ, VWO 13F-HR 10/27/2022, 02:26 PM
Q2 2022 67 $103M +$8.34M -$3.09M +$5.24M VTI, IVV, VEU, SCHZ, VWO 13F-HR 7/11/2022, 06:17 PM
Q1 2022 63 $113M +$4.03M -$3.13M +$907K VTI, IVV, VEU, SCHZ, VWO 13F-HR 4/11/2022, 03:20 PM
Q4 2021 66 $120M +$3.95M -$2.75M +$1.2M VTI, IVV, VEU, SCHZ, VWO 13F-HR 1/20/2022, 01:45 PM
Q3 2021 61 $112M +$3.79M -$1.02M +$2.77M VTI, IVV, VEU, SCHZ, VWO 13F-HR 10/13/2021, 05:46 PM
Q2 2021 56 $110M +$860K -$10.6M -$9.7M VTI, IVV, VEU, SCHZ, VWO 13F-HR 8/3/2021, 12:17 PM
Q1 2021 55 $113M +$642K -$2.02M -$1.38M VTI, IVV, VEU, SCHZ, ACWX 13F-HR 5/10/2021, 11:05 AM
Q4 2020 56 $110M +$4.66M -$1.67M +$2.99M VTI, IVV, VEU, SCHZ, ACWX 13F-HR 2/9/2021, 01:40 PM
Q3 2020 49 $97.9M +$1.45M -$2.4M -$954K VTI, IVV, SCHZ, VEU, ACWX 13F-HR 10/5/2020, 02:12 PM
Q2 2020 49 $93.6M +$11M -$2.04M +$8.93M VTI, IVV, SCHZ, VEU, ACWX 13F-HR 7/21/2020, 01:13 PM
Q1 2020 43 $73.6M +$4.94M -$19M -$14.1M VTI, IVV, SCHZ, ACWX, VEU 13F-HR 4/13/2020, 11:45 AM
Q4 2019 49 $104M +$1.49M -$4.3M -$2.81M VTI, SCHZ, IVV, USMV, SCHX 13F-HR 1/13/2020, 08:32 PM
Q3 2019 51 $102M +$1.09M -$1.7M -$613K VTI, SCHZ, USMV, IVV, SCHX 13F-HR 10/11/2019, 10:27 AM
Q2 2019 49 $102M +$6.21M -$5.05M +$1.15M VTI, SCHZ, USMV, IVV, HEFA 13F-HR 8/1/2019, 01:19 PM
Q1 2019 50 $97.8M +$4.29M -$2.38M +$1.92M VTI, USMV, HEFA, IVV, SCHZ 13F-HR 4/3/2019, 04:50 PM
Q4 2018 48 $86.9M $0 $0 VTI, USMV, HEFA, IVV, VEU 13F-HR 1/24/2019, 06:27 PM