Vista Private Wealth Partners. LLC Buys Invesco NASDAQ Next Gen 100 ETF, Vanguard Growth ETF, FlexShares Global Upstream Natural Resources Index, Sells WisdomTree Yield Enhanced U.S. Aggregate Bond Fund, Schwab U.S. Large-Cap ETF, iShares National Muni Bo

Investment company Vista Private Wealth Partners. LLC (Current Portfolio) buys Invesco NASDAQ Next Gen 100 ETF, Vanguard Growth ETF, FlexShares Global Upstream Natural Resources Index, Schwab US Dividend Equity ETF, PGIM Ultra Short Bond ETF, sells WisdomTree Yield Enhanced U.S. Aggregate Bond Fund, Schwab U.S. Large-Cap ETF, iShares National Muni Bond ETF, ISHARES TRUST, BTC iShares MSCI USA Min Vol Factor ETF during the 3-months ended 2021Q2, according to the most recent filings of the investment company, Vista Private Wealth Partners. LLC. As of 2021Q2, Vista Private Wealth Partners. LLC owns 79 stocks with a total value of $200 million. These are the details of the buys and sells.

For the details of Vista Private Wealth Partners. LLC's stock buys and sells, go to https://www.gurufocus.com/guru/vista+private+wealth+partners.+llc/current-portfolio/portfolio

These are the top 5 holdings of Vista Private Wealth Partners. LLC
  1. Schwab U.S. Large-Cap Growth ETF (SCHG) - 122,923 shares, 8.97% of the total portfolio. Shares reduced by 12.61%
  2. Schwab U.S. Mid-Cap ETF (SCHM) - 211,067 shares, 8.29% of the total portfolio. Shares reduced by 3.65%
  3. Schwab International Equity ETF (SCHF) - 356,194 shares, 7.02% of the total portfolio. Shares added by 6.57%
  4. Schwab US Dividend Equity ETF (SCHD) - 148,722 shares, 5.63% of the total portfolio. Shares added by 42.04%
  5. Schwab U.S. Large-Cap Value ETF (SCHV) - 159,171 shares, 5.45% of the total portfolio. Shares added by 13.46%
New Purchase: Invesco NASDAQ Next Gen 100 ETF (QQQJ)

Vista Private Wealth Partners. LLC initiated holding in Invesco NASDAQ Next Gen 100 ETF. The purchase prices were between $30.34 and $34.68, with an estimated average price of $32.72. The stock is now traded at around $34.000000. The impact to a portfolio due to this purchase was 2.41%. The holding were 140,041 shares as of 2021-06-30.

New Purchase: Vanguard Growth ETF (VUG)

Vista Private Wealth Partners. LLC initiated holding in Vanguard Growth ETF. The purchase prices were between $256.7 and $287.23, with an estimated average price of $271.87. The stock is now traded at around $293.210000. The impact to a portfolio due to this purchase was 2.16%. The holding were 15,051 shares as of 2021-06-30.

New Purchase: FlexShares Global Upstream Natural Resources Index (GUNR)

Vista Private Wealth Partners. LLC initiated holding in FlexShares Global Upstream Natural Resources Index. The purchase prices were between $35.96 and $40.18, with an estimated average price of $38.43. The stock is now traded at around $38.150000. The impact to a portfolio due to this purchase was 2.1%. The holding were 109,288 shares as of 2021-06-30.

New Purchase: BTC iShares MSCI USA Quality Factor ETF (QUAL)

Vista Private Wealth Partners. LLC initiated holding in BTC iShares MSCI USA Quality Factor ETF. The purchase prices were between $121.43 and $133.01, with an estimated average price of $127.81. The stock is now traded at around $135.430000. The impact to a portfolio due to this purchase was 1.26%. The holding were 19,008 shares as of 2021-06-30.

New Purchase: iShares MSCI Intl Quality Factor ETF (IQLT)

Vista Private Wealth Partners. LLC initiated holding in iShares MSCI Intl Quality Factor ETF. The purchase prices were between $36.44 and $39.8, with an estimated average price of $38.59. The stock is now traded at around $39.040000. The impact to a portfolio due to this purchase was 1.24%. The holding were 64,215 shares as of 2021-06-30.

New Purchase: Invesco WilderHill Clean Energy ETF (PBW)

Vista Private Wealth Partners. LLC initiated holding in Invesco WilderHill Clean Energy ETF. The purchase prices were between $71.59 and $98.96, with an estimated average price of $86.56. The stock is now traded at around $86.720000. The impact to a portfolio due to this purchase was 1.07%. The holding were 23,028 shares as of 2021-06-30.

Added: Schwab US Dividend Equity ETF (SCHD)

Vista Private Wealth Partners. LLC added to a holding in Schwab US Dividend Equity ETF by 42.04%. The purchase prices were between $72.4 and $77.09, with an estimated average price of $75.21. The stock is now traded at around $75.800000. The impact to a portfolio due to this purchase was 1.67%. The holding were 148,722 shares as of 2021-06-30.

Added: PGIM Ultra Short Bond ETF (PULS)

Vista Private Wealth Partners. LLC added to a holding in PGIM Ultra Short Bond ETF by 483.08%. The purchase prices were between $49.74 and $49.84, with an estimated average price of $49.79. The stock is now traded at around $49.720000. The impact to a portfolio due to this purchase was 1.5%. The holding were 72,856 shares as of 2021-06-30.

Added: Invesco BulletShares 2022 Corporate Bond ETF (BSCM)

Vista Private Wealth Partners. LLC added to a holding in Invesco BulletShares 2022 Corporate Bond ETF by 38.98%. The purchase prices were between $21.59 and $21.66, with an estimated average price of $21.63. The stock is now traded at around $21.590000. The impact to a portfolio due to this purchase was 1.4%. The holding were 463,544 shares as of 2021-06-30.

Added: Vanguard International Dividend Appreciation ETF (VIGI)

Vista Private Wealth Partners. LLC added to a holding in Vanguard International Dividend Appreciation ETF by 419.74%. The purchase prices were between $82.43 and $88.85, with an estimated average price of $85.94. The stock is now traded at around $88.005000. The impact to a portfolio due to this purchase was 0.97%. The holding were 27,489 shares as of 2021-06-30.

Added: Fidelity Total Bond ETF (FBND)

Vista Private Wealth Partners. LLC added to a holding in Fidelity Total Bond ETF by 298.44%. The purchase prices were between $52.15 and $53.33, with an estimated average price of $52.76. The stock is now traded at around $53.390000. The impact to a portfolio due to this purchase was 0.52%. The holding were 25,871 shares as of 2021-06-30.

Added: SPDR Blackstone Senior Loan ETF (SRLN)

Vista Private Wealth Partners. LLC added to a holding in SPDR Blackstone Senior Loan ETF by 92.72%. The purchase prices were between $45.07 and $46.12, with an estimated average price of $45.64. The stock is now traded at around $46.080000. The impact to a portfolio due to this purchase was 0.29%. The holding were 26,054 shares as of 2021-06-30.

Sold Out: iShares Core 1-5 Year USD Bond ETF (ISTB)

Vista Private Wealth Partners. LLC sold out a holding in iShares Core 1-5 Year USD Bond ETF. The sale prices were between $51.11 and $51.42, with an estimated average price of $51.3.

Sold Out: PIMCO Enhanced Short Maturity Active Exchange-Trad (MINT)

Vista Private Wealth Partners. LLC sold out a holding in PIMCO Enhanced Short Maturity Active Exchange-Trad. The sale prices were between $101.83 and $102.03, with an estimated average price of $101.95.

Sold Out: Schwab Intermediate-Term U.S. Treasury ETF (SCHR)

Vista Private Wealth Partners. LLC sold out a holding in Schwab Intermediate-Term U.S. Treasury ETF. The sale prices were between $56.22 and $57.12, with an estimated average price of $56.67.

Sold Out: Pfizer Inc (PFE)

Vista Private Wealth Partners. LLC sold out a holding in Pfizer Inc. The sale prices were between $35.91 and $40.68, with an estimated average price of $38.81.

Sold Out: Intel Corp (INTC)

Vista Private Wealth Partners. LLC sold out a holding in Intel Corp. The sale prices were between $53.62 and $68.26, with an estimated average price of $58.84.



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