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Planning Directions Inc Buys Invesco S&P 500 Equal Weight Consumer Staples ETF, Vanguard Intermediate-Term Bond ETF, Global X U.S. Infrastructure Development ETF, Sells Norfolk Southern Corp, Coca-Cola Co, Vanguard Short-Term Government Bond ETF

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Nov 09, 2021
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Investment company Planning Directions Inc (Current Portfolio) buys Invesco S&P 500 Equal Weight Consumer Staples ETF, Vanguard Intermediate-Term Bond ETF, Global X U.S. Infrastructure Development ETF, Palo Alto Networks Inc, iShares Core Dividend Growth ETF, sells Norfolk Southern Corp, Coca-Cola Co, Vanguard Short-Term Government Bond ETF during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Planning Directions Inc. As of 2021Q3, Planning Directions Inc owns 72 stocks with a total value of $137 million. These are the details of the buys and sells.

For the details of PLANNING DIRECTIONS INC's stock buys and sells, go to https://www.gurufocus.com/guru/planning+directions+inc/current-portfolio/portfolio

These are the top 5 holdings of PLANNING DIRECTIONS INC
  1. Vanguard Short-Term Bond ETF (BSV) - 422,077 shares, 25.17% of the total portfolio. Shares reduced by 1.27%
  2. Vanguard Dividend Appreciation FTF (VIG) - 73,879 shares, 8.26% of the total portfolio. Shares added by 8.19%
  3. Schwab US Dividend Equity ETF (SCHD) - 113,070 shares, 6.11% of the total portfolio. Shares added by 0.22%
  4. Vanguard Short-Term Corporate Bond ETF (VCSH) - 81,073 shares, 4.86% of the total portfolio. Shares added by 1.45%
  5. Apple Inc (AAPL) - 45,737 shares, 4.71% of the total portfolio. Shares added by 0.87%
New Purchase: Invesco S&P 500 Equal Weight Consumer Staples ETF (RHS)

Planning Directions Inc initiated holding in Invesco S&P 500 Equal Weight Consumer Staples ETF. The purchase prices were between $154.04 and $163.21, with an estimated average price of $159.47. The stock is now traded at around $159.890000. The impact to a portfolio due to this purchase was 1.62%. The holding were 14,433 shares as of 2021-09-30.

New Purchase: Global X U.S. Infrastructure Development ETF (PAVE)

Planning Directions Inc initiated holding in Global X U.S. Infrastructure Development ETF. The purchase prices were between $24.68 and $27.63, with an estimated average price of $26.36. The stock is now traded at around $28.785000. The impact to a portfolio due to this purchase was 0.2%. The holding were 10,658 shares as of 2021-09-30.

New Purchase: Palo Alto Networks Inc (PANW)

Planning Directions Inc initiated holding in Palo Alto Networks Inc. The purchase prices were between $362.36 and $490.47, with an estimated average price of $421.51. The stock is now traded at around $520.314400. The impact to a portfolio due to this purchase was 0.19%. The holding were 537 shares as of 2021-09-30.

New Purchase: iShares Core Dividend Growth ETF (DGRO)

Planning Directions Inc initiated holding in iShares Core Dividend Growth ETF. The purchase prices were between $49.99 and $52.84, with an estimated average price of $51.56. The stock is now traded at around $53.829100. The impact to a portfolio due to this purchase was 0.18%. The holding were 4,864 shares as of 2021-09-30.

New Purchase: Vanguard Total World Stock ETF (VT)

Planning Directions Inc initiated holding in Vanguard Total World Stock ETF. The purchase prices were between $101.12 and $107.23, with an estimated average price of $104.47. The stock is now traded at around $108.810000. The impact to a portfolio due to this purchase was 0.17%. The holding were 2,265 shares as of 2021-09-30.

New Purchase: Costco Wholesale Corp (COST)

Planning Directions Inc initiated holding in Costco Wholesale Corp. The purchase prices were between $394.53 and $467.75, with an estimated average price of $439.33. The stock is now traded at around $507.140000. The impact to a portfolio due to this purchase was 0.16%. The holding were 484 shares as of 2021-09-30.

Added: Vanguard Intermediate-Term Bond ETF (BIV)

Planning Directions Inc added to a holding in Vanguard Intermediate-Term Bond ETF by 61.74%. The purchase prices were between $89.13 and $90.89, with an estimated average price of $90.13. The stock is now traded at around $89.550000. The impact to a portfolio due to this purchase was 0.23%. The holding were 9,030 shares as of 2021-09-30.

Added: Schwab U.S. Tips ETF (SCHP)

Planning Directions Inc added to a holding in Schwab U.S. Tips ETF by 34.24%. The purchase prices were between $61.04 and $62.95, with an estimated average price of $62.25. The stock is now traded at around $63.926700. The impact to a portfolio due to this purchase was 0.18%. The holding were 15,793 shares as of 2021-09-30.

Added: Walmart Inc (WMT)

Planning Directions Inc added to a holding in Walmart Inc by 26.96%. The purchase prices were between $139.32 and $151.45, with an estimated average price of $144.54. The stock is now traded at around $149.403100. The impact to a portfolio due to this purchase was 0.04%. The holding were 2,020 shares as of 2021-09-30.

Sold Out: Norfolk Southern Corp (NSC)

Planning Directions Inc sold out a holding in Norfolk Southern Corp. The sale prices were between $239.24 and $273.35, with an estimated average price of $256.57.

Sold Out: Coca-Cola Co (KO)

Planning Directions Inc sold out a holding in Coca-Cola Co. The sale prices were between $52.47 and $57.48, with an estimated average price of $55.73.



Here is the complete portfolio of PLANNING DIRECTIONS INC. Also check out:

1. PLANNING DIRECTIONS INC's Undervalued Stocks
2. PLANNING DIRECTIONS INC's Top Growth Companies, and
3. PLANNING DIRECTIONS INC's High Yield stocks
4. Stocks that PLANNING DIRECTIONS INC keeps buying
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