Divergent Wealth Advisors Buys iShares Core S&P 500 ETF, iShares Core S&P Mid-Cap ETF, iShares Core S&P Small-Cap ETF, Sells ISHARES TRUST

Investment company Divergent Wealth Advisors (Current Portfolio) buys iShares Core S&P 500 ETF, iShares Core S&P Mid-Cap ETF, iShares Core S&P Small-Cap ETF, Vanguard Total Stock Market ETF, Visa Inc, sells ISHARES TRUST during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Divergent Wealth Advisors. As of 2021Q3, Divergent Wealth Advisors owns 18 stocks with a total value of $449 million. These are the details of the buys and sells.

For the details of Divergent Wealth Advisors's stock buys and sells, go to https://www.gurufocus.com/guru/divergent+wealth+advisors/current-portfolio/portfolio

These are the top 5 holdings of Divergent Wealth Advisors
  1. iShares Core S&P 500 ETF (IVV) - 376,766 shares, 36.16% of the total portfolio. Shares added by 21.56%
  2. ISHARES TRUST (SHV) - 646,794 shares, 15.92% of the total portfolio. Shares reduced by 31.01%
  3. iShares Core U.S. Aggregate Bond ETF (AGG) - 360,895 shares, 9.23% of the total portfolio. Shares added by 3.87%
  4. iShares Core S&P Total U.S. Stock Market ETF (ITOT) - 276,003 shares, 6.05% of the total portfolio. Shares added by 5.21%
  5. Fidelity Nasdaq Composite Tracking Stock (ONEQ) - 423,657 shares, 5.30% of the total portfolio. Shares reduced by 1.84%
New Purchase: Vanguard Total Stock Market ETF (VTI)

Divergent Wealth Advisors initiated holding in Vanguard Total Stock Market ETF. The purchase prices were between $218.54 and $233.63, with an estimated average price of $227.38. The stock is now traded at around $234.360000. The impact to a portfolio due to this purchase was 0.23%. The holding were 4,709 shares as of 2021-09-30.

New Purchase: Visa Inc (V)

Divergent Wealth Advisors initiated holding in Visa Inc. The purchase prices were between $220.05 and $250.93, with an estimated average price of $234.41. The stock is now traded at around $231.230000. The impact to a portfolio due to this purchase was 0.09%. The holding were 1,840 shares as of 2021-09-30.

New Purchase: Vanguard FTSE Developed Markets ETF (VEA)

Divergent Wealth Advisors initiated holding in Vanguard FTSE Developed Markets ETF. The purchase prices were between $49.88 and $53.23, with an estimated average price of $51.84. The stock is now traded at around $52.200000. The impact to a portfolio due to this purchase was 0.05%. The holding were 4,736 shares as of 2021-09-30.

New Purchase: BlackRock TCP Capital Corp (TCPC)

Divergent Wealth Advisors initiated holding in BlackRock TCP Capital Corp. The purchase prices were between $13.36 and $14.39, with an estimated average price of $14.04. The stock is now traded at around $14.310000. The impact to a portfolio due to this purchase was 0.01%. The holding were 49,000 shares as of 2021-09-30.

Added: iShares Core S&P 500 ETF (IVV)

Divergent Wealth Advisors added to a holding in iShares Core S&P 500 ETF by 21.56%. The purchase prices were between $425.18 and $453.54, with an estimated average price of $441.59. The stock is now traded at around $454.880000. The impact to a portfolio due to this purchase was 6.41%. The holding were 376,766 shares as of 2021-09-30.

Added: iShares Core S&P Mid-Cap ETF (IJH)

Divergent Wealth Advisors added to a holding in iShares Core S&P Mid-Cap ETF by 30.88%. The purchase prices were between $255.51 and $276.04, with an estimated average price of $268.1. The stock is now traded at around $278.770000. The impact to a portfolio due to this purchase was 0.83%. The holding were 59,842 shares as of 2021-09-30.

Added: iShares Core S&P Small-Cap ETF (IJR)

Divergent Wealth Advisors added to a holding in iShares Core S&P Small-Cap ETF by 34.88%. The purchase prices were between $104.15 and $113.18, with an estimated average price of $109.65. The stock is now traded at around $113.410000. The impact to a portfolio due to this purchase was 0.67%. The holding were 107,078 shares as of 2021-09-30.



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