Graves-Light Private Wealth Management, Inc. Buys iShares Core S&P Small-Cap ETF, BTC iShares Core MSCI EAFE ETF, iShares S&P 500 Value ETF, Sells Goldman Sachs Group Inc, iShares Russell 2000 ETF, Vanguard FTSE Developed Markets ETF

Investment company Graves-Light Private Wealth Management, Inc. (Current Portfolio) buys iShares Core S&P Small-Cap ETF, BTC iShares Core MSCI EAFE ETF, iShares S&P 500 Value ETF, Vanguard Short-Term Government Bond ETF, Vanguard Total Corporate ETF, sells Goldman Sachs Group Inc, iShares Russell 2000 ETF, Vanguard FTSE Developed Markets ETF, ISHARES TRUST, Vanguard FTSE Emerging Markets ETF during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Graves-Light Private Wealth Management, Inc.. As of 2021Q3, Graves-Light Private Wealth Management, Inc. owns 745 stocks with a total value of $633 million. These are the details of the buys and sells.

For the details of Graves-Light Private Wealth Management, Inc.'s stock buys and sells, go to https://www.gurufocus.com/guru/graves-light+private+wealth+management%2C+inc./current-portfolio/portfolio

These are the top 5 holdings of Graves-Light Private Wealth Management, Inc.
  1. Berkshire Hathaway Inc (BRK.B) - 114,799 shares, 4.95% of the total portfolio. Shares added by 1.16%
  2. Vanguard Short-Term Bond ETF (BSV) - 361,994 shares, 4.68% of the total portfolio. Shares reduced by 2.47%
  3. SPDR Dividend ETF (SDY) - 226,130 shares, 4.20% of the total portfolio. Shares added by 0.87%
  4. Apple Inc (AAPL) - 183,881 shares, 4.11% of the total portfolio. Shares reduced by 0.39%
  5. Vanguard Short-Term Corporate Bond ETF (VCSH) - 314,188 shares, 4.09% of the total portfolio. Shares added by 7.96%
New Purchase: Vanguard Short-Term Government Bond ETF (VGSH)

Graves-Light Private Wealth Management, Inc. initiated holding in Vanguard Short-Term Government Bond ETF. The purchase prices were between $61.34 and $61.49, with an estimated average price of $61.42. The stock is now traded at around $61.160000. The impact to a portfolio due to this purchase was 0.24%. The holding were 25,052 shares as of 2021-09-30.

New Purchase: Vanguard Total Corporate ETF (VTC)

Graves-Light Private Wealth Management, Inc. initiated holding in Vanguard Total Corporate ETF. The purchase prices were between $90.89 and $92.67, with an estimated average price of $91.93. The stock is now traded at around $90.850000. The impact to a portfolio due to this purchase was 0.16%. The holding were 11,336 shares as of 2021-09-30.

New Purchase: Vanguard Intermediate-Term Government Bond ETF (VGIT)

Graves-Light Private Wealth Management, Inc. initiated holding in Vanguard Intermediate-Term Government Bond ETF. The purchase prices were between $67.32 and $68.49, with an estimated average price of $67.99. The stock is now traded at around $66.840000. The impact to a portfolio due to this purchase was 0.13%. The holding were 12,497 shares as of 2021-09-30.

New Purchase: Virtus AllianzGI Equity & Convertible Income Fund (NIE)

Graves-Light Private Wealth Management, Inc. initiated holding in Virtus AllianzGI Equity & Convertible Income Fund. The purchase prices were between $29.41 and $30.85, with an estimated average price of $30.36. The stock is now traded at around $31.770000. The impact to a portfolio due to this purchase was 0.04%. The holding were 9,448 shares as of 2021-09-30.

New Purchase: Dimensional World ex U.S. Core Equity 2 ETF (DFAX)

Graves-Light Private Wealth Management, Inc. initiated holding in Dimensional World ex U.S. Core Equity 2 ETF. The purchase prices were between $25.83 and $27.09, with an estimated average price of $26.41. The stock is now traded at around $26.765000. The impact to a portfolio due to this purchase was 0.03%. The holding were 6,572 shares as of 2021-09-30.

New Purchase: Dimensional U.S. Core Equity 2 ETF (DFAC)

Graves-Light Private Wealth Management, Inc. initiated holding in Dimensional U.S. Core Equity 2 ETF. The purchase prices were between $25.98 and $27.82, with an estimated average price of $27.1. The stock is now traded at around $29.039100. The impact to a portfolio due to this purchase was 0.02%. The holding were 5,558 shares as of 2021-09-30.

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

Graves-Light Private Wealth Management, Inc. added to a holding in iShares Core S&P Small-Cap ETF by 24.30%. 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 $119.500000. The impact to a portfolio due to this purchase was 0.5%. The holding were 148,439 shares as of 2021-09-30.

Added: BTC iShares Core MSCI EAFE ETF (IEFA)

Graves-Light Private Wealth Management, Inc. added to a holding in BTC iShares Core MSCI EAFE ETF by 34.09%. The purchase prices were between $72.98 and $78.2, with an estimated average price of $76.07. The stock is now traded at around $77.340000. The impact to a portfolio due to this purchase was 0.37%. The holding were 123,678 shares as of 2021-09-30.

Added: iShares S&P 500 Value ETF (IVE)

Graves-Light Private Wealth Management, Inc. added to a holding in iShares S&P 500 Value ETF by 52.75%. The purchase prices were between $142.93 and $151.13, with an estimated average price of $148.24. The stock is now traded at around $154.690000. The impact to a portfolio due to this purchase was 0.25%. The holding were 30,831 shares as of 2021-09-30.

Added: iShares S&P 500 Growth ETF (IVW)

Graves-Light Private Wealth Management, Inc. added to a holding in iShares S&P 500 Growth ETF by 25.71%. The purchase prices were between $72.88 and $78.88, with an estimated average price of $76.13. The stock is now traded at around $82.220000. The impact to a portfolio due to this purchase was 0.12%. The holding were 51,853 shares as of 2021-09-30.

Added: iShares S&P Small-Cap 600 Value ETF (IJS)

Graves-Light Private Wealth Management, Inc. added to a holding in iShares S&P Small-Cap 600 Value ETF by 539.72%. The purchase prices were between $95.69 and $105.76, with an estimated average price of $100.49. The stock is now traded at around $109.910000. The impact to a portfolio due to this purchase was 0.1%. The holding were 7,312 shares as of 2021-09-30.

Added: iShares Global Tech ETF (IXN)

Graves-Light Private Wealth Management, Inc. added to a holding in iShares Global Tech ETF by 500.00%. The purchase prices were between $56.11 and $60.64, with an estimated average price of $58.53. The stock is now traded at around $62.585000. The impact to a portfolio due to this purchase was 0.05%. The holding were 7,224 shares as of 2021-09-30.

Sold Out: ISHARES TRUST (EMB)

Graves-Light Private Wealth Management, Inc. sold out a holding in ISHARES TRUST. The sale prices were between $109.28 and $112.83, with an estimated average price of $111.25.

Sold Out: Industrial Select Sector SPDR (XLI)

Graves-Light Private Wealth Management, Inc. sold out a holding in Industrial Select Sector SPDR. The sale prices were between $97.84 and $105.19, with an estimated average price of $102.44.

Sold Out: Nuveen Municipal Credit Income Fund (NZF)

Graves-Light Private Wealth Management, Inc. sold out a holding in Nuveen Municipal Credit Income Fund. The sale prices were between $16.72 and $17.53, with an estimated average price of $17.31.

Sold Out: Kemper Corp (KMPR)

Graves-Light Private Wealth Management, Inc. sold out a holding in Kemper Corp. The sale prices were between $61.65 and $74.68, with an estimated average price of $67.95.

Sold Out: Dun & Bradstreet Holdings Inc (DNB)

Graves-Light Private Wealth Management, Inc. sold out a holding in Dun & Bradstreet Holdings Inc. The sale prices were between $16.7 and $21.83, with an estimated average price of $19.07.

Sold Out: Trex Co Inc (TREX)

Graves-Light Private Wealth Management, Inc. sold out a holding in Trex Co Inc. The sale prices were between $95.1 and $114.23, with an estimated average price of $104.65.



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