News + Filings Holdings
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Wealthgate Family Office, LLC
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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SPDR S&P 500 ETF TRUST
| SPY | Common | 32,697 | -14,310 | 14,494,086,000 | -3,482,811,000 | 42.39 | |
Hist
| 06/30/2023 |
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VANGUARD INTERNATIONAL EQUITY INDEX FUNDS
| VWO | Common | 41,454 | -44,752 | 1,686,369,000 | -1,673,939,000 | 4.93 | |
Hist
| 06/30/2023 |
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TR ASSET MANAGEMENT L P
| IYG | Common | 18,417 | -3,529 | 2,909,708,000 | -547,236,000 | 8.51 | |
Hist
| 06/30/2023 |
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VANGUARD INDEX FUNDS
| VTI | Common | 7,176 | -674 | 1,580,700,000 | 79,823,000 | 4.62 | |
Hist
| 06/30/2023 |
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