- New Purchases: BND, IVW, VB,
- Added Positions: VTV, VEA, VONG, VOE, IEMG, VTIP, VTEB, AGG, VGT, VUG, VTI, IBB, NVDA, BSV, XLK, MDT,
- Reduced Positions: SLYV, IEFA, IWS, IVE, VWO, VSS, VNQ, IWM, VNQI, IWR, VONV, XLB, VT, ECL, BRK.B, VHT, SPY, IWB, AMZN, MMM,
- Sold Out: VEU, F,
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- Vanguard Russell 1000 Growth Index Fund (VONG) - 122,830 shares, 22.11% of the total portfolio. Shares added by 2.46%
- ISHARES TRUST (IVE) - 190,340 shares, 18.79% of the total portfolio. Shares reduced by 1.82%
- ISHARES TRUST (IWS) - 143,206 shares, 10.00% of the total portfolio. Shares reduced by 3.8%
- ISHARES TRUST (IEFA) - 174,125 shares, 9.08% of the total portfolio. Shares reduced by 4.4%
- VANGUARD INTL EQUI (VWO) - 146,917 shares, 5.31% of the total portfolio. Shares reduced by 5.73%
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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