Waller Financial Planning Group, Inc Buys SPDR Portfolio Emerging Markets ETF, Vanguard Intermediate-Term Bond ETF, Ardelyx Inc, Sells Vanguard Short-Term Government Bond ETF, AT&T Inc

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Jan 26, 2022
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Investment company Waller Financial Planning Group, Inc (Current Portfolio) buys SPDR Portfolio Emerging Markets ETF, Vanguard Intermediate-Term Bond ETF, Ardelyx Inc, sells Vanguard Short-Term Government Bond ETF, AT&T Inc during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Waller Financial Planning Group, Inc. As of 2021Q4, Waller Financial Planning Group, Inc owns 53 stocks with a total value of $399 million. These are the details of the buys and sells.

For the details of WALLER FINANCIAL PLANNING GROUP, INC's stock buys and sells, go to https://www.gurufocus.com/guru/waller+financial+planning+group%2C+inc/current-portfolio/portfolio

These are the top 5 holdings of WALLER FINANCIAL PLANNING GROUP, INC
  1. iShares Core S&P 500 ETF (IVV) - 111,291 shares, 13.30% of the total portfolio. Shares reduced by 0.54%
  2. SPDR Portfolio Developed World ex-US ETF (SPDW) - 1,219,634 shares, 11.14% of the total portfolio. Shares added by 2.86%
  3. SPDR Portfolio Aggregate Bond ETF (SPAB) - 1,448,937 shares, 10.75% of the total portfolio. Shares added by 0.01%
  4. SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) - 786,685 shares, 9.80% of the total portfolio. Shares added by 1.62%
  5. SPDR Portfolio S&P 600 Small Cap ETF (SPSM) - 867,200 shares, 9.71% of the total portfolio. Shares added by 2.42%
New Purchase: Ardelyx Inc (ARDX)

Waller Financial Planning Group, Inc initiated holding in Ardelyx Inc. The purchase prices were between $0.86 and $1.7, with an estimated average price of $1.18. The stock is now traded at around $0.829000. The impact to a portfolio due to this purchase was less than 0.01%. The holding were 11,000 shares as of 2021-12-31.

Added: SPDR Portfolio Emerging Markets ETF (SPEM)

Waller Financial Planning Group, Inc added to a holding in SPDR Portfolio Emerging Markets ETF by 22.75%. The purchase prices were between $40.07 and $43.49, with an estimated average price of $41.91. The stock is now traded at around $41.220000. The impact to a portfolio due to this purchase was 0.74%. The holding were 383,738 shares as of 2021-12-31.

Added: Vanguard Intermediate-Term Bond ETF (BIV)

Waller Financial Planning Group, Inc added to a holding in Vanguard Intermediate-Term Bond ETF by 26.46%. The purchase prices were between $86.61 and $88.24, with an estimated average price of $87.57. The stock is now traded at around $85.935000. The impact to a portfolio due to this purchase was 0.39%. The holding were 85,387 shares as of 2021-12-31.



Here is the complete portfolio of WALLER FINANCIAL PLANNING GROUP, INC. Also check out:

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