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Divergent Planning, LLC Buys Vanguard Tax-Exempt Bond ETF, Vanguard Total Bond Market ETF, ...

·2 min read

Investment company Divergent Planning, LLC (Current Portfolio) buys Vanguard Tax-Exempt Bond ETF, Vanguard Total Bond Market ETF, sells Vanguard Total World Stock ETF during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Divergent Planning, LLC. As of 2021Q4, Divergent Planning, LLC owns 18 stocks with a total value of $137 million. These are the details of the buys and sells.

  • New Purchases: VTEB, BND,

  • Added Positions: IVV, VSS, SHYG, JMBS, VO, SUSA,

  • Reduced Positions: VT, AOA,


For the details of Divergent Planning, LLC's stock buys and sells,
go to https://www.gurufocus.com/guru/divergent+planning%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Divergent Planning, LLC

  1. iShares Core S&P 500 ETF (IVV) - 105,931 shares, 37.19% of the total portfolio. Shares added by 2.97%

  2. Vanguard Mid-Cap ETF (VO) - 96,472 shares, 17.88% of the total portfolio. Shares added by 3.12%

  3. Vanguard FTSE All-World Ex-US Small Capital Index (VSS) - 149,937 shares, 14.76% of the total portfolio. Shares added by 6.06%

  4. MSCI USA ESG Select ETF (SUSA) - 120,469 shares, 9.36% of the total portfolio. Shares added by 5.88%

  5. Janus Henderson Mortgage-Backed Securities ETF (JMBS) - 233,408 shares, 8.98% of the total portfolio. Shares added by 6.53%

New Purchase: Vanguard Tax-Exempt Bond ETF (VTEB)

Divergent Planning, LLC initiated holding in Vanguard Tax-Exempt Bond ETF. The purchase prices were between $54.29 and $54.97, with an estimated average price of $54.67. The stock is now traded at around $54.490000. The impact to a portfolio due to this purchase was 0.32%. The holding were 8,014 shares as of 2021-12-31.

New Purchase: Vanguard Total Bond Market ETF (BND)

Divergent Planning, LLC initiated holding in Vanguard Total Bond Market ETF. The purchase prices were between $84.07 and $85.48, with an estimated average price of $84.79. The stock is now traded at around $83.770000. The impact to a portfolio due to this purchase was 0.22%. The holding were 3,535 shares as of 2021-12-31.



Here is the complete portfolio of Divergent Planning, LLC. Also check out:

1. Divergent Planning, LLC's Undervalued Stocks

2. Divergent Planning, LLC's Top Growth Companies, and

3. Divergent Planning, LLC's High Yield stocks

4. Stocks that Divergent Planning, LLC keeps buyingThis article first appeared on GuruFocus.