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PDS Planning, Inc Buys iShares Core 1-5 Year USD Bond ETF, Invesco S&P 500 High Dividend Low Volatility ETF, Visa Inc, Sells Facebook Inc, Turquoise Hill Resources

Investment company PDS Planning, Inc (Current Portfolio) buys iShares Core 1-5 Year USD Bond ETF, Invesco S&P 500 High Dividend Low Volatility ETF, Visa Inc, iShares Edge MSCI Min Volatility Emerging Markets , Vanguard Mid-Cap ETF, sells Facebook Inc, Turquoise Hill Resources during the 3-months ended 2019Q2, according to the most recent filings of the investment company, PDS Planning, Inc. As of 2019Q2, PDS Planning, Inc owns 87 stocks with a total value of $129 million. These are the details of the buys and sells.

For the details of PDS Planning, Inc's stock buys and sells, go to https://www.gurufocus.com/guru/pds+planning%2C+inc/current-portfolio/portfolio

These are the top 5 holdings of PDS Planning, Inc
  1. Vanguard FTSE Developed Markets ETF (VEA) - 382,348 shares, 12.37% of the total portfolio. Shares added by 2.59%
  2. Vanguard Dividend Appreciation ETF (VIG) - 75,279 shares, 6.72% of the total portfolio. Shares added by 0.85%
  3. Abbott Laboratories (ABT) - 100,143 shares, 6.53% of the total portfolio. Shares added by 0.97%
  4. iShares Russell 2000 Value ETF (IWN) - 52,061 shares, 4.86% of the total portfolio. Shares added by 0.85%
  5. iShares Core S&P Mid-Cap ETF (IJH) - 30,698 shares, 4.62% of the total portfolio. Shares reduced by 1.02%
New Purchase: iShares Core 1-5 Year USD Bond ETF (ISTB)

PDS Planning, Inc initiated holding in iShares Core 1-5 Year USD Bond ETF. The purchase prices were between $49.17 and $50.2, with an estimated average price of $49.57. The stock is now traded at around $50.55. The impact to a portfolio due to this purchase was 1.83%. The holding were 46,713 shares as of .

New Purchase: Invesco S&P 500 High Dividend Low Volatility ETF (SPHD)

PDS Planning, Inc initiated holding in Invesco S&P 500 High Dividend Low Volatility ETF. The purchase prices were between $39.89 and $43.31, with an estimated average price of $42.06. The stock is now traded at around $40.56. The impact to a portfolio due to this purchase was 0.73%. The holding were 22,436 shares as of .

New Purchase: Visa Inc (V)

PDS Planning, Inc initiated holding in Visa Inc. The purchase prices were between $157.26 and $173.85, with an estimated average price of $163.66. The stock is now traded at around $180.84. The impact to a portfolio due to this purchase was 0.19%. The holding were 1,377 shares as of .

New Purchase: Vanguard Mid-Cap ETF (VO)

PDS Planning, Inc initiated holding in Vanguard Mid-Cap ETF. The purchase prices were between $156.62 and $167.97, with an estimated average price of $163.63. The stock is now traded at around $165.30. The impact to a portfolio due to this purchase was 0.17%. The holding were 1,315 shares as of .

New Purchase: NIO Inc (NIO)

PDS Planning, Inc initiated holding in NIO Inc. The purchase prices were between $2.42 and $5.39, with an estimated average price of $4.02. The stock is now traded at around $3.06. The impact to a portfolio due to this purchase was 0.16%. The holding were 80,000 shares as of .

New Purchase: Sherwin-Williams Co (SHW)

PDS Planning, Inc initiated holding in Sherwin-Williams Co. The purchase prices were between $419.45 and $479.01, with an estimated average price of $448.11. The stock is now traded at around $528.03. The impact to a portfolio due to this purchase was 0.16%. The holding were 437 shares as of .

Added: iShares Edge MSCI Min Volatility Emerging Markets (EEMV)

PDS Planning, Inc added to a holding in iShares Edge MSCI Min Volatility Emerging Markets by 46.36%. The purchase prices were between $55.37 and $59.37, with an estimated average price of $57.87. The stock is now traded at around $56.67. The impact to a portfolio due to this purchase was 0.17%. The holding were 11,931 shares as of .

Added: Microsoft Corp (MSFT)

PDS Planning, Inc added to a holding in Microsoft Corp by 25.61%. The purchase prices were between $119.02 and $137.78, with an estimated average price of $126.89. The stock is now traded at around $138.74. The impact to a portfolio due to this purchase was 0.15%. The holding were 6,940 shares as of .

Added: Cisco Systems Inc (CSCO)

PDS Planning, Inc added to a holding in Cisco Systems Inc by 22.76%. 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 $48.71. The impact to a portfolio due to this purchase was 0.06%. The holding were 7,189 shares as of .

Added: Intel Corp (INTC)

PDS Planning, Inc added to a holding in Intel Corp by 36.16%. The purchase prices were between $43.46 and $58.82, with an estimated average price of $49.65. The stock is now traded at around $47.22. The impact to a portfolio due to this purchase was 0.05%. The holding were 5,294 shares as of .

Sold Out: Turquoise Hill Resources Ltd (TRQ)

PDS Planning, Inc sold out a holding in Turquoise Hill Resources Ltd. The sale prices were between $1.14 and $1.76, with an estimated average price of $1.38.



Here is the complete portfolio of PDS Planning, Inc. Also check out:

1. PDS Planning, Inc's Undervalued Stocks
2. PDS Planning, Inc's Top Growth Companies, and
3. PDS Planning, Inc's High Yield stocks
4. Stocks that PDS Planning, Inc keeps buying

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