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Total Wealth Planning, LLC Buys Vanguard Value, Vanguard Mid-Cap Value, Vanguard Small-Cap Value, Sells Vanguard Global ex-U.S. Real Estate ETF, iShares Global Infrastructure ETF, iShares MSCI EAFE Growth

Investment company Total Wealth Planning, LLC (Current Portfolio) buys Vanguard Value, Vanguard Mid-Cap Value, Vanguard Small-Cap Value, Vanguard Mid-Cap Growth, iShares S&P 500 Value, sells Vanguard Global ex-U.S. Real Estate ETF, iShares Global Infrastructure ETF, iShares MSCI EAFE Growth, Vanguard Total Bond Market ETF, iShares S&P Mid-Cap 400 Growth during the 3-months ended 2020Q1, according to the most recent filings of the investment company, Total Wealth Planning, LLC. As of 2020Q1, Total Wealth Planning, LLC owns 31 stocks with a total value of $149 million. These are the details of the buys and sells.

For the details of Total Wealth Planning, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/total+wealth+planning%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Total Wealth Planning, LLC
  1. Vanguard Short-Term Corporate Bond ETF (VCSH) - 443,559 shares, 23.57% of the total portfolio. Shares reduced by 8.7%
  2. Schwab US Aggregate Bond (SCHZ) - 437,974 shares, 15.97% of the total portfolio. Shares reduced by 16.22%
  3. Vanguard Value (VTV) - 193,599 shares, 11.58% of the total portfolio. Shares added by 20.74%
  4. Vanguard Growth (VUG) - 93,938 shares, 9.89% of the total portfolio. Shares reduced by 1.19%
  5. Vanguard Small-Cap Value (VBR) - 88,945 shares, 5.30% of the total portfolio. Shares added by 37.34%
New Purchase: Microsoft Corp (MSFT)

Total Wealth Planning, LLC initiated holding in Microsoft Corp. The purchase prices were between $135.42 and $188.7, with an estimated average price of $164.71. The stock is now traded at around $182.51. The impact to a portfolio due to this purchase was 0.15%. The holding were 1,410 shares as of .

Added: Vanguard Value (VTV)

Total Wealth Planning, LLC added to a holding in Vanguard Value by 20.74%. 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 $94.95. The impact to a portfolio due to this purchase was 1.99%. The holding were 193,599 shares as of .

Added: Vanguard Mid-Cap Value (VOE)

Total Wealth Planning, LLC added to a holding in Vanguard Mid-Cap Value by 71.22%. The purchase prices were between $68.69 and $121.9, with an estimated average price of $108.87. The stock is now traded at around $87.30. The impact to a portfolio due to this purchase was 1.83%. The holding were 80,335 shares as of .

Added: Vanguard Small-Cap Value (VBR)

Total Wealth Planning, LLC added to a holding in Vanguard Small-Cap Value by 37.34%. 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 $94.74. The impact to a portfolio due to this purchase was 1.44%. The holding were 88,945 shares as of .

Added: Vanguard Mid-Cap Growth (VOT)

Total Wealth Planning, LLC added to a holding in Vanguard Mid-Cap Growth by 40.14%. The purchase prices were between $108.51 and $170.49, with an estimated average price of $153.09. The stock is now traded at around $149.06. The impact to a portfolio due to this purchase was 0.62%. The holding were 25,415 shares as of .

Added: iShares S&P 500 Value (IVE)

Total Wealth Planning, LLC added to a holding in iShares S&P 500 Value by 43.98%. The purchase prices were between $82.22 and $130.6, with an estimated average price of $117.99. The stock is now traded at around $102.77. The impact to a portfolio due to this purchase was 0.29%. The holding were 14,610 shares as of .

Added: iShares Russell 2000 Value (IWN)

Total Wealth Planning, LLC added to a holding in iShares Russell 2000 Value by 47.99%. The purchase prices were between $71.38 and $128.75, with an estimated average price of $111.58. The stock is now traded at around $85.81. The impact to a portfolio due to this purchase was 0.07%. The holding were 4,132 shares as of .

Sold Out: iShares MSCI EAFE Growth (EFG)

Total Wealth Planning, LLC sold out a holding in iShares MSCI EAFE Growth. The sale prices were between $62.16 and $88.65, with an estimated average price of $81.

Sold Out: iShares S&P Mid-Cap 400 Growth (IJK)

Total Wealth Planning, LLC sold out a holding in iShares S&P Mid-Cap 400 Growth. The sale prices were between $150.02 and $246.96, with an estimated average price of $219.43.

Sold Out: iShares Russell 2000 Growth (IWO)

Total Wealth Planning, LLC sold out a holding in iShares Russell 2000 Growth. The sale prices were between $135.3 and $224.78, with an estimated average price of $198.15.

Sold Out: Apple Inc (AAPL)

Total Wealth Planning, LLC sold out a holding in Apple Inc. The sale prices were between $224.37 and $327.2, with an estimated average price of $295.01.



Here is the complete portfolio of Total Wealth Planning, LLC. Also check out:

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

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