- New Purchases: VHT,
- Added Positions: BNDX, VCSH, SCHO, VTV, BRK.B,
- Reduced Positions: SCHR, VNQ, VB, VEA, VOO, IVV, EFA, VTI, FNDX, SPY, SCZ,
- Sold Out: VNQI, VXUS, AEP, HD, VBK, IJR, BAC, VUG, DOO, BMY, AMGN, IWD, TXN, VBR, AGG, ABBV, TSLA, IWF, BIV, SRE, ABT, D, TSM, FNDC, EPD, IWM, UNH, VOE, IYR, ORCL, TFC, NVDA, JNJ, SCHG, IBM, GOOGL, IJS, LRCX, LOW,
For the details of ASSET PLANNING CORPORATION's stock buys and sells, go to https://www.gurufocus.com/guru/asset+planning+corporation/current-portfolio/portfolio
These are the top 5 holdings of ASSET PLANNING CORPORATION- Vanguard Total International Bond ETF (BNDX) - 229,985 shares, 14.62% of the total portfolio. Shares added by 9.61%
- Vanguard FTSE Developed Markets ETF (VEA) - 237,298 shares, 12.97% of the total portfolio. Shares reduced by 4.11%
- Schwab Short-Term U.S. Treasury ETF (SCHO) - 184,306 shares, 10.52% of the total portfolio. Shares added by 7.70%
- Vanguard Short-Term Corporate Bond ETF (VCSH) - 109,189 shares, 10.02% of the total portfolio. Shares added by 14.58%
- Vanguard Small Cap ETF (VB) - 38,538 shares, 9.18% of the total portfolio. Shares reduced by 10.7%
Asset Planning Corporation initiated holding in Vanguard Health Care ETF. The purchase prices were between $217.6 and $236.12, with an estimated average price of $228.75. The stock is now traded at around $237.170000. The impact to a portfolio due to this purchase was 6%. The holding were 23,590 shares as of 2021-03-31.
Sold Out: Vanguard Global ex-U.S. Real Estate ETF (VNQI)Asset Planning Corporation sold out a holding in Vanguard Global ex-U.S. Real Estate ETF. The sale prices were between $53.06 and $56.29, with an estimated average price of $54.69.
Sold Out: Vanguard Total International Stock (VXUS)Asset Planning Corporation sold out a holding in Vanguard Total International Stock. The sale prices were between $60.16 and $64.52, with an estimated average price of $62.59.
Sold Out: American Electric Power Co Inc (AEP)Asset Planning Corporation sold out a holding in American Electric Power Co Inc. The sale prices were between $74.85 and $85.84, with an estimated average price of $80.58.
Sold Out: The Home Depot Inc (HD)Asset Planning Corporation sold out a holding in The Home Depot Inc. The sale prices were between $250.93 and $305.25, with an estimated average price of $275.66.
Sold Out: iShares Core S&P Small-Cap ETF (IJR)Asset Planning Corporation sold out a holding in iShares Core S&P Small-Cap ETF. The sale prices were between $90.81 and $114.72, with an estimated average price of $104.43.
Sold Out: Vanguard Small Cap Growth ETF (VBK)Asset Planning Corporation sold out a holding in Vanguard Small Cap Growth ETF. The sale prices were between $262.57 and $301.82, with an estimated average price of $281.7.
Reduced: Schwab Intermediate-Term U.S. Treasury ETF (SCHR)Asset Planning Corporation reduced to a holding in Schwab Intermediate-Term U.S. Treasury ETF by 87.87%. The sale prices were between $56.36 and $58.1, with an estimated average price of $57.27. The stock is now traded at around $56.630000. The impact to a portfolio due to this sale was -8.39%. Asset Planning Corporation still held 18,780 shares as of 2021-03-31.
Reduced: Vanguard Real Estate Index Fund ETF (VNQ)Asset Planning Corporation reduced to a holding in Vanguard Real Estate Index Fund ETF by 39.34%. The sale prices were between $81.49 and $92.84, with an estimated average price of $87.42. The stock is now traded at around $96.890000. The impact to a portfolio due to this sale was -3.35%. Asset Planning Corporation still held 57,318 shares as of 2021-03-31.
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