Notify me when VERITY Wealth Advisors files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 81 | $161,067,081 | +$2,356,961 | -$2,104,077 | +$252,884 | VTI, IVV, VEU, VWO, VEA | 13F-HR | 07 Jan 2026, 13:23 |
| Q3 2025 | 78 | $158,334,071 | +$1,594,428 | -$2,034,058 | -$439,630 | VTI, IVV, VEU, VWO, MSFT | 13F-HR | 17 Oct 2025, 12:24 |
| Q2 2025 | 75 | $148,870,332 | +$2,568,298 | -$972,105 | +$1,596,193 | VTI, IVV, VEU, VWO, MSFT | 13F-HR | 07 Aug 2025, 20:30 |
| Q1 2025 | 72 | $134,929,278 | +$796,152 | -$2,684,993 | -$1,888,841 | VTI, IVV, VEU, VWO, VEA | 13F-HR | 22 Apr 2025, 14:38 |
| Q4 2024 | 72 | $138,548,071 | +$4,663,407 | -$1,297,141 | +$3,366,266 | VTI, IVV, VEU, MSFT, VWO | 13F-HR | 07 Feb 2025, 15:18 |
| Q3 2024 | 73 | $142,233,500 | +$2,784,592 | -$884,272 | +$1,900,320 | VTI, IVV, VEU, VWO, MSFT | 13F-HR | 02 Oct 2024, 21:34 |
| Q2 2024 | 74 | $133,499,638 | +$1,173,091 | -$514,802 | +$658,289 | VTI, IVV, VEU, MSFT, VWO | 13F-HR | 02 Aug 2024, 15:37 |
| Q1 2024 | 74 | $130,340,579 | +$7,335,506 | -$1,561,929 | +$5,773,577 | VTI, IVV, VEU, MSFT, VWO | 13F-HR | 04 Apr 2024, 18:25 |
| Q4 2023 | 71 | $116,338,178 | +$4,204,870 | -$4,384,727 | -$179,857 | VTI, IVV, VEU, VWO, MSFT | 13F-HR | 04 Jan 2024, 15:15 |
| Q3 2023 | 66 | $106,268,632 | +$627,615 | -$1,429,319 | -$801,704 | VTI, IVV, VEU, VWO, MSFT | 13F-HR | 26 Oct 2023, 11:29 |
| Q2 2023 | 69 | $111,357,337 | +$2,090,327 | -$3,512,487 | -$1,422,160 | VTI, IVV, VEU, VWO, MSFT | 13F-HR | 27 Jul 2023, 17:09 |
| Q1 2023 | 73 | $107,845,570 | +$774,995 | -$456,300 | +$318,695 | VTI, IVV, VEU, VWO, HEFA | 13F-HR | 08 May 2023, 16:48 |
| Q4 2022 | 73 | $101,918,144 | +$1,806,014 | -$3,851,292 | -$2,045,278 | VTI, IVV, VEU, VWO, HEFA | 13F-HR | 11 Jan 2023, 14:03 |
| Q3 2022 | 68 | $97,489,000 | +$2,453,549 | -$1,218,549 | +$1,235,000 | VTI, IVV, VEU, SCHZ, VWO | 13F-HR | 27 Oct 2022, 14:26 |
| Q2 2022 | 67 | $102,908,000 | +$8,336,079 | -$3,094,887 | +$5,241,192 | VTI, IVV, VEU, SCHZ, VWO | 13F-HR | 11 Jul 2022, 18:17 |
| Q1 2022 | 63 | $113,169,000 | +$4,034,516 | -$3,127,083 | +$907,433 | VTI, IVV, VEU, SCHZ, VWO | 13F-HR | 11 Apr 2022, 15:20 |
| Q4 2021 | 66 | $120,407,000 | +$3,953,398 | -$2,750,450 | +$1,202,948 | VTI, IVV, VEU, SCHZ, VWO | 13F-HR | 20 Jan 2022, 13:45 |
| Q3 2021 | 61 | $111,830,000 | +$3,790,052 | -$1,020,239 | +$2,769,813 | VTI, IVV, VEU, SCHZ, VWO | 13F-HR | 13 Oct 2021, 17:46 |
| Q2 2021 | 56 | $110,227,000 | +$859,820 | -$10,564,468 | -$9,704,648 | VTI, IVV, VEU, SCHZ, VWO | 13F-HR | 03 Aug 2021, 12:17 |
| Q1 2021 | 55 | $112,961,000 | +$642,428 | -$2,019,676 | -$1,377,248 | VTI, IVV, VEU, SCHZ, ACWX | 13F-HR | 10 May 2021, 11:05 |
| Q4 2020 | 56 | $109,985,000 | +$4,658,184 | -$1,668,762 | +$2,989,422 | VTI, IVV, VEU, SCHZ, ACWX | 13F-HR | 09 Feb 2021, 13:40 |
| Q3 2020 | 49 | $97,941,000 | +$1,449,793 | -$2,403,735 | -$953,942 | VTI, IVV, SCHZ, VEU, ACWX | 13F-HR | 05 Oct 2020, 14:12 |
| Q2 2020 | 49 | $93,581,000 | +$10,968,808 | -$2,035,278 | +$8,933,530 | VTI, IVV, SCHZ, VEU, ACWX | 13F-HR | 21 Jul 2020, 13:13 |
| Q1 2020 | 43 | $73,588,000 | +$4,944,045 | -$18,999,743 | -$14,055,698 | VTI, IVV, SCHZ, ACWX, VEU | 13F-HR | 13 Apr 2020, 11:45 |
| Q4 2019 | 49 | $103,874,000 | +$1,487,468 | -$4,297,918 | -$2,810,450 | VTI, SCHZ, IVV, USMV, SCHX | 13F-HR | 13 Jan 2020, 20:32 |
| Q3 2019 | 51 | $101,570,000 | +$1,087,618 | -$1,700,580 | -$612,962 | VTI, SCHZ, USMV, IVV, SCHX | 13F-HR | 11 Oct 2019, 10:27 |
| Q2 2019 | 49 | $101,658,000 | +$6,205,258 | -$5,051,645 | +$1,153,613 | VTI, SCHZ, USMV, IVV, HEFA | 13F-HR | 01 Aug 2019, 13:19 |
| Q1 2019 | 50 | $97,845,000 | +$4,292,071 | -$2,376,596 | +$1,915,475 | VTI, USMV, HEFA, IVV, SCHZ | 13F-HR | 03 Apr 2019, 16:50 |
| Q4 2018 | 48 | $86,937,000 | $0 | $0 | $0 | VTI, USMV, HEFA, IVV, VEU | 13F-HR | 24 Jan 2019, 18:27 |