- New Purchases: HFWA, IBM, IWR, IWP,
- Added Positions: VTI, VNQ, POR, AMZN, SCHF, SCHC, SCHA, RWX, SCHP, SCHV, VBR, AAPL,
- Reduced Positions: SCHB, SCHH, VUG, VNQI, JCTCF, INTC, XOM, SCHR, SCHE, SPY, NKE,
- Sold Out: SYK, VEA, ACWI,
For the details of VISTA CAPITAL PARTNERS, INC.'s stock buys and sells, go to https://www.gurufocus.com/guru/vista+capital+partners%2C+inc./current-portfolio/portfolio
These are the top 5 holdings of VISTA CAPITAL PARTNERS, INC.- Vanguard Total Stock Market (VTI) - 1,062,320 shares, 31.64% of the total portfolio. Shares added by 4.30%
- Vanguard Value (VTV) - 1,061,149 shares, 23.50% of the total portfolio. Shares reduced by 0.53%
- Vanguard Real Estate (VNQ) - 767,850 shares, 13.73% of the total portfolio. Shares added by 2.19%
- Vanguard Growth (VUG) - 415,303 shares, 13.37% of the total portfolio. Shares reduced by 1.34%
- Vanguard Small-Cap (VB) - 334,320 shares, 10.51% of the total portfolio. Shares reduced by 0.44%
Vista Capital Partners, Inc. initiated holding in Heritage Financial Corp. The purchase prices were between $28.77 and $33.07, with an estimated average price of $31.31. The stock is now traded at around $30.58. The impact to a portfolio due to this purchase was 0.18%. The holding were 29,178 shares as of .
New Purchase: iShares Russell Mid-Cap (IWR)Vista Capital Partners, Inc. initiated holding in iShares Russell Mid-Cap. The purchase prices were between $45.37 and $54.18, with an estimated average price of $51.65. The stock is now traded at around $54.76. The impact to a portfolio due to this purchase was 0.05%. The holding were 4,192 shares as of .
New Purchase: International Business Machines Corp (IBM)Vista Capital Partners, Inc. initiated holding in International Business Machines Corp. The purchase prices were between $112.91 and $141.44, with an estimated average price of $132.95. The stock is now traded at around $135.27. The impact to a portfolio due to this purchase was 0.05%. The holding were 1,639 shares as of .
New Purchase: iShares Russell Midcap Growth (IWP)Vista Capital Partners, Inc. initiated holding in iShares Russell Midcap Growth. The purchase prices were between $110.06 and $136.6, with an estimated average price of $128.2. The stock is now traded at around $138.85. The impact to a portfolio due to this purchase was 0.04%. The holding were 1,572 shares as of .
Added: Portland General Electric Co (POR)Vista Capital Partners, Inc. added to a holding in Portland General Electric Co by 83.76%. The purchase prices were between $44.42 and $52.46, with an estimated average price of $48.7. The stock is now traded at around $52.02. The impact to a portfolio due to this purchase was 0.2%. The holding were 39,952 shares as of .
Added: Amazon.com Inc (AMZN)Vista Capital Partners, Inc. added to a holding in Amazon.com Inc by 139.29%. The purchase prices were between $1500.28 and $1819.26, with an estimated average price of $1661.42. The stock is now traded at around $1899.87. The impact to a portfolio due to this purchase was 0.17%. The holding were 804 shares as of .
Sold Out: Stryker Corp (SYK)Vista Capital Partners, Inc. sold out a holding in Stryker Corp. The sale prices were between $152.46 and $198, with an estimated average price of $179.51.
Sold Out: Vanguard FTSE Developed Markets (VEA)Vista Capital Partners, Inc. sold out a holding in Vanguard FTSE Developed Markets. The sale prices were between $36.75 and $41.54, with an estimated average price of $39.92.
Sold Out: iShares MSCI ACWI Index Fund (ACWI)Vista Capital Partners, Inc. sold out a holding in iShares MSCI ACWI Index Fund. The sale prices were between $63.05 and $72.85, with an estimated average price of $69.43.
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