Samantha Power

1 sale had no earlier recorded purchase and is excluded from realized P&L and win rate.

• 

  VTIVanguard Total Stk Mkt ETF Holding (VTI)

  76.9% port

  Shares

  10,237

  Price

  $361.93

  Avg Cost

  $293.06

  Mkt Val

  $3.71M

  Realized

  -

  Unrealized

  +$705K+23.5%

• 

  VCSHVanguard Short-Term Corporate Bond Holding (VCSH)

  15.5% port

  Shares

  9,617

  Price

  $77.80

  Avg Cost

  $77.99

  Mkt Val

  $748K

  Realized

  -

  Unrealized

  −$2K-0.2%

• 

  VOOVanguard 500 Index Fund SHS ETF Holding (VOO)

  4.5% port

  Shares

  321

  Price

  $675.99

  Avg Cost

  $544.40

  Mkt Val

  $217K

  Realized

  -

  Unrealized

  +$42K+24.2%

• 

  VTVVanguard Value ETF Holding (VTV)

  2.0% port

  Shares

  440

  Price

  $223.01

  Avg Cost

  $170.36

  Mkt Val

  $98K

  Realized

  -

  Unrealized

  +$23K+30.9%

• 

  VYMIVanguard INTL High Divid Yield ETF SHS Holding (VYMI)

  1.0% port

  Shares

  479

  Price

  $100.46

  Avg Cost

  $67.89

  Mkt Val

  $48K

  Realized

  -

  Unrealized

  +$16K+48.0%

• 

  VYMVanguard High DVD Yield ETF Holding (VYM)

  Shares

  -

  Price

  $159.08

  Avg Cost

  -

  Mkt Val

  -

  Realized

  -

  Unrealized

  -

• Total$4.82M

  Realized

  $0

  Unrealized

  +$784K

Ticker	Shares	CostAvg Cost	Price	MktMkt Val	Real.Est. Realized	Unrl.Est. Unrealized	% Port
VTIVanguard Total Stk Mkt ETF Holding (VTI)	10,237	$293.06	$361.93	$3.71M	-	+$705K+23.5%	76.9%
VCSHVanguard Short-Term Corporate Bond Holding (VCSH)	9,617	$77.99	$77.80	$748K	-	−$2K-0.2%	15.5%
VOOVanguard 500 Index Fund SHS ETF Holding (VOO)	321	$544.40	$675.99	$217K	-	+$42K+24.2%	4.5%
VTVVanguard Value ETF Holding (VTV)	440	$170.36	$223.01	$98K	-	+$23K+30.9%	2.0%
VYMIVanguard INTL High Divid Yield ETF SHS Holding (VYMI)	479	$67.89	$100.46	$48K	-	+$16K+48.0%	1.0%
VYMVanguard High DVD Yield ETF Holding (VYM)	-	No buy on record	$159.08	-	-	-	-
Total				$4.82M	$0	+$784K	100%

1-6 of 6 tickers