Ogorek Anthony Joseph Buys Schwab U.S. Broad Market ETF, Vanguard Total International Stock, iShares S&P Global Clean Energy Index Fund, Sells Vanguard Dividend Appreciation FTF, iShares Expanded Tech-Software Sector ETF, BTC iShares MSCI USA Min Vol Fac

Investment company Ogorek Anthony Joseph (Current Portfolio) buys Schwab U.S. Broad Market ETF, Vanguard Total International Stock, iShares S&P Global Clean Energy Index Fund, The Home Depot Inc, Corning Inc, sells Vanguard Dividend Appreciation FTF, iShares Expanded Tech-Software Sector ETF, BTC iShares MSCI USA Min Vol Factor ETF, Schwab U.S. Large-Cap Growth ETF, Washington Trust Bancorp Inc during the 3-months ended 2021Q1, according to the most recent filings of the investment company, Ogorek Anthony Joseph . As of 2021Q1, Ogorek Anthony Joseph owns 188 stocks with a total value of $178 million. These are the details of the buys and sells.

For the details of OGOREK ANTHONY JOSEPH 's stock buys and sells, go to https://www.gurufocus.com/guru/ogorek+anthony+joseph+/current-portfolio/portfolio

These are the top 5 holdings of OGOREK ANTHONY JOSEPH
  1. Vanguard Growth ETF (VUG) - 158,167 shares, 22.84% of the total portfolio. Shares reduced by 0.7%
  2. Schwab U.S. Broad Market ETF (SCHB) - 287,896 shares, 15.64% of the total portfolio. Shares added by 413.13%
  3. Vanguard Total Stock Market ETF (VTI) - 84,869 shares, 9.85% of the total portfolio. Shares reduced by 0.07%
  4. Vanguard Dividend Appreciation FTF (VIG) - 94,523 shares, 7.81% of the total portfolio. Shares reduced by 60.5%
  5. iShares U.S. Medical Devices ETF (IHI) - 32,908 shares, 6.11% of the total portfolio. Shares added by 2.32%
New Purchase: Vanguard Total International Stock (VXUS)

Ogorek Anthony Joseph initiated holding in Vanguard Total International Stock. The purchase prices were between $60.16 and $64.52, with an estimated average price of $62.59. The stock is now traded at around $65.200000. The impact to a portfolio due to this purchase was 2.18%. The holding were 61,897 shares as of 2021-03-31.

New Purchase: iShares S&P Global Clean Energy Index Fund (ICLN)

Ogorek Anthony Joseph initiated holding in iShares S&P Global Clean Energy Index Fund. The purchase prices were between $22.27 and $33.41, with an estimated average price of $27.97. The stock is now traded at around $24.620000. The impact to a portfolio due to this purchase was 1.45%. The holding were 105,972 shares as of 2021-03-31.

New Purchase: The Home Depot Inc (HD)

Ogorek Anthony Joseph initiated holding in The Home Depot Inc. The purchase prices were between $250.93 and $305.25, with an estimated average price of $275.5. The stock is now traded at around $319.990000. The impact to a portfolio due to this purchase was 0.87%. The holding were 5,069 shares as of 2021-03-31.

New Purchase: Vanguard FTSE Emerging Markets ETF (VWO)

Ogorek Anthony Joseph initiated holding in Vanguard FTSE Emerging Markets ETF. The purchase prices were between $50.28 and $56.42, with an estimated average price of $53.17. The stock is now traded at around $53.380000. The impact to a portfolio due to this purchase was 0.16%. The holding were 5,350 shares as of 2021-03-31.

New Purchase: SPDR S&P Kensho New Economies Composite ETF (KOMP)

Ogorek Anthony Joseph initiated holding in SPDR S&P Kensho New Economies Composite ETF. The purchase prices were between $57 and $75.36, with an estimated average price of $67.55. The stock is now traded at around $69.470000. The impact to a portfolio due to this purchase was 0.12%. The holding were 3,292 shares as of 2021-03-31.

New Purchase: ARK Genomic Revolution ETF (ARKG)

Ogorek Anthony Joseph initiated holding in ARK Genomic Revolution ETF. The purchase prices were between $81.74 and $112.47, with an estimated average price of $99.19. The stock is now traded at around $92.340000. The impact to a portfolio due to this purchase was 0.11%. The holding were 2,151 shares as of 2021-03-31.

Added: Schwab U.S. Broad Market ETF (SCHB)

Ogorek Anthony Joseph added to a holding in Schwab U.S. Broad Market ETF by 413.13%. The purchase prices were between $89.77 and $97.61, with an estimated average price of $94.59. The stock is now traded at around $102.020000. The impact to a portfolio due to this purchase was 12.59%. The holding were 287,896 shares as of 2021-03-31.

Added: Corning Inc (GLW)

Ogorek Anthony Joseph added to a holding in Corning Inc by 13668.48%. The purchase prices were between $34.92 and $43.6, with an estimated average price of $38.37. The stock is now traded at around $46.070000. The impact to a portfolio due to this purchase was 0.85%. The holding were 35,385 shares as of 2021-03-31.

Added: Merck & Co Inc (MRK)

Ogorek Anthony Joseph added to a holding in Merck & Co Inc by 44.65%. The purchase prices were between $72.17 and $85, with an estimated average price of $77.43. The stock is now traded at around $77.530000. The impact to a portfolio due to this purchase was 0.41%. The holding were 30,632 shares as of 2021-03-31.

Added: Gilead Sciences Inc (GILD)

Ogorek Anthony Joseph added to a holding in Gilead Sciences Inc by 36.57%. The purchase prices were between $58.26 and $68.46, with an estimated average price of $64.4. The stock is now traded at around $65.760000. The impact to a portfolio due to this purchase was 0.36%. The holding were 37,415 shares as of 2021-03-31.

Added: McDonald's Corp (MCD)

Ogorek Anthony Joseph added to a holding in McDonald's Corp by 35.10%. The purchase prices were between $204.84 and $227.35, with an estimated average price of $213.82. The stock is now traded at around $232.310000. The impact to a portfolio due to this purchase was 0.36%. The holding were 11,028 shares as of 2021-03-31.

Added: American Electric Power Co Inc (AEP)

Ogorek Anthony Joseph added to a holding in American Electric Power Co Inc by 30.32%. The purchase prices were between $74.85 and $85.84, with an estimated average price of $80.62. The stock is now traded at around $87.600000. The impact to a portfolio due to this purchase was 0.32%. The holding were 29,244 shares as of 2021-03-31.

Sold Out: Washington Trust Bancorp Inc (WASH)

Ogorek Anthony Joseph sold out a holding in Washington Trust Bancorp Inc. The sale prices were between $43.45 and $54.5, with an estimated average price of $48.44.

Sold Out: Exxon Mobil Corp (XOM)

Ogorek Anthony Joseph sold out a holding in Exxon Mobil Corp. The sale prices were between $41.22 and $61.97, with an estimated average price of $52.15.

Sold Out: Realty Income Corp (O)

Ogorek Anthony Joseph sold out a holding in Realty Income Corp. The sale prices were between $57.78 and $64.22, with an estimated average price of $61.13.

Sold Out: Main Street Capital Corp (MAIN)

Ogorek Anthony Joseph sold out a holding in Main Street Capital Corp. The sale prices were between $31.35 and $39.56, with an estimated average price of $35.01.

Sold Out: American International Group Inc (AIG)

Ogorek Anthony Joseph sold out a holding in American International Group Inc. The sale prices were between $37.13 and $48.44, with an estimated average price of $43.07.

Sold Out: Marathon Petroleum Corp (MPC)

Ogorek Anthony Joseph sold out a holding in Marathon Petroleum Corp. The sale prices were between $40.75 and $58.18, with an estimated average price of $50.26.



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