- New Purchases: T, UTX, TGT, DIS, VOO,
- Added Positions: EFV, VTI, DLS, VTV, BSV, VWO, VSS, VBR, VGIT, VEA, VCSH, VB, BNDX, SPEM, AMZN, IWD, MDT, ECL, VZ,
- Reduced Positions: SUB, SCHE, SCHF, SCHC, MMM, SCHV, SCHR, FNDA, SCHO, SCHA, SCHB, SPTS, IEMG, SLYV, IJS, SCZ, SHM, ITOT, SPSB, SPDW, SPTM, VTEB, IUSV, IEFA, SHY, IJR, SPIB, GVI, UNH, JNJ, AAPL, SWKS, VGSH,
- Sold Out: BA, IBM, SPYV,
For the details of PrairieView Partners, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/prairieview+partners%2C+llc/current-portfolio/portfolio
These are the top 5 holdings of PrairieView Partners, LLC- Vanguard Total Stock Market ETF (VTI) - 423,935 shares, 15.19% of the total portfolio. Shares added by 3.19%
- Vanguard Value ETF (VTV) - 463,545 shares, 12.17% of the total portfolio. Shares added by 3.19%
- Vanguard Short-Term Bond ETF (BSV) - 404,926 shares, 7.15% of the total portfolio. Shares added by 5.52%
- Vanguard Short-Term Corporate Bond ETF (VCSH) - 373,052 shares, 6.62% of the total portfolio. Shares added by 3.82%
- Vanguard Total International Bond ETF (BNDX) - 417,602 shares, 5.18% of the total portfolio. Shares added by 2.66%
PrairieView Partners, LLC initiated holding in AT&T Inc. The purchase prices were between $36.82 and $39.63, with an estimated average price of $38.24. The stock is now traded at around $38.05. The impact to a portfolio due to this purchase was 0.06%. The holding were 7,158 shares as of .
New Purchase: United Technologies Corp (UTX)PrairieView Partners, LLC initiated holding in United Technologies Corp. The purchase prices were between $130.47 and $150.71, with an estimated average price of $144.46. The stock is now traded at around $152.30. The impact to a portfolio due to this purchase was 0.06%. The holding were 1,743 shares as of .
New Purchase: Vanguard S&P 500 ETF (VOO)PrairieView Partners, LLC initiated holding in Vanguard S&P 500 ETF. The purchase prices were between $264.57 and $296.67, with an estimated average price of $283.37. The stock is now traded at around $301.72. The impact to a portfolio due to this purchase was 0.04%. The holding were 680 shares as of .
New Purchase: Target Corp (TGT)PrairieView Partners, LLC initiated holding in Target Corp. The purchase prices were between $105.16 and $129.21, with an estimated average price of $117.84. The stock is now traded at around $125.58. The impact to a portfolio due to this purchase was 0.04%. The holding were 1,559 shares as of .
New Purchase: The Walt Disney Co (DIS)PrairieView Partners, LLC initiated holding in The Walt Disney Co. The purchase prices were between $128.15 and $151.64, with an estimated average price of $140. The stock is now traded at around $146.03. The impact to a portfolio due to this purchase was 0.04%. The holding were 1,400 shares as of .
Added: WisdomTree International SmallCap Dividend Fund (DLS)PrairieView Partners, LLC added to a holding in WisdomTree International SmallCap Dividend Fund by 22.37%. The purchase prices were between $61.51 and $71.11, with an estimated average price of $66.94. The stock is now traded at around $70.63. The impact to a portfolio due to this purchase was 0.4%. The holding were 139,894 shares as of .
Sold Out: Boeing Co (BA)PrairieView Partners, LLC sold out a holding in Boeing Co. The sale prices were between $325.76 and $376.54, with an estimated average price of $353.58.
Sold Out: International Business Machines Corp (IBM)PrairieView Partners, LLC sold out a holding in International Business Machines Corp. The sale prices were between $131.91 and $143, with an estimated average price of $135.78.
Sold Out: SPDR Portfolio S&P 500 Value ETF (SPYV)PrairieView Partners, LLC sold out a holding in SPDR Portfolio S&P 500 Value ETF. The sale prices were between $30.96 and $35.07, with an estimated average price of $33.48.
Reduced: Schwab Intermediate-Term U.S. Treasury ETF (SCHR)PrairieView Partners, LLC reduced to a holding in Schwab Intermediate-Term U.S. Treasury ETF by 37.75%. The sale prices were between $54.79 and $56.05, with an estimated average price of $55.25. The stock is now traded at around $55.19. The impact to a portfolio due to this sale was -0.11%. PrairieView Partners, LLC still held 13,704 shares as of .
Reduced: Schwab Fundamental U.S. Small Company Index ETF (FNDA)PrairieView Partners, LLC reduced to a holding in Schwab Fundamental U.S. Small Company Index ETF by 21.46%. The sale prices were between $36.37 and $40.34, with an estimated average price of $38.92. The stock is now traded at around $40.36. The impact to a portfolio due to this sale was -0.09%. PrairieView Partners, LLC still held 37,544 shares as of .
Reduced: SPDR Barclays Short Term Treasury ETF (SPTS)PrairieView Partners, LLC reduced to a holding in SPDR Barclays Short Term Treasury ETF by 31.55%. The sale prices were between $29.91 and $30.1, with an estimated average price of $29.99. The stock is now traded at around $29.98. The impact to a portfolio due to this sale was -0.07%. PrairieView Partners, LLC still held 20,710 shares as of .
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