Wolff Financial Management LLC Buys Vanguard Mid-Cap, Vanguard Small-Cap, Vanguard Mid-Cap Value, Sells The Kraft Heinz Co

Investment company Wolff Financial Management LLC buys Vanguard Mid-Cap, Vanguard Small-Cap, Vanguard Mid-Cap Value, iShares MSCI EAFE, Vanguard Short-Term Corporate Bond ETF, Enterprise Products Partners LP, Anheuser-Busch InBev SA/NV, Lockheed Martin Corp, PepsiCo Inc, Invesco S&P 500 Low Volatility, Nuveen MI Quality Income Muni Fund Inc, sells The Kraft Heinz Co during the 3-months ended 2019Q1, according to the most recent filings of the investment company, Wolff Financial Management LLC. As of 2019Q1, Wolff Financial Management LLC owns 77 stocks with a total value of $104 million. These are the details of the buys and sells.

For the details of Wolff Financial Management LLC's stock buys and sells, go to https://www.gurufocus.com/guru/wolff+financial+management+llc/current-portfolio/portfolio

These are the top 5 holdings of Wolff Financial Management LLC
  1. SPDR S&P Dividend (SDY) - 136,939 shares, 13.09% of the total portfolio. Shares added by 5.01%
  2. iShares Core High Dividend (HDV) - 139,397 shares, 12.50% of the total portfolio. Shares added by 4.22%
  3. Vanguard Small-Cap Value (VBR) - 40,615 shares, 5.03% of the total portfolio. Shares added by 0.89%
  4. Vanguard Consumer Staples (VDC) - 33,903 shares, 4.73% of the total portfolio. Shares reduced by 10.78%
  5. Vanguard Small-Cap Growth (VBK) - 26,808 shares, 4.63% of the total portfolio. Shares added by 0.63%
New Purchase: Enterprise Products Partners LP (EPD)

Wolff Financial Management LLC initiated holding in Enterprise Products Partners LP. The purchase prices were between $24.59 and $29.3, with an estimated average price of $27.88. The stock is now traded at around $29.21. The impact to a portfolio due to this purchase was 0.21%. The holding were 7,600 shares as of .

New Purchase: Anheuser-Busch InBev SA/NV (BUD)

Wolff Financial Management LLC initiated holding in Anheuser-Busch InBev SA/NV. The purchase prices were between $65.81 and $83.97, with an estimated average price of $76.67. The stock is now traded at around $88.94. The impact to a portfolio due to this purchase was 0.2%. The holding were 2,532 shares as of .

New Purchase: Lockheed Martin Corp (LMT)

Wolff Financial Management LLC initiated holding in Lockheed Martin Corp. The purchase prices were between $258.08 and $309.47, with an estimated average price of $292.83. The stock is now traded at around $330.42. The impact to a portfolio due to this purchase was 0.19%. The holding were 667 shares as of .

Added: Vanguard Mid-Cap (VO)

Wolff Financial Management LLC added to a holding in Vanguard Mid-Cap by 24.41%. The purchase prices were between $135.03 and $161.84, with an estimated average price of $153.61. The stock is now traded at around $166.48. The impact to a portfolio due to this purchase was 0.76%. The holding were 25,032 shares as of .

Added: Vanguard Small-Cap (VB)

Wolff Financial Management LLC added to a holding in Vanguard Small-Cap by 20.54%. The purchase prices were between $129.63 and $156, with an estimated average price of $148.44. The stock is now traded at around $158.07. The impact to a portfolio due to this purchase was 0.69%. The holding were 27,716 shares as of .

Added: Vanguard Mid-Cap Value (VOE)

Wolff Financial Management LLC added to a holding in Vanguard Mid-Cap Value by 35.61%. The purchase prices were between $93.87 and $109.02, with an estimated average price of $104.86. The stock is now traded at around $111.94. The impact to a portfolio due to this purchase was 0.6%. The holding were 22,002 shares as of .

Added: iShares MSCI EAFE (EFA)

Wolff Financial Management LLC added to a holding in iShares MSCI EAFE by 56.08%. The purchase prices were between $58.13 and $65.61, with an estimated average price of $62.93. The stock is now traded at around $66.26. The impact to a portfolio due to this purchase was 0.43%. The holding were 19,266 shares as of .

Added: Vanguard Short-Term Corporate Bond ETF (VCSH)

Wolff Financial Management LLC added to a holding in Vanguard Short-Term Corporate Bond ETF by 23.01%. The purchase prices were between $77.86 and $79.79, with an estimated average price of $78.8. The stock is now traded at around $79.61. The impact to a portfolio due to this purchase was 0.3%. The holding were 20,792 shares as of .

Added: PepsiCo Inc (PEP)

Wolff Financial Management LLC added to a holding in PepsiCo Inc by 32.75%. The purchase prices were between $107.32 and $122.55, with an estimated average price of $113.87. The stock is now traded at around $127.73. The impact to a portfolio due to this purchase was 0.16%. The holding were 5,565 shares as of .

Sold Out: The Kraft Heinz Co (KHC)

Wolff Financial Management LLC sold out a holding in The Kraft Heinz Co. The sale prices were between $31.87 and $48.26, with an estimated average price of $41.



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