VISTA CAPITAL PARTNERS, INC. recently filed their 13F report for the fourth quarter of 2022, which ended on 2022-12-31.
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.
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As of the latest 13F report, the guru’s equity portfolio contained 80 stocks valued at a total of $641.00Mil. The top holdings were VTI(36.75%), VTV(19.90%), and VNQ(13.56%).
According to GuruFocus data, these were VISTA CAPITAL PARTNERS, INC.’s top five trades of the quarter.
Vanguard Real Estate Index Fund ETF
During the quarter, VISTA CAPITAL PARTNERS, INC. bought 57,915 shares of ARCA:VNQ for a total holding of 1,054,461. The trade had a 0.74% impact on the equity portfolio. During the quarter, the stock traded for an average price of $81.87.
On 02/07/2023, Vanguard Real Estate Index Fund ETF traded for a price of $90.1825 per share and a market cap of $36.47Bil. The stock has returned -10.58% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, Vanguard Real Estate Index Fund ETF has a price-earnings ratio of 22.72 and a price-book ratio of 2.19.
Dimensional U.S. Core Equity 2 ETF
The guru established a new position worth 145,250 shares in ARCA:DFAC, giving the stock a 0.55% weight in the equity portfolio. Shares traded for an average price of $24.21 during the quarter.
On 02/07/2023, Dimensional U.S. Core Equity 2 ETF traded for a price of $26.091 per share and a market cap of $17.86Bil. The stock has returned -2.93% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, Dimensional U.S. Core Equity 2 ETF has a price-earnings ratio of 15.55 and a price-book ratio of 3.03.
Schwab U.S. Broad Market ETF
During the quarter, VISTA CAPITAL PARTNERS, INC. bought 78,788 shares of ARCA:SCHB for a total holding of 195,423. The trade had a 0.55% impact on the equity portfolio. During the quarter, the stock traded for an average price of $44.94.
On 02/07/2023, Schwab U.S. Broad Market ETF traded for a price of $48.21 per share and a market cap of $21.68Bil. The stock has returned -7.22% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, Schwab U.S. Broad Market ETF has a price-earnings ratio of 19.14 and a price-book ratio of 3.48.
Avantis Responsible U.S. Equity ETF
The guru established a new position worth 62,966 shares in ARCA:AVSU, giving the stock a 0.45% weight in the equity portfolio. Shares traded for an average price of $45.98 during the quarter.
On 02/07/2023, Avantis Responsible U.S. Equity ETF traded for a price of $49.8943 per share and a market cap of $101.78Mil. The stock has returned 0.00% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, Avantis Responsible U.S. Equity ETF has a price-earnings ratio of 16.50 and a price-book ratio of 3.09.
Vanguard Value ETF
VISTA CAPITAL PARTNERS, INC. reduced their investment in ARCA:VTV by 16,867 shares. The trade had a 0.36% impact on the equity portfolio. During the quarter, the stock traded for an average price of $136.83.
On 02/07/2023, Vanguard Value ETF traded for a price of $142.875 per share and a market cap of $103.76Bil. The stock has returned 0.10% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, Vanguard Value ETF has a price-earnings ratio of 15.43 and a price-book ratio of 2.58.
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.
When GuruFocus covers insider information, we only track open market or the private purchase and sale of common stock with the transaction code of P or S. Therefore, all the transactions mentioned in this article are only the ones with transaction code of P or S.
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