- New Purchases: BSV, VCSH, VGIT, VIG, SCHD, MGV, VUG, XLP, IUSG, ACWV, FVD, VHT, VOT, VOE, VO, IYH, VBR, VOO, VBK, IYJ, IJR, BA, ITA, CMCSA, SCHA, MCD, XAR, HD, VGSH, PEP, CRMD, T, IVV, XMLV, PG, VGT, MGK, VWO, WTRG, IJH,
- Added Positions: SDY, AAPL, VB, USMV, STZ, IYC,
- Reduced Positions: AMZN, DIS, MSFT, LOW, ITOT, XOM,
- Sold Out: SHY, AGG, IQLT, MUB, INTC, MA, TGT, BRK.B, VTI, JNJ, PFE, CSCO, JPM, VZ, NVDA, WBA, GOOGL, ECL, WMT, ROP, IBM, UNH, SWK, FB, DHR, MRK, PWOD, FTEC, MCK, FISV, TMO, DVYE, V, HPQ, OLED, IEFA, FHLC, ALL, APTV, WFC, CZNC, BAC, PRU, ALXN, CODI,
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- Vanguard Short-Term Bond (BSV) - 369,618 shares, 31.00% of the total portfolio. New Position
- Vanguard Short-Term Corporate Bond ETF (VCSH) - 83,099 shares, 6.93% of the total portfolio. New Position
- Vanguard Intermediate-Term Government Bond ETF (VGIT) - 84,490 shares, 6.02% of the total portfolio. New Position
- Vanguard Div Appreciation (VIG) - 44,700 shares, 5.28% of the total portfolio. New Position
- Schwab US Dividend Equity (SCHD) - 91,974 shares, 4.80% of the total portfolio. New Position
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:
1. PLANNING DIRECTIONS INC's Undervalued Stocks
2. PLANNING DIRECTIONS INC's Top Growth Companies, and
3. PLANNING DIRECTIONS INC's High Yield stocks
4. Stocks that PLANNING DIRECTIONS INC keeps buying