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Planning Directions Inc Buys Vanguard Short-Term Bond, Vanguard Intermediate-Term Treasury ETF, The Walt Disney Co, Sells Exxon Mobil Corp, International Business Machines Corp

Investment company Planning Directions Inc (Current Portfolio) buys Vanguard Short-Term Bond, Vanguard Intermediate-Term Treasury ETF, The Walt Disney Co, Cisco Systems Inc, Procter & Gamble Co, sells Exxon Mobil Corp, International Business Machines Corp during the 3-months ended 2019Q2, according to the most recent filings of the investment company, Planning Directions Inc. As of 2019Q2, Planning Directions Inc owns 53 stocks with a total value of $88 million. These are the details of the buys and sells.

For the details of PLANNING DIRECTIONS INC's stock buys and sells, go to https://www.gurufocus.com/guru/planning+directions+inc/current-portfolio/portfolioportfolio

These are the top 5 holdings of PLANNING DIRECTIONS INC
  1. Vanguard Short-Term Bond (BSV) - 294,434 shares, 27.09% of the total portfolio. Shares added by 51.13%
  2. Vanguard Short-Term Corporate Bond ETF (VCSH) - 99,628 shares, 9.18% of the total portfolio. Shares added by 2.75%
  3. Vanguard Mega Cap Value (MGV) - 54,071 shares, 4.97% of the total portfolio. Shares added by 6.51%
  4. Vanguard Div Appreciation (VIG) - 37,386 shares, 4.92% of the total portfolio. Shares added by 5.22%
  5. Apple Inc (AAPL) - 18,429 shares, 4.17% of the total portfolio. Shares added by 0.68%
New Purchase: Vanguard Intermediate-Term Treasury ETF (VGIT)

Planning Directions Inc initiated holding in Vanguard Intermediate-Term Treasury ETF. The purchase prices were between $63.83 and $66.03, with an estimated average price of $64.73. The stock is now traded at around $65.63. The impact to a portfolio due to this purchase was 2.9%. The holding were 38,450 shares as of .

New Purchase: The Walt Disney Co (DIS)

Planning Directions Inc 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 $145.06. The impact to a portfolio due to this purchase was 0.33%. The holding were 2,040 shares as of .

New Purchase: Cisco Systems Inc (CSCO)

Planning Directions Inc initiated holding in Cisco Systems Inc. The purchase prices were between $51.3 and $57.41, with an estimated average price of $55.23. The stock is now traded at around $58.05. The impact to a portfolio due to this purchase was 0.26%. The holding were 4,108 shares as of .

New Purchase: Procter & Gamble Co (PG)

Planning Directions Inc initiated holding in Procter & Gamble Co. The purchase prices were between $102.91 and $112.33, with an estimated average price of $106.58. The stock is now traded at around $115.48. The impact to a portfolio due to this purchase was 0.24%. The holding were 1,880 shares as of .

New Purchase: Sirius XM Holdings Inc (SIRI)

Planning Directions Inc initiated holding in Sirius XM Holdings Inc. The purchase prices were between $5.27 and $6.15, with an estimated average price of $5.69. The stock is now traded at around $6.04. The impact to a portfolio due to this purchase was 0.09%. The holding were 14,344 shares as of .

Added: Vanguard Short-Term Bond (BSV)

Planning Directions Inc added to a holding in Vanguard Short-Term Bond by 51.13%. The purchase prices were between $78.75 and $80.44, with an estimated average price of $79.44. The stock is now traded at around $80.29. The impact to a portfolio due to this purchase was 9.16%. The holding were 294,434 shares as of .

Added: AT&T Inc (T)

Planning Directions Inc added to a holding in AT&T Inc by 66.35%. The purchase prices were between $30.3 and $33.51, with an estimated average price of $31.77. The stock is now traded at around $33.71. The impact to a portfolio due to this purchase was 0.19%. The holding were 12,330 shares as of .

Sold Out: International Business Machines Corp (IBM)

Planning Directions Inc sold out a holding in International Business Machines Corp. The sale prices were between $126.99 and $145.14, with an estimated average price of $137.38.



Here is the complete portfolio of PLANNING DIRECTIONS INC. Also check out:

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4. Stocks that PLANNING DIRECTIONS INC keeps buying

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