- New Purchases: VGIT, VZ, IXN, EPP, VGT, AMZN,
- Added Positions: VTI, VEU, BND, BNDX,
- Reduced Positions: SCHZ, MSFT, SCHX, SCHF, VNQ, USMV, XOM,
For the details of VERITY Wealth Advisors's stock buys and sells, go to https://www.gurufocus.com/guru/verity+wealth+advisors/current-portfolio/portfolio
These are the top 5 holdings of VERITY Wealth Advisors- Vanguard Total Stock Market (VTI) - 129,365 shares, 22.70% of the total portfolio. Shares added by 52.88%
- iShares Core S&P 500 (IVV) - 39,944 shares, 13.87% of the total portfolio.
- Schwab US Aggregate Bond (SCHZ) - 117,836 shares, 7.43% of the total portfolio. Shares reduced by 10.61%
- Vanguard FTSE All World Ex US (VEU) - 109,585 shares, 5.85% of the total portfolio. Shares added by 41.16%
- iShares MSCI ACWI Ex US Index Fund (ACWX) - 90,642 shares, 4.39% of the total portfolio. Shares added by 0.18%
VERITY Wealth Advisors initiated holding in Vanguard Intermediate-Term Government Bond ETF. The purchase prices were between $69.86 and $70.63, with an estimated average price of $70.4. The stock is now traded at around $70.62. The impact to a portfolio due to this purchase was 0.62%. The holding were 7,894 shares as of .
New Purchase: Verizon Communications Inc (VZ)VERITY Wealth Advisors initiated holding in Verizon Communications Inc. The purchase prices were between $52.92 and $58.46, with an estimated average price of $56.2. The stock is now traded at around $55.84. The impact to a portfolio due to this purchase was 0.35%. The holding were 5,633 shares as of .
New Purchase: iShares Global Tech (IXN)VERITY Wealth Advisors initiated holding in iShares Global Tech. The purchase prices were between $171.99 and $235.54, with an estimated average price of $211.15. The stock is now traded at around $246.14. The impact to a portfolio due to this purchase was 0.27%. The holding were 1,020 shares as of .
New Purchase: iShares MSCI Pacific Ex-Japan Index Fund (EPP)VERITY Wealth Advisors initiated holding in iShares MSCI Pacific Ex-Japan Index Fund. The purchase prices were between $32.37 and $41.61, with an estimated average price of $36.95. The stock is now traded at around $41.60. The impact to a portfolio due to this purchase was 0.26%. The holding were 5,740 shares as of .
New Purchase: Vanguard Information Tech (VGT)VERITY Wealth Advisors initiated holding in Vanguard Information Tech. The purchase prices were between $201.88 and $278.76, with an estimated average price of $248.78. The stock is now traded at around $289.52. The impact to a portfolio due to this purchase was 0.25%. The holding were 790 shares as of .
New Purchase: Amazon.com Inc (AMZN)VERITY Wealth Advisors initiated holding in Amazon.com Inc. The purchase prices were between $1906.59 and $2764.41, with an estimated average price of $2403.24. The stock is now traded at around $3138.29. The impact to a portfolio due to this purchase was 0.23%. The holding were 74 shares as of .
Added: Vanguard Total Stock Market (VTI)VERITY Wealth Advisors added to a holding in Vanguard Total Stock Market by 52.88%. The purchase prices were between $122.96 and $164.1, with an estimated average price of $147.09. The stock is now traded at around $164.91. The impact to a portfolio due to this purchase was 7.85%. The holding were 129,365 shares as of .
Added: Vanguard FTSE All World Ex US (VEU)VERITY Wealth Advisors added to a holding in Vanguard FTSE All World Ex US by 41.16%. The purchase prices were between $39.28 and $49.82, with an estimated average price of $44.69. The stock is now traded at around $50.59. The impact to a portfolio due to this purchase was 1.71%. The holding were 109,585 shares as of .
Added: Vanguard Total Bond Market ETF (BND)VERITY Wealth Advisors added to a holding in Vanguard Total Bond Market ETF by 23.71%. The purchase prices were between $84.67 and $88.18, with an estimated average price of $87.06. The stock is now traded at around $88.99. The impact to a portfolio due to this purchase was 0.72%. The holding were 37,800 shares as of .
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