Milestone Advisory Partners Buys VANGUARD BD IDX FD, SCHWAB STRATEGIC T, Vanguard Short-Term Government Bond ETF, Sells FIRST TRUST EXCHAN, First Trust Enhanced Short Maturity ETF, First Trust Senior Loan Fund ETF

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Aug 05, 2020
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Investment company Milestone Advisory Partners (Current Portfolio) buys VANGUARD BD IDX FD, SCHWAB STRATEGIC T, Vanguard Short-Term Government Bond ETF, Sirius XM Holdings Inc, iShares Edge MSCI Min Vol USA, sells FIRST TRUST EXCHAN, First Trust Enhanced Short Maturity ETF, First Trust Senior Loan Fund ETF, Recon Capital NASDAQ-100 Covered Call ETF, FIRST TST VALUE LI during the 3-months ended 2020Q2, according to the most recent filings of the investment company, Milestone Advisory Partners. As of 2020Q2, Milestone Advisory Partners owns 54 stocks with a total value of $160 million. These are the details of the buys and sells.

For the details of Milestone Advisory Partners's stock buys and sells, go to https://www.gurufocus.com/guru/milestone+advisory+partners/current-portfolio/portfolio

These are the top 5 holdings of Milestone Advisory Partners
  1. VANGUARD BD IDX FD (BIV) - 197,694 shares, 11.51% of the total portfolio. New Position
  2. Vanguard Short-Term Government Bond ETF (VGSH) - 278,360 shares, 10.82% of the total portfolio. Shares added by 1319.48%
  3. SCHWAB STRATEGIC T (SCHD) - 323,496 shares, 10.46% of the total portfolio. New Position
  4. Sirius XM Holdings Inc (SIRI) - 782,956 shares, 9.01% of the total portfolio. New Position
  5. First Trust Senior Loan Fund ETF (FTSL) - 304,585 shares, 8.59% of the total portfolio. Shares reduced by 45.77%
New Purchase: VANGUARD BD IDX FD (BIV)

Milestone Advisory Partners initiated holding in VANGUARD BD IDX FD. The purchase prices were between $88.46 and $93.02, with an estimated average price of $91.14. The stock is now traded at around $94.33. The impact to a portfolio due to this purchase was 11.51%. The holding were 197,694 shares as of .

New Purchase: SCHWAB STRATEGIC T (SCHD)

Milestone Advisory Partners initiated holding in SCHWAB STRATEGIC T. The purchase prices were between $43.56 and $56.5, with an estimated average price of $50.55. The stock is now traded at around $54.92. The impact to a portfolio due to this purchase was 10.46%. The holding were 323,496 shares as of .

New Purchase: Sirius XM Holdings Inc (SIRI)

Milestone Advisory Partners initiated holding in Sirius XM Holdings Inc. The purchase prices were between $4.48 and $6.52, with an estimated average price of $5.58. The stock is now traded at around $5.92. The impact to a portfolio due to this purchase was 9.01%. The holding were 782,956 shares as of .

New Purchase: Invesco Dynamic Networking ETF (PXQ)

Milestone Advisory Partners initiated holding in Invesco Dynamic Networking ETF. The purchase prices were between $49.05 and $66.17, with an estimated average price of $59.62. The stock is now traded at around $73.69. The impact to a portfolio due to this purchase was 2.75%. The holding were 67,057 shares as of .

New Purchase: SELECT SECTOR SPDR (XLE)

Milestone Advisory Partners initiated holding in SELECT SECTOR SPDR. The purchase prices were between $27.62 and $46.86, with an estimated average price of $37.03. The stock is now traded at around $37.04. The impact to a portfolio due to this purchase was 2.12%. The holding were 89,739 shares as of .

New Purchase: VANGUARD INDEX FDS (VUG)

Milestone Advisory Partners initiated holding in VANGUARD INDEX FDS. The purchase prices were between $149.64 and $204.01, with an estimated average price of $183.93. The stock is now traded at around $220.41. The impact to a portfolio due to this purchase was 1.62%. The holding were 12,835 shares as of .

Added: Vanguard Short-Term Government Bond ETF (VGSH)

Milestone Advisory Partners added to a holding in Vanguard Short-Term Government Bond ETF by 1319.48%. The purchase prices were between $62.08 and $62.34, with an estimated average price of $62.22. The stock is now traded at around $62.17. The impact to a portfolio due to this purchase was 10.06%. The holding were 278,360 shares as of .

Added: iShares Edge MSCI Min Vol USA (USMV)

Milestone Advisory Partners added to a holding in iShares Edge MSCI Min Vol USA by 173.18%. The purchase prices were between $51.94 and $64.01, with an estimated average price of $59.26. The stock is now traded at around $63.74. The impact to a portfolio due to this purchase was 3.51%. The holding were 146,369 shares as of .

Added: Invesco S P 500 Low Volatility ETF (SPLV)

Milestone Advisory Partners added to a holding in Invesco S P 500 Low Volatility ETF by 66.34%. The purchase prices were between $44.63 and $51.65, with an estimated average price of $49.13. The stock is now traded at around $53.65. The impact to a portfolio due to this purchase was 2.68%. The holding were 216,426 shares as of .

Added: First Trust NASDAQ Technology Dividend Index Fund (TDIV)

Milestone Advisory Partners added to a holding in First Trust NASDAQ Technology Dividend Index Fund by 57.69%. The purchase prices were between $34.06 and $43, with an estimated average price of $39.24. The stock is now traded at around $44.49. The impact to a portfolio due to this purchase was 1.12%. The holding were 117,584 shares as of .

Added: First Trust Managed Municipal ETF (FMB)

Milestone Advisory Partners added to a holding in First Trust Managed Municipal ETF by 89.64%. The purchase prices were between $52.19 and $55.04, with an estimated average price of $53.85. The stock is now traded at around $56.08. The impact to a portfolio due to this purchase was 0.87%. The holding were 53,722 shares as of .

Added: Berkshire Hathaway Inc (BRK.A)

Milestone Advisory Partners added to a holding in Berkshire Hathaway Inc by 100.00%. The purchase prices were between $253501 and $302235, with an estimated average price of $274087. The stock is now traded at around $300330.00. The impact to a portfolio due to this purchase was 0.17%. The holding were 2 shares as of .

Sold Out: FIRST TRUST EXCHAN (FDN)

Milestone Advisory Partners sold out a holding in FIRST TRUST EXCHAN. The sale prices were between $117.99 and $172.68, with an estimated average price of $152.13.

Sold Out: FIRST TST VALUE LI (FVD)

Milestone Advisory Partners sold out a holding in FIRST TST VALUE LI. The sale prices were between $26.08 and $32.95, with an estimated average price of $29.5.

Sold Out: SELECT SECTOR SPDR (XLRE)

Milestone Advisory Partners sold out a holding in SELECT SECTOR SPDR. The sale prices were between $29.12 and $37.86, with an estimated average price of $33.76.

Sold Out: ALPS ETF TRUST (SDOG)

Milestone Advisory Partners sold out a holding in ALPS ETF TRUST. The sale prices were between $29.5 and $41.87, with an estimated average price of $34.93.

Sold Out: FIRST TRUST EXCHAN (FBT)

Milestone Advisory Partners sold out a holding in FIRST TRUST EXCHAN. The sale prices were between $127.11 and $171.8, with an estimated average price of $156.54.

Reduced: First Trust Enhanced Short Maturity ETF (FTSM)

Milestone Advisory Partners reduced to a holding in First Trust Enhanced Short Maturity ETF by 76.07%. The sale prices were between $59.02 and $60.06, with an estimated average price of $59.69. The stock is now traded at around $60.07. The impact to a portfolio due to this sale was -14.83%. Milestone Advisory Partners still held 103,375 shares as of .

Reduced: First Trust Senior Loan Fund ETF (FTSL)

Milestone Advisory Partners reduced to a holding in First Trust Senior Loan Fund ETF by 45.77%. The sale prices were between $41.79 and $46.3, with an estimated average price of $44.64. The stock is now traded at around $45.88. The impact to a portfolio due to this sale was -8.21%. Milestone Advisory Partners still held 304,585 shares as of .

Reduced: Recon Capital NASDAQ-100 Covered Call ETF (QYLD)

Milestone Advisory Partners reduced to a holding in Recon Capital NASDAQ-100 Covered Call ETF by 61.96%. The sale prices were between $18.9 and $21, with an estimated average price of $20.27. The stock is now traded at around $21.74. The impact to a portfolio due to this sale was -5.3%. Milestone Advisory Partners still held 220,778 shares as of .



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