Top 5 2nd Quarter Trades of Hapanowicz & Associates Financial Services, Inc

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Jul 18, 2022
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Hapanowicz & Associates Financial Services, Inc recently filed their 13F report for the second quarter of 2022, which ended on 2022-06-30.

The 13F report details which stocks were in a guru’s equity portfolio at the end of the quarter, though investors should note that these filings are limited in scope, containing only a snapshot of long positions in U.S.-listed stocks and American depository receipts as of the quarter’s end. They are not required to include international holdings, short positions or other types of investments. Still, even this limited filing can provide valuable information.

ONE OXFORD CENTRE PITTSBURGH, PA 15219

As of the latest 13F report, the guru’s equity portfolio contained 29 stocks valued at a total of $128.00Mil. The top holdings were VONG(22.58%), VONV(21.74%), and IWS(12.96%).

According to GuruFocus data, these were Hapanowicz & Associates Financial Services, Inc’s top five trades of the quarter.

Vanguard Short-Term Bond ETF


Hapanowicz & Associates Financial Services, Inc reduced their investment in ARCA:BSV by 1,003,395 shares. The trade had a 35.8% impact on the equity portfolio. During the quarter, the stock traded for an average price of $76.88.

On 07/18/2022, Vanguard Short-Term Bond ETF traded for a price of $76.625 per share and a market cap of $38.66Bil. The stock has returned -5.39% over the past year.

There is insufficient data to calculate the stock’s financial strength and profitability ratings.

Vanguard Russell 1000 Growth Index Fund


During the quarter, Hapanowicz & Associates Financial Services, Inc bought 108,508 shares of NAS:VONG for a total holding of 514,142. The trade had a 4.77% impact on the equity portfolio. During the quarter, the stock traded for an average price of $61.78.

On 07/18/2022, Vanguard Russell 1000 Growth Index Fund traded for a price of $58.6371 per share and a market cap of $6.73Bil. The stock has returned -17.71% over the past year.

There is insufficient data to calculate the stock’s financial strength and profitability ratings.

In terms of valuation, Vanguard Russell 1000 Growth Index Fund has a price-earnings ratio of 26.13 and a price-book ratio of 9.45.

First Trust Low Duration Mortgage Opportunities ET


Hapanowicz & Associates Financial Services, Inc reduced their investment in NAS:LMBS by 85,885 shares. The trade had a 1.93% impact on the equity portfolio. During the quarter, the stock traded for an average price of $48.45.

On 07/18/2022, First Trust Low Duration Mortgage Opportunities ET traded for a price of $48.27 per share and a market cap of $5.17Bil. The stock has returned -3.23% over the past year.

There is insufficient data to calculate the stock’s financial strength and profitability ratings.

In terms of valuation, First Trust Low Duration Mortgage Opportunities ET has a price-earnings ratio of 18.72 and a price-book ratio of 2.42.

AvidXchange Holdings Inc


The guru established a new position worth 206,912 shares in NAS:AVDX, giving the stock a 0.99% weight in the equity portfolio. Shares traded for an average price of $7.94 during the quarter.

On 07/18/2022, AvidXchange Holdings Inc traded for a price of $6.7 per share and a market cap of $1.34Bil. The stock has returned 0.00% over the past year.

GuruFocus gives the company a financial strength rating of 4 out of 10 and a profitability rating of 1 out of 10.

In terms of valuation, AvidXchange Holdings Inc has a price-book ratio of 1.89, a EV-to-Ebitda ratio of -9.32 and a price-sales ratio of 4.96.

Vanguard Russell 1000 Value Index Fund


During the quarter, Hapanowicz & Associates Financial Services, Inc bought 18,736 shares of NAS:VONV for a total holding of 438,492. The trade had a 0.93% impact on the equity portfolio. During the quarter, the stock traded for an average price of $68.38.

On 07/18/2022, Vanguard Russell 1000 Value Index Fund traded for a price of $64.53 per share and a market cap of $5.84Bil. The stock has returned -6.33% over the past year.

There is insufficient data to calculate the stock’s financial strength and profitability ratings.

In terms of valuation, Vanguard Russell 1000 Value Index Fund has a price-earnings ratio of 16.00 and a price-book ratio of 2.39.


Please note, the numbers and facts quoted are as of the writing of this article and may not factor in the latest trading data or company announcements.

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