Whitcomb & Hess, Inc. Buys Invesco Global Short Term High Yield Bond ETF, ISHARES INC, Vanguard Total Stock Market ETF, Sells Invesco S&P 500 Low Volatility ETF

Investment company Whitcomb & Hess, Inc. (Current Portfolio) buys Invesco Global Short Term High Yield Bond ETF, ISHARES INC, Vanguard Total Stock Market ETF, Vanguard Total International Stock, Vanguard Total Bond Market ETF, sells Invesco S&P 500 Low Volatility ETF during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Whitcomb & Hess, Inc.. As of 2021Q3, Whitcomb & Hess, Inc. owns 30 stocks with a total value of $236 million. These are the details of the buys and sells.

For the details of Whitcomb & Hess, Inc.'s stock buys and sells, go to https://www.gurufocus.com/guru/whitcomb+%26+hess%2C+inc./current-portfolio/portfolio

These are the top 5 holdings of Whitcomb & Hess, Inc.
  1. Vanguard Mortgage-Backed Securities ETF (VMBS) - 814,722 shares, 18.40% of the total portfolio. Shares added by 2.82%
  2. SPDR Portfolio S&P 500 Value ETF (SPYV) - 825,645 shares, 13.64% of the total portfolio. Shares added by 3.15%
  3. Vanguard FTSE Developed Markets ETF (VEA) - 609,426 shares, 13.04% of the total portfolio. Shares added by 3.08%
  4. SPDR Portfolio S&P 500 Growth ETF (SPYG) - 290,527 shares, 7.88% of the total portfolio. Shares reduced by 6.41%
  5. Invesco Global Short Term High Yield Bond ETF (PGHY) - 695,906 shares, 6.41% of the total portfolio. New Position
New Purchase: Invesco Global Short Term High Yield Bond ETF (PGHY)

Whitcomb & Hess, Inc. initiated holding in Invesco Global Short Term High Yield Bond ETF. The purchase prices were between $21.64 and $21.84, with an estimated average price of $21.75. The stock is now traded at around $21.620000. The impact to a portfolio due to this purchase was 6.41%. The holding were 695,906 shares as of 2021-09-30.

New Purchase: Vanguard Total Stock Market ETF (VTI)

Whitcomb & Hess, Inc. initiated holding in Vanguard Total Stock Market ETF. The purchase prices were between $218.54 and $233.63, with an estimated average price of $227.38. The stock is now traded at around $242.203500. The impact to a portfolio due to this purchase was 0.22%. The holding were 2,332 shares as of 2021-09-30.

New Purchase: Vanguard Total International Stock (VXUS)

Whitcomb & Hess, Inc. initiated holding in Vanguard Total International Stock. The purchase prices were between $63.26 and $66.63, with an estimated average price of $64.96. The stock is now traded at around $65.850000. The impact to a portfolio due to this purchase was 0.17%. The holding were 6,229 shares as of 2021-09-30.

New Purchase: Vanguard Total Bond Market ETF (BND)

Whitcomb & Hess, Inc. initiated holding in Vanguard Total Bond Market ETF. The purchase prices were between $85.19 and $86.45, with an estimated average price of $85.93. The stock is now traded at around $84.850000. The impact to a portfolio due to this purchase was 0.1%. The holding were 2,702 shares as of 2021-09-30.

Added: ISHARES INC (TUR)

Whitcomb & Hess, Inc. added to a holding in ISHARES INC by 20.81%. The purchase prices were between $20.92 and $24.09, with an estimated average price of $22.23. The stock is now traded at around $22.330000. The impact to a portfolio due to this purchase was 0.39%. The holding were 253,517 shares as of 2021-09-30.

Reduced: Invesco S&P 500 Low Volatility ETF (SPLV)

Whitcomb & Hess, Inc. reduced to a holding in Invesco S&P 500 Low Volatility ETF by 22.93%. The sale prices were between $60.75 and $64.58, with an estimated average price of $62.89. The stock is now traded at around $64.910000. The impact to a portfolio due to this sale was -0.04%. Whitcomb & Hess, Inc. still held 5,061 shares as of 2021-09-30.



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