- New Purchases: XAR, APU, MSFT, WTR,
- Added Positions: ITA, VGT, BA, AAPL, VIG, SCHD, VOT, CMCSA, VBR, VBK,
- Reduced Positions: VGSH, BSV, VCSH, IYJ, VO, MGV, VDE, T, BIV, IYH,
- Sold Out: RHS, IBM, JNJ,
For the details of PLANNING DIRECTIONS INC's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=PLANNING+DIRECTIONS+INC
These are the top 5 holdings of PLANNING DIRECTIONS INC- Vanguard Short-Term Bond (BSV) - 437,065 shares, 36.9% of the total portfolio. Shares reduced by 1.26%
- Vanguard Short-Term Corporate Bond ETF (VCSH) - 119,448 shares, 10.07% of the total portfolio. Shares reduced by 1.95%
- Vanguard Mega Cap Value (MGV) - 46,837 shares, 3.76% of the total portfolio. Shares reduced by 2.72%
- Apple Inc (AAPL) - 18,512 shares, 3.7% of the total portfolio. Shares added by 6.81%
- Vanguard Div Appreciation (VIG) - 31,345 shares, 3.44% of the total portfolio. Shares added by 5.44%
Planning Directions Inc initiated holding in SPDR S&P Aerospace & Defense. The purchase prices were between $83.04 and $91.45, with an estimated average price of $88.1. The stock is now traded at around $95.84. The impact to a portfolio due to this purchase was 0.8%. The holding were 8,504 shares as of 2018-06-30.
New Purchase: AmeriGas Partners LP (APU)Planning Directions Inc initiated holding in AmeriGas Partners LP. The purchase prices were between $39.8 and $43.14, with an estimated average price of $41.63. The stock is now traded at around $39.66. The impact to a portfolio due to this purchase was 0.23%. The holding were 4,967 shares as of 2018-06-30.
New Purchase: Aqua America Inc (WTR)Planning Directions Inc initiated holding in Aqua America Inc. The purchase prices were between $33.13 and $35.69, with an estimated average price of $34.25. The stock is now traded at around $37.64. The impact to a portfolio due to this purchase was 0.22%. The holding were 5,728 shares as of 2018-06-30.
New Purchase: Microsoft Corp (MSFT)Planning Directions Inc initiated holding in Microsoft Corp. The purchase prices were between $88.52 and $102.49, with an estimated average price of $96.89. The stock is now traded at around $110.18. The impact to a portfolio due to this purchase was 0.22%. The holding were 2,086 shares as of 2018-06-30.
Added: iShares U.S. Aerospace & Defense (ITA)Planning Directions Inc added to a holding in iShares U.S. Aerospace & Defense by 71.12%. The purchase prices were between $187.72 and $205.82, with an estimated average price of $198.16. The stock is now traded at around $207.12. The impact to a portfolio due to this purchase was 1.08%. The holding were 12,442 shares as of 2018-06-30.
Added: Vanguard Information Tech (VGT)Planning Directions Inc added to a holding in Vanguard Information Tech by 120.51%. The purchase prices were between $166.88 and $190, with an estimated average price of $179.71. The stock is now traded at around $200.84. The impact to a portfolio due to this purchase was 1.05%. The holding were 9,826 shares as of 2018-06-30.
Added: Boeing Co (BA)Planning Directions Inc added to a holding in Boeing Co by 43.88%. The purchase prices were between $322.44 and $371.56, with an estimated average price of $343.83. The stock is now traded at around $344.74. The impact to a portfolio due to this purchase was 0.42%. The holding were 3,787 shares as of 2018-06-30.
Added: Comcast Corp (CMCSA)Planning Directions Inc added to a holding in Comcast Corp by 27.72%. The purchase prices were between $30.59 and $34.6, with an estimated average price of $32.61. The stock is now traded at around $36.30. The impact to a portfolio due to this purchase was 0.06%. The holding were 8,078 shares as of 2018-06-30.
Sold Out: Invesco S&P 500 Equal Weight Consumer Staples (RHS)Planning Directions Inc sold out a holding in Invesco S&P 500 Equal Weight Consumer Staples. The sale prices were between $118.59 and $127.47, with an estimated average price of $122.66.
Sold Out: International Business Machines Corp (IBM)Planning Directions Inc sold out a holding in International Business Machines Corp. The sale prices were between $137.48 and $160.91, with an estimated average price of $145.95.
Sold Out: Johnson & Johnson (JNJ)Planning Directions Inc sold out a holding in Johnson & Johnson. The sale prices were between $119.4 and $131.76, with an estimated average price of $124.84.
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