Home Wealth Advisor Apr 03, 2019 – VERITY Wealth Advisors Buys Schwab US Aggregate Bond, iShares MSCI KLD 400 Social, Schlumberger – GuruFocus.com

Apr 03, 2019 – VERITY Wealth Advisors Buys Schwab US Aggregate Bond, iShares MSCI KLD 400 Social, Schlumberger – GuruFocus.com

5 min read
0
97

Investment company VERITY Wealth Advisors buys Schwab US Aggregate Bond, iShares MSCI KLD 400 Social, Schlumberger during the 3-months ended 2019Q1, according to the most recent filings of the investment company, VERITY Wealth Advisors. As of 2019Q1, VERITY Wealth Advisors owns 47 stocks with a total value of $89 million. These are the details of the buys and sells.

For the details of VERITY Wealth Advisors’s stock buys and sells,
go to https://www.gurufocus.com/guru/verity+wealth+advisors/current-portfolio/portfolio

These are the top 5 holdings of VERITY Wealth Advisors

  1. Vanguard Total Stock Market (VTI) – 100,161 shares, 16.34% of the total portfolio. Shares reduced by 0.01%
  2. iShares Edge MSCI Min Vol USA (USMV) – 115,168 shares, 7.63% of the total portfolio. Shares added by 2.02%
  3. iShares Core S&P 500 (IVV) – 21,054 shares, 6.75% of the total portfolio. Shares added by 0.22%
  4. Schwab US Aggregate Bond (SCHZ) – 111,604 shares, 6.53% of the total portfolio. Shares added by 78.25%
  5. Vanguard FTSE All World Ex US (VEU) – 104,326 shares, 5.90% of the total portfolio. Shares reduced by 0.62%

New Purchase: iShares MSCI KLD 400 Social (DSI)

VERITY Wealth Advisors initiated holding in iShares MSCI KLD 400 Social. The purchase prices were between $90.75 and $106.06, with an estimated average price of $101.3. The stock is now traded at around $107.29. The impact to a portfolio due to this purchase was 0.25%. The holding were 2,112 shares as of .

New Purchase: Schlumberger Ltd (SLB)

VERITY Wealth Advisors initiated holding in Schlumberger Ltd. The purchase prices were between $36.08 and $45.9, with an estimated average price of $43.16. The stock is now traded at around $43.59. The impact to a portfolio due to this purchase was 0.23%. The holding were 4,601 shares as of .

Added: Schwab US Aggregate Bond (SCHZ)

VERITY Wealth Advisors added to a holding in Schwab US Aggregate Bond by 78.25%. The purchase prices were between $50.59 and $51.9, with an estimated average price of $51.01. The stock is now traded at around $51.47. The impact to a portfolio due to this purchase was 2.87%. The holding were 111,604 shares as of .

Here is the complete portfolio of VERITY Wealth Advisors. Also check out:

1. VERITY Wealth Advisors’s Undervalued Stocks
2. VERITY Wealth Advisors’s Top Growth Companies, and
3. VERITY Wealth Advisors’s High Yield stocks
4. Stocks that VERITY Wealth Advisors keeps buying

Rating: 0.0/5 (0 votes)

Comments

Please leave your comment:

More GuruFocus Links

Let’s block ads! (Why?)


Source link

Leave a Reply

Your email address will not be published. Required fields are marked *

Check Also

Which Pot Stocks Have the Highest Gross Margin? – Motley Fool

What a difference a few months make. After ending the fourth quarter of 2018 on a sour not…