Petix & Botte Co Buys Vanguard Intermediate-Term Corporate Bond ETF, Vanguard Total Bond Market ETF, ISHARES TRUST, Sells United States Oil Fund

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Aug 07, 2020
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Investment company Petix & Botte Co (Current Portfolio) buys Vanguard Intermediate-Term Corporate Bond ETF, Vanguard Total Bond Market ETF, ISHARES TRUST, VANGUARD INDEX FDS, ISHARES TRUST, sells United States Oil Fund during the 3-months ended 2020Q2, according to the most recent filings of the investment company, Petix & Botte Co. As of 2020Q2, Petix & Botte Co owns 78 stocks with a total value of $120 million. These are the details of the buys and sells.

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
  1. Vanguard Intermediate-Term Corporate Bond ETF (VCIT) - 222,084 shares, 8.90% of the total portfolio. Shares added by 97.88%
  2. Vanguard Total Bond Market ETF (BND) - 225,889 shares, 8.45% of the total portfolio. Shares added by 98.38%
  3. ISHARES TRUST (IUSG) - 186,032 shares, 5.67% of the total portfolio. Shares added by 106.83%
  4. VANGUARD INDEX FDS (VUG) - 61,093 shares, 5.13% of the total portfolio. Shares added by 95.69%
  5. ISHARES TRUST (IUSV) - 196,299 shares, 4.33% of the total portfolio. Shares added by 109.31%
New Purchase: JP MORGAN ETF TRUS (JPST)

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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