- New Purchases: JPST, GLD, GSY, IWB, VBK, HYG, QUAL, PFE, BKLN, SFM, PLUG,
- Added Positions: VCIT, BND, IUSG, VUG, IUSV, TIP, VTI, FVD, LMBS, IJH, CWB, QQQ, FTSM, VYM, IEFA, IWM, SRLN, IEMG, VIG, VB, BNDX, VNQ, COST, BIV, VO, IWF, AAPL, VOE, VHT, USMV, PFF, VXF, XLE, VEA, VBR, IDV, VWO, NOBL, SRE, FTCS, VTIP, VV, GLDM, VEU, MCD, MSFT, VOT, VTV, JNK, MGV, BAB, XMLV, ABBV, ABT, INTC, AGG, MDY, DVY, IVW, DIS, VXUS, FDT, RPG, VNQI, BSV, T, VER,
- Sold Out: USO,
For the details of Petix & Botte Co's stock buys and sells, go to https://www.gurufocus.com/guru/petix+%26+botte+co/current-portfolio/portfolio
These are the top 5 holdings of Petix & Botte Co- Vanguard Intermediate-Term Corporate Bond ETF (VCIT) - 222,084 shares, 8.90% of the total portfolio. Shares added by 97.88%
- Vanguard Total Bond Market ETF (BND) - 225,889 shares, 8.45% of the total portfolio. Shares added by 98.38%
- ISHARES TRUST (IUSG) - 186,032 shares, 5.67% of the total portfolio. Shares added by 106.83%
- VANGUARD INDEX FDS (VUG) - 61,093 shares, 5.13% of the total portfolio. Shares added by 95.69%
- ISHARES TRUST (IUSV) - 196,299 shares, 4.33% of the total portfolio. Shares added by 109.31%
Petix & Botte Co initiated holding in JP MORGAN ETF TRUS. The purchase prices were between $49.62 and $50.75, with an estimated average price of $50.35. The stock is now traded at around $50.85. The impact to a portfolio due to this purchase was 0.25%. The holding were 11,668 shares as of .
New Purchase: ISHARES TRUST (IWB)Petix & Botte Co initiated holding in ISHARES TRUST. The purchase prices were between $134.82 and $179.11, with an estimated average price of $161.01. The stock is now traded at around $186.36. The impact to a portfolio due to this purchase was 0.19%. The holding were 2,620 shares as of .
New Purchase: SPDR GOLD TRUST (GLD)Petix & Botte Co initiated holding in SPDR GOLD TRUST. The purchase prices were between $148.05 and $167.37, with an estimated average price of $161.08. The stock is now traded at around $193.89. The impact to a portfolio due to this purchase was 0.19%. The holding were 2,702 shares as of .
New Purchase: Invesco Ultra Short Duration ETF (GSY)Petix & Botte Co initiated holding in Invesco Ultra Short Duration ETF. The purchase prices were between $48.95 and $50.4, with an estimated average price of $49.92. The stock is now traded at around $50.50. The impact to a portfolio due to this purchase was 0.19%. The holding were 9,230 shares as of .
New Purchase: VANGUARD INDEX FDS (VBK)Petix & Botte Co initiated holding in VANGUARD INDEX FDS. The purchase prices were between $139.78 and $205.13, with an estimated average price of $179.89. The stock is now traded at around $216.94. The impact to a portfolio due to this purchase was 0.19%. The holding were 2,334 shares as of .
New Purchase: ISHARES TRUST (HYG)Petix & Botte Co initiated holding in ISHARES TRUST. The purchase prices were between $72.62 and $84.2, with an estimated average price of $79.87. The stock is now traded at around $85.38. The impact to a portfolio due to this purchase was 0.18%. The holding were 5,124 shares as of .
Added: Vanguard Intermediate-Term Corporate Bond ETF (VCIT)Petix & Botte Co added to a holding in Vanguard Intermediate-Term Corporate Bond ETF by 97.88%. The purchase prices were between $86.24 and $95.36, with an estimated average price of $91.91. The stock is now traded at around $97.10. The impact to a portfolio due to this purchase was 4.4%. The holding were 222,084 shares as of .
Added: Vanguard Total Bond Market ETF (BND)Petix & Botte Co added to a holding in Vanguard Total Bond Market ETF by 98.38%. 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 $89.48. The impact to a portfolio due to this purchase was 4.19%. The holding were 225,889 shares as of .
Added: ISHARES TRUST (IUSG)Petix & Botte Co added to a holding in ISHARES TRUST by 106.83%. The purchase prices were between $54.54 and $72.66, with an estimated average price of $66.16. The stock is now traded at around $79.29. The impact to a portfolio due to this purchase was 2.93%. The holding were 186,032 shares as of .
Added: VANGUARD INDEX FDS (VUG)Petix & Botte Co added to a holding in VANGUARD INDEX FDS by 95.69%. 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 $224.18. The impact to a portfolio due to this purchase was 2.51%. The holding were 61,093 shares as of .
Added: ISHARES TRUST (IUSV)Petix & Botte Co added to a holding in ISHARES TRUST by 109.31%. The purchase prices were between $43.78 and $57.54, with an estimated average price of $50.75. The stock is now traded at around $54.93. The impact to a portfolio due to this purchase was 2.26%. The holding were 196,299 shares as of .
Added: ISHARES TRUST (TIP)Petix & Botte Co added to a holding in ISHARES TRUST by 103.21%. The purchase prices were between $117.92 and $123.2, with an estimated average price of $121.52. The stock is now traded at around $126.51. The impact to a portfolio due to this purchase was 2.15%. The holding were 82,180 shares as of .
Sold Out: United States Oil Fund (USO)Petix & Botte Co sold out a holding in United States Oil Fund. The sale prices were between $2.13 and $28.98, with an estimated average price of $18.42.
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