Verus Financial Partners, Inc. Buys iShares Core MSCI Total International Stock ETF, Vanguard Small-Cap Value, iShares Select Dividend ETF, Sells Truist Financial Corp, Bank of America Corp, Capital One Financial Corp

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Apr 09, 2020
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Richmond, VA, based Investment company Verus Financial Partners, Inc. (Current Portfolio) buys iShares Core MSCI Total International Stock ETF, Vanguard Small-Cap Value, iShares Select Dividend ETF, Vanguard Total International Bond ETF, Vanguard Short-Term Government Bond ETF, sells Truist Financial Corp, Bank of America Corp, Capital One Financial Corp, Comcast Corp, JPMorgan Chase during the 3-months ended 2020Q1, according to the most recent filings of the investment company, Verus Financial Partners, Inc.. As of 2020Q1, Verus Financial Partners, Inc. owns 66 stocks with a total value of $328 million. These are the details of the buys and sells.

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.
  1. Vanguard Short-Term Bond (BSV) - 933,306 shares, 23.39% of the total portfolio. Shares reduced by 1.27%
  2. Vanguard Total Stock Market (VTI) - 594,400 shares, 23.36% of the total portfolio. Shares added by 2.96%
  3. iShares Core MSCI Total International Stock ETF (IXUS) - 679,306 shares, 9.74% of the total portfolio. Shares added by 1352.25%
  4. Vanguard Mega Cap (MGC) - 291,088 shares, 8.07% of the total portfolio. Shares reduced by 3.48%
  5. Vanguard Large-Cap (VV) - 197,751 shares, 7.14% of the total portfolio. Shares reduced by 7.26%
New Purchase: Vanguard Short-Term Government Bond ETF (VGSH)

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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