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Legacy Wealth Planning, LLC Buys BTC iShares MSCI USA Value Factor ETF, iShares U.S. Medical Devices ETF, Vanguard Total Stock Market ETF, Sells WisdomTree U.S. Dividend Growth Fund, iShares S&P 500 Growth ETF, PayPal Holdings Inc

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Nov 22, 2021
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Investment company Legacy Wealth Planning, LLC (Current Portfolio) buys BTC iShares MSCI USA Value Factor ETF, iShares U.S. Medical Devices ETF, Vanguard Total Stock Market ETF, iShares Short-Term National Muni Bond ETF, Financial Select Sector SPDR, sells WisdomTree U.S. Dividend Growth Fund, iShares S&P 500 Growth ETF, PayPal Holdings Inc, Micron Technology Inc, Caterpillar Inc during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Legacy Wealth Planning, LLC. As of 2021Q3, Legacy Wealth Planning, LLC owns 97 stocks with a total value of $89 million. These are the details of the buys and sells.

For the details of Legacy Wealth Planning, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/legacy+wealth+planning%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Legacy Wealth Planning, LLC
  1. BTC iShares MSCI USA Value Factor ETF (VLUE) - 149,600 shares, 16.88% of the total portfolio. Shares added by 110.33%
  2. WisdomTree U.S. Dividend Growth Fund (DGRW) - 141,835 shares, 9.35% of the total portfolio. Shares reduced by 38.76%
  3. Apple Inc (AAPL) - 33,659 shares, 5.34% of the total portfolio. Shares added by 9.62%
  4. iShares Russell Top 200 Growth ETF (IWY) - 28,192 shares, 4.82% of the total portfolio. Shares added by 0.60%
  5. iShares Russell 1000 Growth ETF (IWF) - 10,217 shares, 3.14% of the total portfolio. Shares reduced by 2.35%
New Purchase: iShares Short-Term National Muni Bond ETF (SUB)

Legacy Wealth Planning, LLC initiated holding in iShares Short-Term National Muni Bond ETF. The purchase prices were between $107.45 and $107.85, with an estimated average price of $107.7. The stock is now traded at around $107.350000. The impact to a portfolio due to this purchase was 0.34%. The holding were 2,794 shares as of 2021-09-30.

New Purchase: Financial Select Sector SPDR (XLF)

Legacy Wealth Planning, LLC initiated holding in Financial Select Sector SPDR. The purchase prices were between $34.96 and $38.83, with an estimated average price of $37.28. The stock is now traded at around $39.788500. The impact to a portfolio due to this purchase was 0.29%. The holding were 6,980 shares as of 2021-09-30.

New Purchase: ON24 Inc (ONTF)

Legacy Wealth Planning, LLC initiated holding in ON24 Inc. The purchase prices were between $19 and $39.74, with an estimated average price of $27.86. The stock is now traded at around $15.840000. The impact to a portfolio due to this purchase was 0.28%. The holding were 12,400 shares as of 2021-09-30.

New Purchase: LPL Financial Holdings Inc (LPLA)

Legacy Wealth Planning, LLC initiated holding in LPL Financial Holdings Inc. The purchase prices were between $127.58 and $161.13, with an estimated average price of $143.67. The stock is now traded at around $167.325000. The impact to a portfolio due to this purchase was 0.25%. The holding were 1,431 shares as of 2021-09-30.

New Purchase: Alphabet Inc (GOOG)

Legacy Wealth Planning, LLC initiated holding in Alphabet Inc. The purchase prices were between $2527.37 and $2916.84, with an estimated average price of $2756.72. The stock is now traded at around $2963.620000. The impact to a portfolio due to this purchase was 0.23%. The holding were 77 shares as of 2021-09-30.

Added: BTC iShares MSCI USA Value Factor ETF (VLUE)

Legacy Wealth Planning, LLC added to a holding in BTC iShares MSCI USA Value Factor ETF by 110.33%. The purchase prices were between $99.83 and $105.57, with an estimated average price of $103.2. The stock is now traded at around $106.810000. The impact to a portfolio due to this purchase was 8.85%. The holding were 149,600 shares as of 2021-09-30.

Added: iShares U.S. Medical Devices ETF (IHI)

Legacy Wealth Planning, LLC added to a holding in iShares U.S. Medical Devices ETF by 500.00%. The purchase prices were between $60.38 and $67.12, with an estimated average price of $63.77. The stock is now traded at around $64.345000. The impact to a portfolio due to this purchase was 0.68%. The holding were 11,484 shares as of 2021-09-30.

Added: Vanguard Total Stock Market ETF (VTI)

Legacy Wealth Planning, LLC added to a holding in Vanguard Total Stock Market ETF by 25.20%. 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 $241.802000. The impact to a portfolio due to this purchase was 0.37%. The holding were 7,398 shares as of 2021-09-30.

Added: iShares Core S&P Total U.S. Stock Market ETF (ITOT)

Legacy Wealth Planning, LLC added to a holding in iShares Core S&P Total U.S. Stock Market ETF by 24.03%. The purchase prices were between $96.98 and $103.59, with an estimated average price of $100.78. The stock is now traded at around $107.140000. The impact to a portfolio due to this purchase was 0.11%. The holding were 4,966 shares as of 2021-09-30.

Added: Starbucks Corp (SBUX)

Legacy Wealth Planning, LLC added to a holding in Starbucks Corp by 32.08%. The purchase prices were between $110.31 and $126.06, with an estimated average price of $117.05. The stock is now traded at around $111.535000. The impact to a portfolio due to this purchase was 0.09%. The holding were 2,911 shares as of 2021-09-30.

Sold Out: PayPal Holdings Inc (PYPL)

Legacy Wealth Planning, LLC sold out a holding in PayPal Holdings Inc. The sale prices were between $259 and $308.53, with an estimated average price of $283.9.

Sold Out: Micron Technology Inc (MU)

Legacy Wealth Planning, LLC sold out a holding in Micron Technology Inc. The sale prices were between $70.23 and $82, with an estimated average price of $75.15.

Sold Out: Caterpillar Inc (CAT)

Legacy Wealth Planning, LLC sold out a holding in Caterpillar Inc. The sale prices were between $189.84 and $221.66, with an estimated average price of $208.43.

Sold Out: Virgin Galactic Holdings Inc (SPCE)

Legacy Wealth Planning, LLC sold out a holding in Virgin Galactic Holdings Inc. The sale prices were between $22.56 and $52.69, with an estimated average price of $29.83.

Sold Out: Chevron Corp (CVX)

Legacy Wealth Planning, LLC sold out a holding in Chevron Corp. The sale prices were between $94.29 and $106.21, with an estimated average price of $99.81.

Sold Out: Intuit Inc (INTU)

Legacy Wealth Planning, LLC sold out a holding in Intuit Inc. The sale prices were between $491.05 and $577.92, with an estimated average price of $538.69.

Reduced: WisdomTree U.S. Dividend Growth Fund (DGRW)

Legacy Wealth Planning, LLC reduced to a holding in WisdomTree U.S. Dividend Growth Fund by 38.76%. The sale prices were between $58.78 and $62.51, with an estimated average price of $60.95. The stock is now traded at around $63.955000. The impact to a portfolio due to this sale was -6.11%. Legacy Wealth Planning, LLC still held 141,835 shares as of 2021-09-30.

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

Legacy Wealth Planning, LLC reduced to a holding in iShares S&P 500 Growth ETF by 94.25%. The sale prices were between $72.88 and $78.88, with an estimated average price of $76.13. The stock is now traded at around $83.820000. The impact to a portfolio due to this sale was -1.59%. Legacy Wealth Planning, LLC still held 1,169 shares as of 2021-09-30.

Reduced: ISHARES TRUST (SHV)

Legacy Wealth Planning, LLC reduced to a holding in ISHARES TRUST by 36.44%. The sale prices were between $110.46 and $110.49, with an estimated average price of $110.48. The stock is now traded at around $110.445000. The impact to a portfolio due to this sale was -0.16%. Legacy Wealth Planning, LLC still held 2,215 shares as of 2021-09-30.



Here is the complete portfolio of Legacy Wealth Planning, LLC. Also check out:

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