Gibson Capital, LLC Buys Dimensional U.S. Targeted Value ETF, iShares Gold Trust, Lilium NV, Sells , Vanguard Global ex-U.S. Real Estate ETF, Amazon.com Inc

Wexford, PA, based Investment company Gibson Capital, LLC (Current Portfolio) buys Dimensional U.S. Targeted Value ETF, iShares Gold Trust, Lilium NV, JPMorgan Chase, Microsoft Corp, sells , Vanguard Global ex-U.S. Real Estate ETF, Amazon.com Inc during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Gibson Capital, LLC. As of 2021Q3, Gibson Capital, LLC owns 40 stocks with a total value of $382 million. These are the details of the buys and sells.

For the details of Gibson Capital, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/gibson+capital%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Gibson Capital, LLC
  1. Vanguard Total Stock Market ETF (VTI) - 926,790 shares, 53.80% of the total portfolio. Shares reduced by 0.45%
  2. Vanguard Real Estate Index Fund ETF (VNQ) - 1,002,491 shares, 26.65% of the total portfolio. Shares reduced by 0.02%
  3. Vanguard Dividend Appreciation FTF (VIG) - 119,326 shares, 4.79% of the total portfolio.
  4. Vanguard Large Cap ETF (VV) - 84,064 shares, 4.42% of the total portfolio.
  5. Berkshire Hathaway Inc (BRK.A) - 21 shares, 2.26% of the total portfolio.
New Purchase: Dimensional U.S. Targeted Value ETF (DFAT)

Gibson Capital, LLC initiated holding in Dimensional U.S. Targeted Value ETF. The purchase prices were between $41.55 and $45.75, with an estimated average price of $44.23. The stock is now traded at around $47.000000. The impact to a portfolio due to this purchase was 1.24%. The holding were 107,332 shares as of 2021-09-30.

New Purchase: iShares Gold Trust (IAU)

Gibson Capital, LLC initiated holding in iShares Gold Trust. The purchase prices were between $32.85 and $34.83, with an estimated average price of $34.07. The stock is now traded at around $34.150000. The impact to a portfolio due to this purchase was 0.28%. The holding were 32,113 shares as of 2021-09-30.

New Purchase: Lilium NV (LILM)

Gibson Capital, LLC initiated holding in Lilium NV. The purchase prices were between $0 and $10.85, with an estimated average price of $9.75. The stock is now traded at around $9.000000. The impact to a portfolio due to this purchase was 0.11%. The holding were 39,600 shares as of 2021-09-30.

New Purchase: JPMorgan Chase & Co (JPM)

Gibson Capital, LLC initiated holding in JPMorgan Chase & Co. The purchase prices were between $146.97 and $166.98, with an estimated average price of $156.81. The stock is now traded at around $171.780000. The impact to a portfolio due to this purchase was 0.05%. The holding were 1,267 shares as of 2021-09-30.

New Purchase: Vanguard FTSE Emerging Markets ETF (VWO)

Gibson Capital, LLC initiated holding in Vanguard FTSE Emerging Markets ETF. The purchase prices were between $48.9 and $53.52, with an estimated average price of $51.26. The stock is now traded at around $51.780000. The impact to a portfolio due to this purchase was 0.01%. The holding were 621 shares as of 2021-09-30.

Added: Microsoft Corp (MSFT)

Gibson Capital, LLC added to a holding in Microsoft Corp by 32.76%. The purchase prices were between $271.6 and $305.22, with an estimated average price of $290.9. The stock is now traded at around $309.160000. The impact to a portfolio due to this purchase was 0.02%. The holding were 1,317 shares as of 2021-09-30.

Sold Out: (LMNX)

Gibson Capital, LLC sold out a holding in . The sale prices were between $36.76 and $37.01, with an estimated average price of $36.88.

Sold Out: Vanguard Global ex-U.S. Real Estate ETF (VNQI)

Gibson Capital, LLC sold out a holding in Vanguard Global ex-U.S. Real Estate ETF. The sale prices were between $56.04 and $59.45, with an estimated average price of $58.12.

Sold Out: Amazon.com Inc (AMZN)

Gibson Capital, LLC sold out a holding in Amazon.com Inc. The sale prices were between $3187.75 and $3731.41, with an estimated average price of $3451.22.



Here is the complete portfolio of Gibson Capital, LLC. Also check out:

1. Gibson Capital, LLC's Undervalued Stocks
2. Gibson Capital, LLC's Top Growth Companies, and
3. Gibson Capital, LLC's High Yield stocks
4. Stocks that Gibson Capital, LLC keeps buying