IAM Advisory, LLC Buys Vanguard Total Stock Market ETF, Vanguard FTSE Emerging Markets ETF, Vanguard FTSE Europe ETF, Sells ProShares S&P 500 Dividend Aristocrats ETF, John Hancock Multifactor Large Cap ETF, Invesco Dynamic Large Cap Growth ETF

Investment company IAM Advisory, LLC (Current Portfolio) buys Vanguard Total Stock Market ETF, Vanguard FTSE Emerging Markets ETF, Vanguard FTSE Europe ETF, iShares Core MSCI Emerging Markets ETF, iShares Core S&P Total U.S. Stock Market ETF, sells ProShares S&P 500 Dividend Aristocrats ETF, John Hancock Multifactor Large Cap ETF, Invesco Dynamic Large Cap Growth ETF, Industrial Select Sector SPDR, Materials Select Sector SPDR during the 3-months ended 2021Q2, according to the most recent filings of the investment company, IAM Advisory, LLC. As of 2021Q2, IAM Advisory, LLC owns 41 stocks with a total value of $738 million. These are the details of the buys and sells.

For the details of IAM Advisory, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/iam+advisory%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of IAM Advisory, LLC
  1. Vanguard Total Stock Market ETF (VTI) - 567,304 shares, 17.14% of the total portfolio. New Position
  2. Vanguard FTSE Emerging Markets ETF (VWO) - 1,708,697 shares, 12.58% of the total portfolio. New Position
  3. Vanguard FTSE Europe ETF (VGK) - 1,290,201 shares, 11.77% of the total portfolio. New Position
  4. iShares Core MSCI Emerging Markets ETF (IEMG) - 1,052,546 shares, 9.56% of the total portfolio. New Position
  5. iShares Core S&P Total U.S. Stock Market ETF (ITOT) - 664,461 shares, 8.90% of the total portfolio. New Position
New Purchase: Vanguard Total Stock Market ETF (VTI)

IAM Advisory, LLC initiated holding in Vanguard Total Stock Market ETF. The purchase prices were between $206.06 and $222.82, with an estimated average price of $216.25. The stock is now traded at around $222.500000. The impact to a portfolio due to this purchase was 17.14%. The holding were 567,304 shares as of 2021-06-30.

New Purchase: Vanguard FTSE Emerging Markets ETF (VWO)

IAM Advisory, LLC initiated holding in Vanguard FTSE Emerging Markets ETF. The purchase prices were between $50.69 and $54.85, with an estimated average price of $53. The stock is now traded at around $52.110000. The impact to a portfolio due to this purchase was 12.58%. The holding were 1,708,697 shares as of 2021-06-30.

New Purchase: Vanguard FTSE Europe ETF (VGK)

IAM Advisory, LLC initiated holding in Vanguard FTSE Europe ETF. The purchase prices were between $62.31 and $69.59, with an estimated average price of $66.78. The stock is now traded at around $65.830000. The impact to a portfolio due to this purchase was 11.77%. The holding were 1,290,201 shares as of 2021-06-30.

New Purchase: iShares Core MSCI Emerging Markets ETF (IEMG)

IAM Advisory, LLC initiated holding in iShares Core MSCI Emerging Markets ETF. The purchase prices were between $62.73 and $67.66, with an estimated average price of $65.51. The stock is now traded at around $64.350000. The impact to a portfolio due to this purchase was 9.56%. The holding were 1,052,546 shares as of 2021-06-30.

New Purchase: iShares Core S&P Total U.S. Stock Market ETF (ITOT)

IAM Advisory, LLC initiated holding in iShares Core S&P Total U.S. Stock Market ETF. The purchase prices were between $91.38 and $98.86, with an estimated average price of $95.92. The stock is now traded at around $98.670000. The impact to a portfolio due to this purchase was 8.9%. The holding were 664,461 shares as of 2021-06-30.

New Purchase: iShares Core MSCI Europe ETF (IEUR)

IAM Advisory, LLC initiated holding in iShares Core MSCI Europe ETF. The purchase prices were between $53.18 and $59.28, with an estimated average price of $56.92. The stock is now traded at around $56.020000. The impact to a portfolio due to this purchase was 5.44%. The holding were 700,674 shares as of 2021-06-30.

Sold Out: ProShares S&P 500 Dividend Aristocrats ETF (NOBL)

IAM Advisory, LLC sold out a holding in ProShares S&P 500 Dividend Aristocrats ETF. The sale prices were between $85.84 and $92.96, with an estimated average price of $90.14.

Sold Out: John Hancock Multifactor Large Cap ETF (JHML)

IAM Advisory, LLC sold out a holding in John Hancock Multifactor Large Cap ETF. The sale prices were between $50.59 and $54.43, with an estimated average price of $53.12.

Sold Out: Invesco Dynamic Large Cap Growth ETF (PWB)

IAM Advisory, LLC sold out a holding in Invesco Dynamic Large Cap Growth ETF. The sale prices were between $66.9 and $74.57, with an estimated average price of $71.01.

Sold Out: Industrial Select Sector SPDR (XLI)

IAM Advisory, LLC sold out a holding in Industrial Select Sector SPDR. The sale prices were between $98.14 and $105.2, with an estimated average price of $102.11.

Sold Out: Materials Select Sector SPDR (XLB)

IAM Advisory, LLC sold out a holding in Materials Select Sector SPDR. The sale prices were between $78.46 and $88.3, with an estimated average price of $83.85.

Sold Out: Apple Inc (AAPL)

IAM Advisory, LLC sold out a holding in Apple Inc. The sale prices were between $122.15 and $136.96, with an estimated average price of $129.28.



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