Get Premium to unlock powerful stock data

Astoria Strategic Wealth, Inc. Buys BTC iShares MSCI USA Quality Factor ETF, Vanguard Short-Term Government Bond ETF, DigitalBridge Group Inc, Sells WisdomTree U.S. Dividend Growth Fund, DigitalBridge Group Inc, Apyx Medical Corp

Author's Avatar
insider
Nov 15, 2021
Article's Main Image
Investment company Astoria Strategic Wealth, Inc. (Current Portfolio) buys BTC iShares MSCI USA Quality Factor ETF, Vanguard Short-Term Government Bond ETF, DigitalBridge Group Inc, sells WisdomTree U.S. Dividend Growth Fund, DigitalBridge Group Inc, Apyx Medical Corp during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Astoria Strategic Wealth, Inc.. As of 2021Q3, Astoria Strategic Wealth, Inc. owns 30 stocks with a total value of $224 million. These are the details of the buys and sells.

For the details of Astoria Strategic Wealth, Inc.'s stock buys and sells, go to https://www.gurufocus.com/guru/astoria+strategic+wealth%2C+inc./current-portfolio/portfolio

These are the top 5 holdings of Astoria Strategic Wealth, Inc.
  1. Vanguard Total Stock Market ETF (VTI) - 236,107 shares, 23.40% of the total portfolio. Shares added by 3.21%
  2. VANGUARD BD IDX FD (BND) - 416,572 shares, 15.89% of the total portfolio. Shares added by 9.84%
  3. SPDR Portfolio Aggregate Bond ETF (SPAB) - 946,985 shares, 12.62% of the total portfolio. Shares added by 0.35%
  4. iShares Core MSCI Total International Stock ETF (IXUS) - 290,154 shares, 9.20% of the total portfolio. Shares added by 5.31%
  5. Vanguard Short-Term Inflation-Protected Securities (VTIP) - 328,962 shares, 7.72% of the total portfolio. Shares added by 5.63%
New Purchase: DigitalBridge Group Inc (DBRG)

Astoria Strategic Wealth, Inc. initiated holding in DigitalBridge Group Inc. The purchase prices were between $6.03 and $7.96, with an estimated average price of $6.91. The stock is now traded at around $8.170000. The impact to a portfolio due to this purchase was 0.21%. The holding were 76,537 shares as of 2021-09-30.

Added: BTC iShares MSCI USA Quality Factor ETF (QUAL)

Astoria Strategic Wealth, Inc. added to a holding in BTC iShares MSCI USA Quality Factor ETF by 99.53%. The purchase prices were between $131.73 and $141.35, with an estimated average price of $137.12. The stock is now traded at around $145.500000. The impact to a portfolio due to this purchase was 2.71%. The holding were 92,415 shares as of 2021-09-30.

Added: Vanguard Short-Term Government Bond ETF (VGSH)

Astoria Strategic Wealth, Inc. added to a holding in Vanguard Short-Term Government Bond ETF by 68.25%. 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 $61.130000. The impact to a portfolio due to this purchase was 0.29%. The holding were 26,103 shares as of 2021-09-30.

Sold Out: DigitalBridge Group Inc (6CL0)

Astoria Strategic Wealth, Inc. sold out a holding in DigitalBridge Group Inc. The sale prices were between $5.09 and $6.6, with an estimated average price of $5.88.

Sold Out: Apyx Medical Corp (APYX)

Astoria Strategic Wealth, Inc. sold out a holding in Apyx Medical Corp. The sale prices were between $8.79 and $13.96, with an estimated average price of $10.53.



Here is the complete portfolio of Astoria Strategic Wealth, Inc.. Also check out:

1. Astoria Strategic Wealth, Inc.'s Undervalued Stocks
2. Astoria Strategic Wealth, Inc.'s Top Growth Companies, and
3. Astoria Strategic Wealth, Inc.'s High Yield stocks
4. Stocks that Astoria Strategic Wealth, Inc. keeps buying
Also check out: (Free Trial)

» Take a Free Trial of Premium Membership

Rating:
NaN / 5 ( votes)
Author's Avatar
WRITTEN BY

GuruFocus Screeners

Related Articles

Q&A with Gurus