- New Purchases: RSP, BKF, CRM, EFV, TIP, FHLC, MS, FTV, HYG, HYLB, GNL, VOE, IJK, GILD, DANOY, NFLX, NVDA, ADBE, AMG, NGTF,
- Added Positions: VUG, VO, VGSH, SCHF, VTV, AGG, GLD, VOO, FTEC, MMM, VTI, IEFA, BSV, EFG, BND, DVY, IVW, VWO, BNDX, IVE, SCHB, MCD, VBR, PWCDF, MGA, IAGG, WMT, GM, FRFHF, KO, PG, VOD, V, ISRG, GE, T,
- Reduced Positions: IVV, IJH, DBEF, AAPL, SDY, IWB, LII, IWV, IEMG, CVX, JPM, AMZN, GOOGL, IJR, VZ, JNJ, MA, EW, EFA, CSCO, ICE, UNH, HON, VB, DIS, AVGO, COST, ORLY, ACN, SYK, VNQ, LOW, APH, BRK.A, CI, MSFT, VEA, INTU, HRC, PEP, ECL, SBUX, ZTS, C, PXD, DES, DLR, KEYS, TMO, TRV, BLK, MDLZ, CHD, DHS, VEU, EEM, TXN, CCI, SCHO, RWX, SCHH, CFR, IWM, IWN, PFE, IWD, SCHC, AMLP, SPHD, NKE, SPY, INTC, SPLV, IWF, IJT, SCHX, ABT, CMCSA, EL, XOM, SCZ, IJJ, IJS, IYR, SCHD, GOOG, FB, FRC, HD, SHY, ORCL, SCHE, SCHA, UNP, ABBV, CTL, QQQ, ISTB, USMV, IWS, MRK, NVO, SCHW,
- Sold Out: BA, DFS, STZ, USB, WFC, BAC, REZ, IWC, WPS, SCHM, ACWV, PM, WY, EMR, CAT, COF, IBM, EZM, GNR, DCI, IWR, IWY, AMGN,
For the details of Milestone Group, Inc.'s stock buys and sells, go to https://www.gurufocus.com/guru/milestone+group%2C+inc./current-portfolio/portfolio
These are the top 5 holdings of Milestone Group, Inc.- iShares Core S&P 500 (IVV) - 285,017 shares, 9.64% of the total portfolio. Shares reduced by 20%
- iShares Core S&P Mid-Cap (IJH) - 380,893 shares, 7.17% of the total portfolio. Shares reduced by 21.44%
- Vanguard Short-Term Government Bond ETF (VGSH) - 875,239 shares, 7.14% of the total portfolio. Shares added by 16.86%
- Vanguard S&P 500 (VOO) - 148,573 shares, 4.61% of the total portfolio. Shares added by 7.74%
- Vanguard Growth (VUG) - 189,097 shares, 3.88% of the total portfolio. Shares added by 146.20%
Milestone Group, Inc. initiated holding in Invesco S&P 500 Equal Weight. The purchase prices were between $71.66 and $118.71, with an estimated average price of $107.28. The stock is now traded at around $94.16. The impact to a portfolio due to this purchase was 1.92%. The holding were 174,504 shares as of .
New Purchase: iShares MSCI BRIC Index Fund (BKF)Milestone Group, Inc. initiated holding in iShares MSCI BRIC Index Fund. The purchase prices were between $32.61 and $47.2, with an estimated average price of $42.22. The stock is now traded at around $37.30. The impact to a portfolio due to this purchase was 0.53%. The holding were 114,000 shares as of .
New Purchase: Salesforce.com Inc (CRM)Milestone Group, Inc. initiated holding in Salesforce.com Inc. The purchase prices were between $124.3 and $193.36, with an estimated average price of $171.77. The stock is now traded at around $170.38. The impact to a portfolio due to this purchase was 0.28%. The holding were 14,885 shares as of .
New Purchase: iShares MSCI EAFE Value (EFV)Milestone Group, Inc. initiated holding in iShares MSCI EAFE Value. The purchase prices were between $30.99 and $50.45, with an estimated average price of $44.48. The stock is now traded at around $36.73. The impact to a portfolio due to this purchase was 0.26%. The holding were 55,204 shares as of .
New Purchase: iShares TIPS Bond (TIP)Milestone Group, Inc. initiated holding in iShares TIPS Bond. The purchase prices were between $108.81 and $122.54, with an estimated average price of $117.81. The stock is now traded at around $121.22. The impact to a portfolio due to this purchase was 0.25%. The holding were 15,880 shares as of .
New Purchase: Fidelity MSCI Health Care Index (FHLC)Milestone Group, Inc. initiated holding in Fidelity MSCI Health Care Index. The purchase prices were between $36.18 and $50.78, with an estimated average price of $47.11. The stock is now traded at around $48.94. The impact to a portfolio due to this purchase was 0.22%. The holding were 39,935 shares as of .
Added: Vanguard Growth (VUG)Milestone Group, Inc. added to a holding in Vanguard Growth by 146.20%. The purchase prices were between $137.53 and $201.6, with an estimated average price of $180.87. The stock is now traded at around $183.51. The impact to a portfolio due to this purchase was 2.3%. The holding were 189,097 shares as of .
Added: Vanguard Mid-Cap (VO)Milestone Group, Inc. added to a holding in Vanguard Mid-Cap by 6318.93%. The purchase prices were between $112.37 and $186.27, with an estimated average price of $167.2. The stock is now traded at around $150.81. The impact to a portfolio due to this purchase was 1.62%. The holding were 95,963 shares as of .
Added: Schwab International Equity (SCHF)Milestone Group, Inc. added to a holding in Schwab International Equity by 615.55%. The purchase prices were between $22.3 and $34.12, with an estimated average price of $31.02. The stock is now traded at around $27.22. The impact to a portfolio due to this purchase was 0.99%. The holding were 339,006 shares as of .
Added: Vanguard Value (VTV)Milestone Group, Inc. added to a holding in Vanguard Value by 414.63%. The purchase prices were between $76.76 and $121.42, with an estimated average price of $110.7. The stock is now traded at around $96.17. The impact to a portfolio due to this purchase was 0.7%. The holding were 74,514 shares as of .
Added: iShares Core U.S. Aggregate Bond (AGG)Milestone Group, Inc. added to a holding in iShares Core U.S. Aggregate Bond by 740.04%. The purchase prices were between $106.13 and $117.37, with an estimated average price of $113.26. The stock is now traded at around $116.65. The impact to a portfolio due to this purchase was 0.7%. The holding were 52,519 shares as of .
Added: SPDR Gold Trust (GLD)Milestone Group, Inc. added to a holding in SPDR Gold Trust by 1065.64%. The purchase prices were between $138.04 and $157.81, with an estimated average price of $148.89. The stock is now traded at around $161.51. The impact to a portfolio due to this purchase was 0.51%. The holding were 29,106 shares as of .
Sold Out: Boeing Co (BA)Milestone Group, Inc. sold out a holding in Boeing Co. The sale prices were between $95.01 and $347.45, with an estimated average price of $276.34.
Sold Out: Discover Financial Services (DFS)Milestone Group, Inc. sold out a holding in Discover Financial Services. The sale prices were between $25.25 and $85.85, with an estimated average price of $66.96.
Sold Out: Constellation Brands Inc (STZ)Milestone Group, Inc. sold out a holding in Constellation Brands Inc. The sale prices were between $105.64 and $208.34, with an estimated average price of $177.28.
Sold Out: U.S. Bancorp (USB)Milestone Group, Inc. sold out a holding in U.S. Bancorp. The sale prices were between $28.93 and $59.29, with an estimated average price of $48.59.
Sold Out: Wells Fargo & Co (WFC)Milestone Group, Inc. sold out a holding in Wells Fargo & Co. The sale prices were between $25.25 and $53.8, with an estimated average price of $42.87.
Sold Out: iShares Trust Residential Real Estate (REZ)Milestone Group, Inc. sold out a holding in iShares Trust Residential Real Estate. The sale prices were between $45.74 and $81.9, with an estimated average price of $72.67.
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