1. How to use GuruFocus - Tutorials
  2. What Is in the GuruFocus Premium Membership?
  3. A DIY Guide on How to Invest Using Guru Strategies
insider
insider
Articles 

Compton Wealth Advisory Group, LLC Buys Vanguard Value, Vanguard Small-Cap Value, Sells Dollar Tree Inc, Vanguard Total Bond Market ETF, Nicolet Bankshares Inc

Investment company Compton Wealth Advisory Group, LLC (Current Portfolio) buys Vanguard Value, Vanguard Small-Cap Value, sells Dollar Tree Inc, Vanguard Total Bond Market ETF, Nicolet Bankshares Inc, Mastercard Inc, iShares Core MSCI EAFE during the 3-months ended 2020Q1, according to the most recent filings of the investment company, Compton Wealth Advisory Group, LLC. As of 2020Q1, Compton Wealth Advisory Group, LLC owns 51 stocks with a total value of $77 million. These are the details of the buys and sells.

For the details of Compton Wealth Advisory Group, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/compton+wealth+advisory+group%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Compton Wealth Advisory Group, LLC
  1. Vanguard Div Appreciation (VIG) - 54,160 shares, 7.32% of the total portfolio. Shares added by 3.87%
  2. Vanguard Value (VTV) - 55,084 shares, 6.41% of the total portfolio. Shares added by 35.05%
  3. Vanguard FTSE Developed Markets (VEA) - 146,088 shares, 6.36% of the total portfolio. Shares added by 17.54%
  4. Invesco BuyBack Achievers ETF (PKW) - 94,929 shares, 6.01% of the total portfolio. Shares reduced by 7.17%
  5. Apple Inc (AAPL) - 15,838 shares, 5.26% of the total portfolio. Shares reduced by 3.64%
Added: Vanguard Value (VTV)

Compton Wealth Advisory Group, LLC added to a holding in Vanguard Value by 35.05%. 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 $96.97. The impact to a portfolio due to this purchase was 1.66%. The holding were 55,084 shares as of .

Added: Vanguard Small-Cap Value (VBR)

Compton Wealth Advisory Group, LLC added to a holding in Vanguard Small-Cap Value by 105.57%. 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 $98.72. The impact to a portfolio due to this purchase was 1.12%. The holding were 18,808 shares as of .

Sold Out: Vanguard Total Bond Market ETF (BND)

Compton Wealth Advisory Group, LLC sold out a holding in Vanguard Total Bond Market ETF. The sale prices were between $79.99 and $87.59, with an estimated average price of $84.43.

Sold Out: Nicolet Bankshares Inc (NCBS)

Compton Wealth Advisory Group, LLC sold out a holding in Nicolet Bankshares Inc. The sale prices were between $51.85 and $73.85, with an estimated average price of $67.49.

Sold Out: iShares Core MSCI EAFE (IEFA)

Compton Wealth Advisory Group, LLC sold out a holding in iShares Core MSCI EAFE. The sale prices were between $43.31 and $66.12, with an estimated average price of $59.51.

Sold Out: Mastercard Inc (MA)

Compton Wealth Advisory Group, LLC sold out a holding in Mastercard Inc. The sale prices were between $203.3 and $344.56, with an estimated average price of $298.41.

Sold Out: iShares Russell 2000 Value (IWN)

Compton Wealth Advisory Group, LLC sold out a holding in iShares Russell 2000 Value. The sale prices were between $71.38 and $128.75, with an estimated average price of $111.58.

Sold Out: Intel Corp (INTC)

Compton Wealth Advisory Group, LLC sold out a holding in Intel Corp. The sale prices were between $44.61 and $68.47, with an estimated average price of $59.3.



Here is the complete portfolio of Compton Wealth Advisory Group, LLC. Also check out:

1. Compton Wealth Advisory Group, LLC's Undervalued Stocks
2. Compton Wealth Advisory Group, LLC's Top Growth Companies, and
3. Compton Wealth Advisory Group, LLC's High Yield stocks
4. Stocks that Compton Wealth Advisory Group, LLC keeps buying

Rating: 0.0/5 (0 votes)

Comments

Please leave your comment:



Performances of the stocks mentioned by insider


User Generated Screeners


pjmason14Momentum
pascal.van.garsseHigh FCF-M2
kosalmmuse6
kosalmmuseBest one1
DBrizanall 2019Feb26
kosalmmuseBest one
DBrizanall 2019Feb25
kosalmmuseNice
kosalmmusehan
MsDale*52-Week Low
Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)