- New Purchases: MGK, PGX, VO, AAXJ, BRK.B,
- Added Positions: IEUR, VUG, VTV, IEI, VCSH, VGK, VWO, VPL, DGRW, IJT, IEMG, IJK, MBB, SCZ, IJS, IJJ, IVE, IVW, GUNR, VOO, STIP, KO,
- Reduced Positions: MGV, TLH, VNQ, AMZN, HD, AAPL, V, GOOGL, MSFT, UNH, SPY, BA, MCO, SBUX, PG, DE, LMT, JPM, MA, DAL, CAT, CVS, BLK, EOG, WFC, GOOG, BABA, CRM, INTC, VT, BOND,
- Sold Out: ACWX,
For the details of Blue Edge Capital, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/blue+edge+capital%2C+llc/current-portfolio/portfolio
These are the top 5 holdings of Blue Edge Capital, LLC- Vanguard Growth ETF (VUG) - 183,773 shares, 11.22% of the total portfolio. Shares added by 7.02%
- Vanguard Value ETF (VTV) - 255,892 shares, 10.28% of the total portfolio. Shares added by 6.92%
- Vanguard FTSE Europe ETF (VGK) - 318,473 shares, 6.25% of the total portfolio. Shares added by 6.51%
- Vanguard FTSE Emerging Markets ETF (VWO) - 404,721 shares, 6.03% of the total portfolio. Shares added by 5.62%
- iShares 3-7 Year Treasury Bond ETF (IEI) - 106,598 shares, 4.49% of the total portfolio. Shares added by 11.71%
Blue Edge Capital, LLC initiated holding in Vanguard Mega Cap Growth ETF. The purchase prices were between $128.65 and $146.41, with an estimated average price of $138.37. The stock is now traded at around $160.03. The impact to a portfolio due to this purchase was 4.34%. The holding were 88,871 shares as of .
New Purchase: Invesco Preferred ETF (PGX)Blue Edge Capital, LLC initiated holding in Invesco Preferred ETF. The purchase prices were between $14.7 and $15.12, with an estimated average price of $14.93. The stock is now traded at around $15.20. The impact to a portfolio due to this purchase was 1.51%. The holding were 300,257 shares as of .
New Purchase: Vanguard Mid-Cap ETF (VO)Blue Edge Capital, LLC initiated holding in Vanguard Mid-Cap ETF. The purchase prices were between $162.13 and $178.73, with an estimated average price of $172.01. The stock is now traded at around $185.60. The impact to a portfolio due to this purchase was 0.19%. The holding were 3,125 shares as of .
New Purchase: iShares MSCI All Country Asia ex Japan Index Fund (AAXJ)Blue Edge Capital, LLC initiated holding in iShares MSCI All Country Asia ex Japan Index Fund. The purchase prices were between $65.64 and $73.7, with an estimated average price of $70.06. The stock is now traded at around $73.08. The impact to a portfolio due to this purchase was 0.09%. The holding were 3,744 shares as of .
New Purchase: Berkshire Hathaway Inc (BRK.B)Blue Edge Capital, LLC initiated holding in Berkshire Hathaway Inc. The purchase prices were between $203.1 and $227.05, with an estimated average price of $217.51. The stock is now traded at around $226.47. The impact to a portfolio due to this purchase was 0.07%. The holding were 954 shares as of .
Added: iShares Core MSCI Europe ETF (IEUR)Blue Edge Capital, LLC added to a holding in iShares Core MSCI Europe ETF by 84.99%. The purchase prices were between $43.8 and $49.95, with an estimated average price of $47.37. The stock is now traded at around $49.72. The impact to a portfolio due to this purchase was 1.01%. The holding were 131,467 shares as of .
Added: iShares Core MSCI Emerging Markets ETF (IEMG)Blue Edge Capital, LLC added to a holding in iShares Core MSCI Emerging Markets ETF by 42.99%. The purchase prices were between $47.29 and $53.99, with an estimated average price of $50.63. The stock is now traded at around $52.95. The impact to a portfolio due to this purchase was 0.14%. The holding were 28,124 shares as of .
Sold Out: iShares MSCI ACWI Ex US Index Fund (ACWX)Blue Edge Capital, LLC sold out a holding in iShares MSCI ACWI Ex US Index Fund. The sale prices were between $44.83 and $49.24, with an estimated average price of $47.74.
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