Blue Edge Capital, LLC Buys Vanguard Mega Cap Growth ETF, Invesco Preferred ETF, iShares Core MSCI Europe ETF, Sells Vanguard Mega Cap Value ETF, iShares 10-20 Year Treasury Bond ETF, Vanguard REIT ETF

Author's Avatar
Feb 13, 2020
Article's Main Image
Richmond, VA, based Investment company Blue Edge Capital, LLC (Current Portfolio) buys Vanguard Mega Cap Growth ETF, Invesco Preferred ETF, iShares Core MSCI Europe ETF, Vanguard Mid-Cap ETF, iShares Core MSCI Emerging Markets ETF, sells Vanguard Mega Cap Value ETF, iShares 10-20 Year Treasury Bond ETF, Vanguard REIT ETF, Amazon.com Inc, The Home Depot Inc during the 3-months ended 2019Q4, according to the most recent filings of the investment company, Blue Edge Capital, LLC. As of 2019Q4, Blue Edge Capital, LLC owns 82 stocks with a total value of $298 million. These are the details of the buys and sells.

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
  1. Vanguard Growth ETF (VUG) - 183,773 shares, 11.22% of the total portfolio. Shares added by 7.02%
  2. Vanguard Value ETF (VTV) - 255,892 shares, 10.28% of the total portfolio. Shares added by 6.92%
  3. Vanguard FTSE Europe ETF (VGK) - 318,473 shares, 6.25% of the total portfolio. Shares added by 6.51%
  4. Vanguard FTSE Emerging Markets ETF (VWO) - 404,721 shares, 6.03% of the total portfolio. Shares added by 5.62%
  5. iShares 3-7 Year Treasury Bond ETF (IEI) - 106,598 shares, 4.49% of the total portfolio. Shares added by 11.71%
New Purchase: Vanguard Mega Cap Growth ETF (MGK)

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.



Here is the complete portfolio of Blue Edge Capital, LLC. Also check out:

1. Blue Edge Capital, LLC's Undervalued Stocks
2. Blue Edge Capital, LLC's Top Growth Companies, and
3. Blue Edge Capital, LLC's High Yield stocks
4. Stocks that Blue Edge Capital, LLC keeps buying