Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
ALTAVISTA WEALTH MANAGEMENT INC | 11-10-2021 | 09-30-2021 | 182 | 449,806,000 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
Vanguard Mid-Cap Value ETF | COM | 101 | $677,000 | 4,850 | 0.15 | 0.16 | -279 | -5.44 | 09-30-2021 |
General Mills Inc | COM | 102 | $674,000 | 11,261 | 0.15 | 0.17 | -1,600 | -12.44 | 09-30-2021 |
Capital One Financial Corp | COM | 103 | $664,000 | 4,100 | 0.15 | 0.17 | -900 | -18.00 | 09-30-2021 |
Sysco Corp | COM | 104 | $656,000 | 8,363 | 0.15 | 0.15 | -440 | -5.00 | 09-30-2021 |