Grubman Wealth Management Buys Vanguard Total International Stock ETF, Vanguard Total Bond Market ETF, Vanguard Total Stock Market, Sells Talend SA, Spotify Technology SA, Charles Schwab Corp

Berkeley, CA, based Investment company Grubman Wealth Management buys Vanguard Total International Stock ETF, Vanguard Total Bond Market ETF, Vanguard Total Stock Market, Vanguard Total International Bond ETF, The Walt Disney Co, sells Talend SA, Spotify Technology SA, Charles Schwab Corp, Scholastic Corp during the 3-months ended 2019Q2, according to the most recent filings of the investment company, Grubman Wealth Management. As of 2019Q2, Grubman Wealth Management owns 59 stocks with a total value of $181 million. These are the details of the buys and sells.

For the details of Grubman Wealth Management's stock buys and sells, go to https://www.gurufocus.com/guru/grubman+wealth+management/current-portfolio/portfolio

These are the top 5 holdings of Grubman Wealth Management
  1. iShares Russell 1000 Value (IWD) - 187,249 shares, 13.19% of the total portfolio. Shares added by 0.10%
  2. iShares Russell 1000 (IWB) - 134,841 shares, 12.16% of the total portfolio. Shares reduced by 1.37%
  3. iShares MSCI EAFE (EFA) - 244,970 shares, 8.92% of the total portfolio. Shares added by 0.01%
  4. iShares Core U.S. Aggregate Bond (AGG) - 111,705 shares, 6.89% of the total portfolio. Shares added by 0.38%
  5. iShares MSCI EAFE Value (EFV) - 247,395 shares, 6.59% of the total portfolio. Shares added by 1.99%
New Purchase: Vanguard Total International Stock ETF (VXUS)

Grubman Wealth Management initiated holding in Vanguard Total International Stock ETF. The purchase prices were between $50.45 and $53.55, with an estimated average price of $52.24. The stock is now traded at around $52.85. The impact to a portfolio due to this purchase was 0.67%. The holding were 22,923 shares as of .

New Purchase: Vanguard Total Bond Market ETF (BND)

Grubman Wealth Management initiated holding in Vanguard Total Bond Market ETF. The purchase prices were between $79.9 and $82.88, with an estimated average price of $81.08. The stock is now traded at around $82.76. The impact to a portfolio due to this purchase was 0.63%. The holding were 13,677 shares as of .

New Purchase: Vanguard Total International Bond ETF (BNDX)

Grubman Wealth Management initiated holding in Vanguard Total International Bond ETF. The purchase prices were between $55.44 and $57.3, with an estimated average price of $56.17. The stock is now traded at around $57.43. The impact to a portfolio due to this purchase was 0.29%. The holding were 9,262 shares as of .

New Purchase: The Walt Disney Co (DIS)

Grubman Wealth Management initiated holding in The Walt Disney Co. The purchase prices were between $111.96 and $142.02, with an estimated average price of $132.62. The stock is now traded at around $142.91. The impact to a portfolio due to this purchase was 0.13%. The holding were 1,646 shares as of .

New Purchase: Take-Two Interactive Software Inc (TTWO)

Grubman Wealth Management initiated holding in Take-Two Interactive Software Inc. The purchase prices were between $89.74 and $113.83, with an estimated average price of $102.76. The stock is now traded at around $116.93. The impact to a portfolio due to this purchase was 0.12%. The holding were 1,898 shares as of .

Added: Vanguard Total Stock Market (VTI)

Grubman Wealth Management added to a holding in Vanguard Total Stock Market by 175.07%. The purchase prices were between $140.41 and $150.7, with an estimated average price of $147.25. The stock is now traded at around $152.73. The impact to a portfolio due to this purchase was 0.6%. The holding were 11,341 shares as of .

Sold Out: Talend SA (TLND)

Grubman Wealth Management sold out a holding in Talend SA. The sale prices were between $37.19 and $52.17, with an estimated average price of $46.73.

Sold Out: Scholastic Corp (SCHL)

Grubman Wealth Management sold out a holding in Scholastic Corp. The sale prices were between $32.48 and $41.27, with an estimated average price of $37.34.

Sold Out: Charles Schwab Corp (SCHW)

Grubman Wealth Management sold out a holding in Charles Schwab Corp. The sale prices were between $39.15 and $46.26, with an estimated average price of $43.61.



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