Hurlow Wealth Management Group, Inc. Buys Vanguard Intermediate-Term Corporate Bond ETF, Vanguard Tax-Exempt Bond ETF, Alphabet Inc, Sells Eaton Vance Corp, Brown-Forman Corp, Facebook Inc

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Apr 20, 2021
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Investment company Hurlow Wealth Management Group, Inc. (Current Portfolio) buys Vanguard Intermediate-Term Corporate Bond ETF, Vanguard Tax-Exempt Bond ETF, Alphabet Inc, iShares iBoxx USD High Yield Corporate Bond ETF, Vanguard Short-Term Inflation-Protected Securities, sells Eaton Vance Corp, Brown-Forman Corp, Facebook Inc, Schwab U.S. Tips ETF during the 3-months ended 2021Q1, according to the most recent filings of the investment company, Hurlow Wealth Management Group, Inc.. As of 2021Q1, Hurlow Wealth Management Group, Inc. owns 96 stocks with a total value of $139 million. These are the details of the buys and sells.

For the details of Hurlow Wealth Management Group, Inc.'s stock buys and sells,go to https://www.gurufocus.com/guru/hurlow+wealth+management+group%2C+inc./current-portfolio/portfolio

These are the top 5 holdings of Hurlow Wealth Management Group, Inc.
  1. Vanguard Large Cap ETF (VV) - 90,617 shares, 12.11% of the total portfolio. Shares added by 4.73%
  2. Vanguard Small Cap ETF (VB) - 56,837 shares, 8.77% of the total portfolio. Shares reduced by 3.72%
  3. Vanguard FTSE Developed Markets ETF (VEA) - 228,133 shares, 8.08% of the total portfolio. Shares added by 4.26%
  4. Vanguard Growth ETF (VUG) - 35,850 shares, 6.65% of the total portfolio. Shares reduced by 0.87%
  5. Vanguard Real Estate Index Fund ETF (VNQ) - 86,422 shares, 5.73% of the total portfolio. Shares added by 8.05%
New Purchase: Alphabet Inc (GOOGL)

Hurlow Wealth Management Group, Inc. initiated holding in Alphabet Inc. The purchase prices were between $1722.88 and $2118.62, with an estimated average price of $1975.79. The stock is now traded at around $2279.010000. The impact to a portfolio due to this purchase was 0.25%. The holding were 170 shares as of 2021-03-31.

New Purchase: Intel Corp (INTC)

Hurlow Wealth Management Group, Inc. initiated holding in Intel Corp. The purchase prices were between $49.67 and $65.78, with an estimated average price of $59.63. The stock is now traded at around $62.700000. The impact to a portfolio due to this purchase was 0.17%. The holding were 3,713 shares as of 2021-03-31.

New Purchase: Polaris Inc (PII)

Hurlow Wealth Management Group, Inc. initiated holding in Polaris Inc. The purchase prices were between $95.71 and $140.51, with an estimated average price of $121.88. The stock is now traded at around $143.000000. The impact to a portfolio due to this purchase was 0.16%. The holding were 1,619 shares as of 2021-03-31.

New Purchase: Morgan Stanley (MS)

Hurlow Wealth Management Group, Inc. initiated holding in Morgan Stanley. The purchase prices were between $67.05 and $84.34, with an estimated average price of $76.61. The stock is now traded at around $77.290000. The impact to a portfolio due to this purchase was 0.16%. The holding were 2,824 shares as of 2021-03-31.

New Purchase: PowerShares QQQ Trust Ser 1 (QQQ)

Hurlow Wealth Management Group, Inc. initiated holding in PowerShares QQQ Trust Ser 1. The purchase prices were between $299.56 and $336.03, with an estimated average price of $319.4. The stock is now traded at around $336.410000. The impact to a portfolio due to this purchase was 0.15%. The holding were 635 shares as of 2021-03-31.

New Purchase: Comcast Corp (CMCSA)

Hurlow Wealth Management Group, Inc. initiated holding in Comcast Corp. The purchase prices were between $48.42 and $58.04, with an estimated average price of $52.83. The stock is now traded at around $54.160000. The impact to a portfolio due to this purchase was 0.15%. The holding were 3,859 shares as of 2021-03-31.

Added: Vanguard Intermediate-Term Corporate Bond ETF (VCIT)

Hurlow Wealth Management Group, Inc. added to a holding in Vanguard Intermediate-Term Corporate Bond ETF by 30.16%. The purchase prices were between $92.44 and $96.49, with an estimated average price of $94.68. The stock is now traded at around $93.700000. The impact to a portfolio due to this purchase was 0.62%. The holding were 39,747 shares as of 2021-03-31.

Added: Vanguard Tax-Exempt Bond ETF (VTEB)

Hurlow Wealth Management Group, Inc. added to a holding in Vanguard Tax-Exempt Bond ETF by 83.82%. The purchase prices were between $54.22 and $55.34, with an estimated average price of $54.79. The stock is now traded at around $55.120000. The impact to a portfolio due to this purchase was 0.27%. The holding were 14,880 shares as of 2021-03-31.

Added: iShares iBoxx USD High Yield Corporate Bond ETF (HYG)

Hurlow Wealth Management Group, Inc. added to a holding in iShares iBoxx USD High Yield Corporate Bond ETF by 40.53%. The purchase prices were between $85.44 and $87.17, with an estimated average price of $86.42. The stock is now traded at around $87.010000. The impact to a portfolio due to this purchase was 0.21%. The holding were 11,848 shares as of 2021-03-31.

Added: Vanguard Short-Term Inflation-Protected Securities (VTIP)

Hurlow Wealth Management Group, Inc. added to a holding in Vanguard Short-Term Inflation-Protected Securities by 24.60%. The purchase prices were between $51.02 and $51.64, with an estimated average price of $51.33. The stock is now traded at around $51.750000. The impact to a portfolio due to this purchase was 0.19%. The holding were 26,226 shares as of 2021-03-31.

Added: The Walt Disney Co (DIS)

Hurlow Wealth Management Group, Inc. added to a holding in The Walt Disney Co by 37.65%. The purchase prices were between $163.03 and $201.91, with an estimated average price of $184.47. The stock is now traded at around $182.800000. The impact to a portfolio due to this purchase was 0.1%. The holding were 2,782 shares as of 2021-03-31.

Sold Out: Eaton Vance Corp (EV)

Hurlow Wealth Management Group, Inc. sold out a holding in Eaton Vance Corp. The sale prices were between $67.14 and $74.76, with an estimated average price of $71.13.

Sold Out: Brown-Forman Corp (BF.B)

Hurlow Wealth Management Group, Inc. sold out a holding in Brown-Forman Corp. The sale prices were between $68.41 and $78.43, with an estimated average price of $73.33.

Sold Out: Facebook Inc (FB)

Hurlow Wealth Management Group, Inc. sold out a holding in Facebook Inc. The sale prices were between $245.64 and $294.53, with an estimated average price of $269.28.

Sold Out: Schwab U.S. Tips ETF (SCHP)

Hurlow Wealth Management Group, Inc. sold out a holding in Schwab U.S. Tips ETF. The sale prices were between $60.43 and $62.21, with an estimated average price of $61.51.



Here is the complete portfolio of Hurlow Wealth Management Group, Inc.. Also check out:

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3. Hurlow Wealth Management Group, Inc.'s High Yield stocks
4. Stocks that Hurlow Wealth Management Group, Inc. keeps buying
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