VWA
GTM

VERITY Wealth Advisors’s ZoomInfo Technologies GTM Stock Holding History

VERITY Wealth Advisors’s Portfolio GTM Stock Details GTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-3,774
Closed -$225K – 72
2022
Q1 		$225K Hold
3,774
– – 0.2% 60
2021
Q4 		$242K Buy
+3,774
New +$242K 0.2% 61