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PDS Planning, Inc Buys Vanguard Small-Cap Value, Vanguard Div Appreciation, Vanguard FTSE Developed Markets, Sells iShares Russell 2000 Value, Vanguard High Dividend Yield, SPDR S&P 600 Small Cap Value ETF (based on S&P Sma

Investment company PDS Planning, Inc (Current Portfolio) buys Vanguard Small-Cap Value, Vanguard Div Appreciation, Vanguard FTSE Developed Markets, Vanguard FTSE Emerging Markets, iShares Core S&P Mid-Cap, sells iShares Russell 2000 Value, Vanguard High Dividend Yield, SPDR S&P 600 Small Cap Value ETF (based on S&P Sma, iShares MSCI EAFE Value, NIO Inc during the 3-months ended 2020Q1, according to the most recent filings of the investment company, PDS Planning, Inc. As of 2020Q1, PDS Planning, Inc owns 95 stocks with a total value of $149 million. These are the details of the buys and sells.

For the details of PDS Planning, Inc's stock buys and sells, go to https://www.gurufocus.com/guru/pds+planning%2C+inc/current-portfolio/portfolio

These are the top 5 holdings of PDS Planning, Inc
  1. Vanguard FTSE Developed Markets (VEA) - 529,213 shares, 11.82% of the total portfolio. Shares added by 23.11%
  2. Vanguard Div Appreciation (VIG) - 117,442 shares, 8.13% of the total portfolio. Shares added by 51.04%
  3. Abbott Laboratories (ABT) - 99,151 shares, 5.24% of the total portfolio. Shares added by 1.89%
  4. Vanguard FTSE Emerging Markets (VWO) - 218,687 shares, 4.91% of the total portfolio. Shares added by 44.68%
  5. iShares Core S&P Mid-Cap (IJH) - 48,053 shares, 4.63% of the total portfolio. Shares added by 38.35%
New Purchase: Vanguard Short-Term Bond (BSV)

PDS Planning, Inc initiated holding in Vanguard Short-Term Bond. The purchase prices were between $78.53 and $82.36, with an estimated average price of $80.92. The stock is now traded at around $82.60. The impact to a portfolio due to this purchase was 1.15%. The holding were 20,871 shares as of .

New Purchase: Vanguard Intermediate-Term Corporate Bond ETF (VCIT)

PDS Planning, Inc initiated holding in Vanguard Intermediate-Term Corporate Bond ETF. The purchase prices were between $79.78 and $94.82, with an estimated average price of $91.21. The stock is now traded at around $90.75. The impact to a portfolio due to this purchase was 0.38%. The holding were 6,443 shares as of .

New Purchase: Schwab U.S. Broad Market (SCHB)

PDS Planning, Inc initiated holding in Schwab U.S. Broad Market. The purchase prices were between $52.35 and $80.88, with an estimated average price of $73.19. The stock is now traded at around $66.07. The impact to a portfolio due to this purchase was 0.29%. The holding were 7,144 shares as of .

New Purchase: Greif Inc (GEF)

PDS Planning, Inc initiated holding in Greif Inc. The purchase prices were between $25.13 and $46.53, with an estimated average price of $38.17. The stock is now traded at around $30.79. The impact to a portfolio due to this purchase was 0.23%. The holding were 10,817 shares as of .

New Purchase: Vanguard Tax-Exempt Bond (VTEB)

PDS Planning, Inc initiated holding in Vanguard Tax-Exempt Bond. The purchase prices were between $45.81 and $55.19, with an estimated average price of $53.67. The stock is now traded at around $53.22. The impact to a portfolio due to this purchase was 0.21%. The holding were 6,054 shares as of .

New Purchase: Alphabet Inc (GOOG)

PDS Planning, Inc initiated holding in Alphabet Inc. The purchase prices were between $1056.62 and $1526.69, with an estimated average price of $1361.82. The stock is now traded at around $1266.61. The impact to a portfolio due to this purchase was 0.19%. The holding were 243 shares as of .

Added: Vanguard Small-Cap Value (VBR)

PDS Planning, Inc added to a holding in Vanguard Small-Cap Value by 4824.09%. The purchase prices were between $75.8 and $139.04, with an estimated average price of $122.74. The stock is now traded at around $92.58. The impact to a portfolio due to this purchase was 4.49%. The holding were 77,062 shares as of .

Added: Vanguard Div Appreciation (VIG)

PDS Planning, Inc added to a holding in Vanguard Div Appreciation by 51.04%. The purchase prices were between $89.24 and $130.69, with an estimated average price of $120.14. The stock is now traded at around $112.13. The impact to a portfolio due to this purchase was 2.75%. The holding were 117,442 shares as of .

Added: Vanguard FTSE Developed Markets (VEA)

PDS Planning, Inc added to a holding in Vanguard FTSE Developed Markets by 23.11%. The purchase prices were between $28.78 and $44.66, with an estimated average price of $40.48. The stock is now traded at around $34.47. The impact to a portfolio due to this purchase was 2.22%. The holding were 529,213 shares as of .

Added: Vanguard FTSE Emerging Markets (VWO)

PDS Planning, Inc added to a holding in Vanguard FTSE Emerging Markets by 44.68%. The purchase prices were between $30.46 and $45.91, with an estimated average price of $41.1. The stock is now traded at around $35.37. The impact to a portfolio due to this purchase was 1.52%. The holding were 218,687 shares as of .

Added: iShares Core S&P Mid-Cap (IJH)

PDS Planning, Inc added to a holding in iShares Core S&P Mid-Cap by 38.35%. The purchase prices were between $121.03 and $209.33, with an estimated average price of $184.86. The stock is now traded at around $152.68. The impact to a portfolio due to this purchase was 1.28%. The holding were 48,053 shares as of .

Added: Vanguard FTSE All World Ex US (VEU)

PDS Planning, Inc added to a holding in Vanguard FTSE All World Ex US by 56.81%. The purchase prices were between $35.86 and $54.78, with an estimated average price of $49.6. The stock is now traded at around $42.52. The impact to a portfolio due to this purchase was 0.99%. The holding were 99,478 shares as of .

Sold Out: iShares MSCI EAFE Value (EFV)

PDS Planning, Inc sold out a holding in iShares MSCI EAFE Value. The sale prices were between $30.99 and $50.45, with an estimated average price of $44.48.

Sold Out: Invesco S&P 500 Low Volatility (SPLV)

PDS Planning, Inc sold out a holding in Invesco S&P 500 Low Volatility. The sale prices were between $39.35 and $62.03, with an estimated average price of $56.39.

Sold Out: Invesco S&P MidCap Low Volatility (XMLV)

PDS Planning, Inc sold out a holding in Invesco S&P MidCap Low Volatility. The sale prices were between $33.01 and $55.48, with an estimated average price of $50.18.

Sold Out: iShares U.S. Real Estate (IYR)

PDS Planning, Inc sold out a holding in iShares U.S. Real Estate. The sale prices were between $57.29 and $99.32, with an estimated average price of $87.71.

Sold Out: Lockheed Martin Corp (LMT)

PDS Planning, Inc sold out a holding in Lockheed Martin Corp. The sale prices were between $276.8 and $439.85, with an estimated average price of $394.42.

Sold Out: iShares Core High Dividend (HDV)

PDS Planning, Inc sold out a holding in iShares Core High Dividend. The sale prices were between $61.09 and $96.96, with an estimated average price of $87.21.



Here is the complete portfolio of PDS Planning, Inc. Also check out:

1. PDS Planning, Inc's Undervalued Stocks
2. PDS Planning, Inc's Top Growth Companies, and
3. PDS Planning, Inc's High Yield stocks
4. Stocks that PDS Planning, Inc keeps buying

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