Lpwm Llc Buys VANGUARD INDEX FDS, VANGUARD TAX MANAG, VANGUARD INDEX FDS, Sells VANGUARD INTL EQUI, Ford Motor Co

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Investment company Lpwm Llc (Current Portfolio) buys VANGUARD INDEX FDS, VANGUARD TAX MANAG, VANGUARD INDEX FDS, ISHARES INC, Vanguard Total Bond Market ETF, sells VANGUARD INTL EQUI, Ford Motor Co during the 3-months ended 2020Q2, according to the most recent filings of the investment company, Lpwm Llc. As of 2020Q2, Lpwm Llc owns 46 stocks with a total value of $110 million. These are the details of the buys and sells.

For the details of LPWM LLC's stock buys and sells, go to https://www.gurufocus.com/guru/lpwm+llc/current-portfolio/portfolio

These are the top 5 holdings of LPWM LLC
  1. Vanguard Russell 1000 Growth Index Fund (VONG) - 122,830 shares, 22.11% of the total portfolio. Shares added by 2.46%
  2. ISHARES TRUST (IVE) - 190,340 shares, 18.79% of the total portfolio. Shares reduced by 1.82%
  3. ISHARES TRUST (IWS) - 143,206 shares, 10.00% of the total portfolio. Shares reduced by 3.8%
  4. ISHARES TRUST (IEFA) - 174,125 shares, 9.08% of the total portfolio. Shares reduced by 4.4%
  5. VANGUARD INTL EQUI (VWO) - 146,917 shares, 5.31% of the total portfolio. Shares reduced by 5.73%
New Purchase: Vanguard Total Bond Market ETF (BND)

Lpwm Llc initiated holding in Vanguard Total Bond Market ETF. The purchase prices were between $84.52 and $88.02, with an estimated average price of $86.9. The stock is now traded at around $88.35. The impact to a portfolio due to this purchase was 0.31%. The holding were 3,849 shares as of .

New Purchase: ISHARES TRUST (IVW)

Lpwm Llc initiated holding in ISHARES TRUST. The purchase prices were between $157.63 and $209.49, with an estimated average price of $190.97. The stock is now traded at around $228.90. The impact to a portfolio due to this purchase was 0.31%. The holding were 1,664 shares as of .

New Purchase: VANGUARD INDEX FDS (VB)

Lpwm Llc initiated holding in VANGUARD INDEX FDS. The purchase prices were between $106.26 and $156.76, with an estimated average price of $133.91. The stock is now traded at around $158.56. The impact to a portfolio due to this purchase was 0.23%. The holding were 1,766 shares as of .

Added: VANGUARD INDEX FDS (VTV)

Lpwm Llc added to a holding in VANGUARD INDEX FDS by 116.12%. The purchase prices were between $85.23 and $110.16, with an estimated average price of $97.96. The stock is now traded at around $107.25. The impact to a portfolio due to this purchase was 0.73%. The holding were 14,992 shares as of .

Added: VANGUARD TAX MANAG (VEA)

Lpwm Llc added to a holding in VANGUARD TAX MANAG by 97.57%. The purchase prices were between $31.83 and $40.85, with an estimated average price of $36.43. The stock is now traded at around $41.67. The impact to a portfolio due to this purchase was 0.6%. The holding were 34,056 shares as of .

Added: VANGUARD INDEX FDS (VOE)

Lpwm Llc added to a holding in VANGUARD INDEX FDS by 115.25%. The purchase prices were between $75.66 and $107.24, with an estimated average price of $91.52. The stock is now traded at around $104.08. The impact to a portfolio due to this purchase was 0.5%. The holding were 10,743 shares as of .

Added: ISHARES INC (IEMG)

Lpwm Llc added to a holding in ISHARES INC by 113.00%. The purchase prices were between $38.47 and $48.81, with an estimated average price of $44.24. The stock is now traded at around $52.91. The impact to a portfolio due to this purchase was 0.4%. The holding were 17,355 shares as of .

Added: VANGUARD MUNICIPAL (VTEB)

Lpwm Llc added to a holding in VANGUARD MUNICIPAL by 34.08%. The purchase prices were between $51.64 and $54.14, with an estimated average price of $53.28. The stock is now traded at around $54.88. The impact to a portfolio due to this purchase was 0.19%. The holding were 14,759 shares as of .

Sold Out: VANGUARD INTL EQUI (VEU)

Lpwm Llc sold out a holding in VANGUARD INTL EQUI. The sale prices were between $39.28 and $49.82, with an estimated average price of $44.69.

Sold Out: Ford Motor Co (F)

Lpwm Llc sold out a holding in Ford Motor Co. The sale prices were between $4.24 and $7.53, with an estimated average price of $5.53.



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