- New Purchases: ESGU,
- Added Positions: AGG, VCSH, IGIB, USMV, IEFA, IEMG, MUB, VB, UNH, BND,
- Reduced Positions: VTI, IWB, MGK, ITOT, IVW, IJR, VWO, IJJ, IVE, IWV, IXUS, LQD, SPY,
- Sold Out: MCD,
For the details of ETF Portfolio Partners, Inc.'s stock buys and sells, go to https://www.gurufocus.com/guru/etf+portfolio+partners%2C+inc./current-portfolio/portfolio
These are the top 5 holdings of ETF Portfolio Partners, Inc.- VANGUARD INDEX FDS (VTI) - 185,837 shares, 17.57% of the total portfolio. Shares reduced by 7.03%
- ISHARES TRUST (AGG) - 243,976 shares, 15.99% of the total portfolio. Shares added by 14.13%
- ISHARES TRUST (IWB) - 128,124 shares, 13.31% of the total portfolio. Shares reduced by 6.77%
- Vanguard Short-Term Corporate Bond ETF (VCSH) - 166,069 shares, 7.64% of the total portfolio. Shares added by 12.51%
- iShares Intermediate Credit Bond ETF (IGIB) - 185,711 shares, 6.27% of the total portfolio. Shares added by 7.99%
ETF Portfolio Partners, Inc. initiated holding in iShares MSCI USA ESG Optimized ETF. The purchase prices were between $70.41 and $81.56, with an estimated average price of $75.29. The stock is now traded at around $79.51. The impact to a portfolio due to this purchase was 0.21%. The holding were 4,907 shares as of .
Sold Out: McDonald's Corp (MCD)ETF Portfolio Partners, Inc. sold out a holding in McDonald's Corp. The sale prices were between $183.52 and $224.81, with an estimated average price of $205.07.
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