PETTYJOHN, WOOD & WHITE, 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.
1925 ATHERHOLT ROAD LYNCHBURG, VA 24501
As of the latest 13F report, the guru’s equity portfolio contained 163 stocks valued at a total of $423.00Mil. The top holdings were MSFT(4.50%), AAPL(4.24%), and SPY(3.80%).
According to GuruFocus data, these were PETTYJOHN, WOOD & WHITE, INC’s top five trades of the quarter.
iShares Core U.S. Aggregate Bond ETF
PETTYJOHN, WOOD & WHITE, INC reduced their investment in ARCA:AGG by 35,475 shares. The trade had a 0.81% impact on the equity portfolio. During the quarter, the stock traded for an average price of $102.25.
On 08/09/2022, iShares Core U.S. Aggregate Bond ETF traded for a price of $103.18 per share and a market cap of $83.26Bil. The stock has returned -9.20% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
iShares MSCI EAFE ETF
The guru established a new position worth 36,231 shares in ARCA:EFA, giving the stock a 0.54% weight in the equity portfolio. Shares traded for an average price of $67 during the quarter.
On 08/09/2022, iShares MSCI EAFE ETF traded for a price of $65.16 per share and a market cap of $47.03Bil. The stock has returned -15.45% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, iShares MSCI EAFE ETF has a price-earnings ratio of 12.73 and a price-book ratio of 1.59.
Vanguard Short-Term Corporate Bond ETF
PETTYJOHN, WOOD & WHITE, INC reduced their investment in NAS:VCSH by 28,519 shares. The trade had a 0.48% impact on the equity portfolio. During the quarter, the stock traded for an average price of $76.63.
On 08/09/2022, Vanguard Short-Term Corporate Bond ETF traded for a price of $76.81 per share and a market cap of $43.64Bil. The stock has returned -5.49% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
Vanguard Total Bond Market ETF
The guru sold out of their 23,835-share investment in NAS:BND. Previously, the stock had a 0.41% weight in the equity portfolio. Shares traded for an average price of $75.71 during the quarter.
On 08/09/2022, Vanguard Total Bond Market ETF traded for a price of $76.34 per share and a market cap of $83.27Bil. The stock has returned -9.43% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
iShares 0-5 Year Investment Grade Corporate Bond E
PETTYJOHN, WOOD & WHITE, INC reduced their investment in NAS:SLQD by 37,840 shares. The trade had a 0.4% impact on the equity portfolio. During the quarter, the stock traded for an average price of $48.61.
On 08/09/2022, iShares 0-5 Year Investment Grade Corporate Bond E traded for a price of $48.7 per share and a market cap of $3.00Bil. The stock has returned -4.53% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
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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