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Planning Directions Inc Buys Vanguard Short-Term Bond, Vanguard Short-Term Corporate Bond ETF, Vanguard Intermediate-Term Government Bond ETF, Sells iShares 1-3 Year Treasury Bond ETF, iShares Core U.S. Aggregate Bond, iShares Edge MSCI Intl Quality Facto

Investment company Planning Directions Inc (Current Portfolio) buys Vanguard Short-Term Bond, Vanguard Short-Term Corporate Bond ETF, Vanguard Intermediate-Term Government Bond ETF, Vanguard Div Appreciation, Schwab US Dividend Equity, sells iShares 1-3 Year Treasury Bond ETF, iShares Core U.S. Aggregate Bond, iShares Edge MSCI Intl Quality Factor, iShares National Muni Bond, Intel Corp during the 3-months ended 2020Q2, according to the most recent filings of the investment company, Planning Directions Inc. As of 2020Q2, Planning Directions Inc owns 52 stocks with a total value of $99 million. These are the details of the buys and sells.

For the details of PLANNING DIRECTIONS INC's stock buys and sells, go to https://www.gurufocus.com/guru/planning+directions+inc/current-portfolio/portfolio

These are the top 5 holdings of PLANNING DIRECTIONS INC
  1. Vanguard Short-Term Bond (BSV) - 369,618 shares, 31.00% of the total portfolio. New Position
  2. Vanguard Short-Term Corporate Bond ETF (VCSH) - 83,099 shares, 6.93% of the total portfolio. New Position
  3. Vanguard Intermediate-Term Government Bond ETF (VGIT) - 84,490 shares, 6.02% of the total portfolio. New Position
  4. Vanguard Div Appreciation (VIG) - 44,700 shares, 5.28% of the total portfolio. New Position
  5. Schwab US Dividend Equity (SCHD) - 91,974 shares, 4.80% of the total portfolio. New Position
New Purchase: Vanguard Short-Term Bond (BSV)

Planning Directions Inc initiated holding in Vanguard Short-Term Bond. The purchase prices were between $81.4 and $83, with an estimated average price of $82.44. The stock is now traded at around $83.17. The impact to a portfolio due to this purchase was 31%. The holding were 369,618 shares as of .

New Purchase: Vanguard Short-Term Corporate Bond ETF (VCSH)

Planning Directions Inc initiated holding in Vanguard Short-Term Corporate Bond ETF. The purchase prices were between $78.35 and $82.66, with an estimated average price of $81.32. The stock is now traded at around $82.89. The impact to a portfolio due to this purchase was 6.93%. The holding were 83,099 shares as of .

New Purchase: Vanguard Intermediate-Term Government Bond ETF (VGIT)

Planning Directions Inc initiated holding in Vanguard Intermediate-Term Government Bond ETF. The purchase prices were between $69.86 and $70.63, with an estimated average price of $70.4. The stock is now traded at around $70.62. The impact to a portfolio due to this purchase was 6.02%. The holding were 84,490 shares as of .

New Purchase: Vanguard Div Appreciation (VIG)

Planning Directions Inc initiated holding in Vanguard Div Appreciation. The purchase prices were between $99.31 and $123.37, with an estimated average price of $113.64. The stock is now traded at around $123.00. The impact to a portfolio due to this purchase was 5.28%. The holding were 44,700 shares as of .

New Purchase: Schwab US Dividend Equity (SCHD)

Planning Directions Inc initiated holding in Schwab US Dividend Equity. The purchase prices were between $43.56 and $56.5, with an estimated average price of $50.55. The stock is now traded at around $53.68. The impact to a portfolio due to this purchase was 4.8%. The holding were 91,974 shares as of .

New Purchase: Vanguard Mega Cap Value (MGV)

Planning Directions Inc initiated holding in Vanguard Mega Cap Value. The purchase prices were between $63.17 and $80.68, with an estimated average price of $72.25. The stock is now traded at around $76.43. The impact to a portfolio due to this purchase was 4.43%. The holding were 59,913 shares as of .

Added: SPDR S&P Dividend (SDY)

Planning Directions Inc added to a holding in SPDR S&P Dividend by 401.73%. The purchase prices were between $76.15 and $100.68, with an estimated average price of $87.74. The stock is now traded at around $93.76. The impact to a portfolio due to this purchase was 2.95%. The holding were 40,013 shares as of .

Added: Apple Inc (AAPL)

Planning Directions Inc added to a holding in Apple Inc by 70.77%. The purchase prices were between $240.91 and $366.53, with an estimated average price of $308.62. The stock is now traded at around $388.00. The impact to a portfolio due to this purchase was 1.61%. The holding were 10,576 shares as of .

Added: Vanguard Small-Cap (VB)

Planning Directions Inc added to a holding in Vanguard Small-Cap by 198.79%. The purchase prices were between $106.26 and $156.76, with an estimated average price of $133.91. The stock is now traded at around $151.26. The impact to a portfolio due to this purchase was 1.04%. The holding were 10,652 shares as of .

Added: iShares Edge MSCI Min Vol USA (USMV)

Planning Directions Inc added to a holding in iShares Edge MSCI Min Vol USA by 49.07%. The purchase prices were between $51.94 and $64.01, with an estimated average price of $59.26. The stock is now traded at around $63.01. The impact to a portfolio due to this purchase was 0.65%. The holding were 32,234 shares as of .

Added: Constellation Brands Inc (STZ)

Planning Directions Inc added to a holding in Constellation Brands Inc by 67.87%. The purchase prices were between $131.22 and $185.93, with an estimated average price of $166.29. The stock is now traded at around $180.77. The impact to a portfolio due to this purchase was 0.23%. The holding were 3,297 shares as of .

Added: iShares U.S. Consumer Services (IYC)

Planning Directions Inc added to a holding in iShares U.S. Consumer Services by 47.85%. The purchase prices were between $167.66 and $232.77, with an estimated average price of $206.2. The stock is now traded at around $233.05. The impact to a portfolio due to this purchase was 0.12%. The holding were 1,684 shares as of .

Sold Out: iShares 1-3 Year Treasury Bond ETF (SHY)

Planning Directions Inc sold out a holding in iShares 1-3 Year Treasury Bond ETF. The sale prices were between $86.48 and $86.8, with an estimated average price of $86.61.

Sold Out: iShares Core U.S. Aggregate Bond (AGG)

Planning Directions Inc sold out a holding in iShares Core U.S. Aggregate Bond. The sale prices were between $114.07 and $117.99, with an estimated average price of $116.59.

Sold Out: iShares Edge MSCI Intl Quality Factor (IQLT)

Planning Directions Inc sold out a holding in iShares Edge MSCI Intl Quality Factor. The sale prices were between $24.59 and $30.29, with an estimated average price of $27.67.

Sold Out: iShares National Muni Bond (MUB)

Planning Directions Inc sold out a holding in iShares National Muni Bond. The sale prices were between $109.93 and $115.44, with an estimated average price of $113.52.

Sold Out: Intel Corp (INTC)

Planning Directions Inc sold out a holding in Intel Corp. The sale prices were between $51.88 and $64.34, with an estimated average price of $59.71.

Sold Out: Mastercard Inc (MA)

Planning Directions Inc sold out a holding in Mastercard Inc. The sale prices were between $228.61 and $313.15, with an estimated average price of $281.32.



Here is the complete portfolio of PLANNING DIRECTIONS INC. Also check out:

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