- New Purchases: VGSH, IWN, VIG, TFC,
- Added Positions: IXUS, VBR, DVY, BNDX, VTI, VEU, BND, VNQ, UDR, AOA, VB, MRK, PFE, VZ, ABBV, JNJ, HON, HD, BDN, AEP,
- Reduced Positions: VV, MGC, BSV, VO, LOW, NDAQ, KMX, IJH, MSFT, DUK, AOM, IWD, AOR, MCD, MDLZ, AOK, GE, KO,
- Sold Out: BBK, BAC, COF, CMCSA, JPM, PEP, CVX, UNP, VUG, VXUS, FB, VLO,
For the details of Verus Financial Partners, Inc.'s stock buys and sells, go to https://www.gurufocus.com/guru/verus+financial+partners%2C+inc./current-portfolio/portfolio
These are the top 5 holdings of Verus Financial Partners, Inc.- Vanguard Short-Term Bond (BSV) - 933,306 shares, 23.39% of the total portfolio. Shares reduced by 1.27%
- Vanguard Total Stock Market (VTI) - 594,400 shares, 23.36% of the total portfolio. Shares added by 2.96%
- iShares Core MSCI Total International Stock ETF (IXUS) - 679,306 shares, 9.74% of the total portfolio. Shares added by 1352.25%
- Vanguard Mega Cap (MGC) - 291,088 shares, 8.07% of the total portfolio. Shares reduced by 3.48%
- Vanguard Large-Cap (VV) - 197,751 shares, 7.14% of the total portfolio. Shares reduced by 7.26%
Verus Financial Partners, Inc. initiated holding in Vanguard Short-Term Government Bond ETF. The purchase prices were between $60.83 and $62.34, with an estimated average price of $61.33. The stock is now traded at around $62.26. The impact to a portfolio due to this purchase was 0.4%. The holding were 21,148 shares as of .
New Purchase: iShares Russell 2000 Value (IWN)Verus Financial Partners, Inc. initiated holding in iShares Russell 2000 Value. The purchase prices were between $71.38 and $128.75, with an estimated average price of $111.58. The stock is now traded at around $89.63. The impact to a portfolio due to this purchase was 0.11%. The holding were 4,533 shares as of .
New Purchase: Vanguard Div Appreciation (VIG)Verus Financial Partners, Inc. initiated holding in Vanguard Div Appreciation. The purchase prices were between $89.24 and $130.69, with an estimated average price of $120.14. The stock is now traded at around $111.33. The impact to a portfolio due to this purchase was 0.09%. The holding were 2,750 shares as of .
New Purchase: Truist Financial Corp (TFC)Verus Financial Partners, Inc. initiated holding in Truist Financial Corp. The purchase prices were between $25.69 and $56.67, with an estimated average price of $47.68. The stock is now traded at around $36.11. The impact to a portfolio due to this purchase was 0.07%. The holding were 7,774 shares as of .
Added: iShares Core MSCI Total International Stock ETF (IXUS)Verus Financial Partners, Inc. added to a holding in iShares Core MSCI Total International Stock ETF by 1352.25%. The purchase prices were between $40.8 and $63.03, with an estimated average price of $56.99. The stock is now traded at around $49.00. The impact to a portfolio due to this purchase was 9.07%. The holding were 679,306 shares as of .
Added: Vanguard Small-Cap Value (VBR)Verus Financial Partners, Inc. added to a holding in Vanguard Small-Cap Value by 857.35%. The purchase prices were between $75.8 and $139.04, with an estimated average price of $122.74. The stock is now traded at around $97.79. The impact to a portfolio due to this purchase was 3.31%. The holding were 136,490 shares as of .
Added: iShares Select Dividend ETF (DVY)Verus Financial Partners, Inc. added to a holding in iShares Select Dividend ETF by 553.47%. The purchase prices were between $61.82 and $105.84, with an estimated average price of $94.35. The stock is now traded at around $81.16. The impact to a portfolio due to this purchase was 1.67%. The holding were 87,689 shares as of .
Added: Vanguard Total International Bond ETF (BNDX)Verus Financial Partners, Inc. added to a holding in Vanguard Total International Bond ETF by 525.88%. The purchase prices were between $54.98 and $58.4, with an estimated average price of $57.14. The stock is now traded at around $56.57. The impact to a portfolio due to this purchase was 1.04%. The holding were 72,189 shares as of .
Added: Vanguard Total Bond Market ETF (BND)Verus Financial Partners, Inc. added to a holding in Vanguard Total Bond Market ETF by 31.40%. The purchase prices were between $80.15 and $87.76, with an estimated average price of $84.6. The stock is now traded at around $87.48. The impact to a portfolio due to this purchase was 0.22%. The holding were 35,279 shares as of .
Added: Vanguard Real Estate (VNQ)Verus Financial Partners, Inc. added to a holding in Vanguard Real Estate by 129.69%. The purchase prices were between $56.91 and $99.57, with an estimated average price of $88.63. The stock is now traded at around $78.91. The impact to a portfolio due to this purchase was 0.06%. The holding were 5,338 shares as of .
Sold Out: Truist Financial Corp (BBK)Verus Financial Partners, Inc. sold out a holding in Truist Financial Corp. The sale prices were between $24.4 and $51, with an estimated average price of $43.6.
Sold Out: Bank of America Corp (BAC)Verus Financial Partners, Inc. sold out a holding in Bank of America Corp. The sale prices were between $18.08 and $35.64, with an estimated average price of $30.21.
Sold Out: Capital One Financial Corp (COF)Verus Financial Partners, Inc. sold out a holding in Capital One Financial Corp. The sale prices were between $42.87 and $106.76, with an estimated average price of $88.63.
Sold Out: Comcast Corp (CMCSA)Verus Financial Partners, Inc. sold out a holding in Comcast Corp. The sale prices were between $33.37 and $47.5, with an estimated average price of $42.37.
Sold Out: JPMorgan Chase & Co (JPM)Verus Financial Partners, Inc. sold out a holding in JPMorgan Chase & Co. The sale prices were between $79.03 and $141.09, with an estimated average price of $122.27.
Sold Out: PepsiCo Inc (PEP)Verus Financial Partners, Inc. sold out a holding in PepsiCo Inc. The sale prices were between $103.93 and $146.99, with an estimated average price of $135.44.
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