- New Purchases: GSY, FMB, AGNC, Z, ZG, NIO,
- Added Positions: LMBS, PINS, BAC, FTCS,
- Reduced Positions: VCSH, AAPL, FDX, WPC, KWEB, NEAR, IVV, MDY, SCHX,
- Sold Out: CVX,
For the details of Vishria Bird Financial Group, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/vishria+bird+financial+group%2C+llc/current-portfolio/portfolio
These are the top 5 holdings of Vishria Bird Financial Group, LLC- Vanguard Short-Term Corporate Bond ETF (VCSH) - 270,715 shares, 14.58% of the total portfolio. Shares reduced by 21.7%
- Invesco Ultra Short Duration ETF (GSY) - 268,122 shares, 8.80% of the total portfolio. New Position
- Apple Inc (AAPL) - 107,332 shares, 8.08% of the total portfolio. Shares reduced by 18.29%
- Amazon.com Inc (AMZN) - 3,795 shares, 7.77% of the total portfolio. Shares reduced by 0.05%
- First Trust Managed Municipal ETF (FMB) - 203,574 shares, 7.36% of the total portfolio. New Position
Vishria Bird Financial Group, LLC initiated holding in Invesco Ultra Short Duration ETF. The purchase prices were between $50.29 and $50.54, with an estimated average price of $50.43. The stock is now traded at around $50.53. The impact to a portfolio due to this purchase was 8.8%. The holding were 268,122 shares as of .
New Purchase: First Trust Managed Municipal ETF (FMB)Vishria Bird Financial Group, LLC initiated holding in First Trust Managed Municipal ETF. The purchase prices were between $55.04 and $56.33, with an estimated average price of $55.75. The stock is now traded at around $55.41. The impact to a portfolio due to this purchase was 7.36%. The holding were 203,574 shares as of .
New Purchase: AGNC Investment Corp (AGNC)Vishria Bird Financial Group, LLC initiated holding in AGNC Investment Corp. The purchase prices were between $12.67 and $14.61, with an estimated average price of $13.75. The stock is now traded at around $14.08. The impact to a portfolio due to this purchase was 4.31%. The holding were 477,110 shares as of .
New Purchase: Zillow Group Inc (Z)Vishria Bird Financial Group, LLC initiated holding in Zillow Group Inc. The purchase prices were between $57.85 and $101.59, with an estimated average price of $77.91. The stock is now traded at around $88.70. The impact to a portfolio due to this purchase was 0.77%. The holding were 11,649 shares as of .
New Purchase: Zillow Group Inc (ZG)Vishria Bird Financial Group, LLC initiated holding in Zillow Group Inc. The purchase prices were between $57.75 and $101.54, with an estimated average price of $77.67. The stock is now traded at around $89.42. The impact to a portfolio due to this purchase was 0.68%. The holding were 10,282 shares as of .
New Purchase: NIO Inc (NIO)Vishria Bird Financial Group, LLC initiated holding in NIO Inc. The purchase prices were between $7.91 and $21.22, with an estimated average price of $15.35. The stock is now traded at around $32.71. The impact to a portfolio due to this purchase was 0.36%. The holding were 26,000 shares as of .
Added: First Trust Low Duration Mortgage Opportunities ET (LMBS)Vishria Bird Financial Group, LLC added to a holding in First Trust Low Duration Mortgage Opportunities ET by 240.00%. The purchase prices were between $51.62 and $51.89, with an estimated average price of $51.74. The stock is now traded at around $51.52. The impact to a portfolio due to this purchase was 0.59%. The holding were 24,990 shares as of .
Added: Pinterest Inc (PINS)Vishria Bird Financial Group, LLC added to a holding in Pinterest Inc by 39.05%. The purchase prices were between $23.28 and $41.51, with an estimated average price of $32.5. The stock is now traded at around $58.14. The impact to a portfolio due to this purchase was 0.13%. The holding were 17,900 shares as of .
Sold Out: Chevron Corp (CVX)Vishria Bird Financial Group, LLC sold out a holding in Chevron Corp. The sale prices were between $71.8 and $91.39, with an estimated average price of $84.13.
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