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Veery Capital, LLC Buys Schwab U.S. Small-Cap ETF, Schwab International Equity ETF, Schwab U.S. ...

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Investment company Veery Capital, LLC (Current Portfolio) buys Schwab U.S. Small-Cap ETF, Schwab International Equity ETF, Schwab U.S. Large-Cap Value ETF, AbbVie Inc, Invesco Senior Loan ETF, sells iShares Short-Term National Muni Bond ETF, SPDR Bloomberg 1-3 Month T-Bill ETF, during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Veery Capital, LLC. As of 2021Q4, Veery Capital, LLC owns 81 stocks with a total value of $190 million. These are the details of the buys and sells.

  • New Purchases: SCHF, ABBV, BKLN, ROP, TSM, VIG, LWLG, XERS,

  • Added Positions: VEA, SCHA, BND, SCHX, SCHV, VWO, JNK, HYMB, VBK, BNDX, HYD, EMB, EMLC, SCHG, MUB, VTIP, VBR, SCHO, IWN, BSV, ACWV, BIV, VMBS, GOOGL, EBND, BLV, USMV, VOO, ASX, QQQ, PCY, PFE,

  • Reduced Positions: BIL, CRM, FB, AMAT, COST, MA, MSFT, UNH,

  • Sold Out: SUB, SBBP,


For the details of Veery Capital, LLC's stock buys and sells,
go to https://www.gurufocus.com/guru/veery+capital%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Veery Capital, LLC

  1. Vanguard FTSE Developed Markets ETF (VEA) - 511,180 shares, 13.71% of the total portfolio. Shares added by 5.31%

  2. Schwab U.S. Large-Cap ETF (SCHX) - 205,776 shares, 12.30% of the total portfolio. Shares added by 2.45%

  3. Vanguard Value ETF (VTV) - 122,283 shares, 9.45% of the total portfolio. Shares added by 0.86%

  4. Vanguard Growth ETF (VUG) - 55,766 shares, 9.40% of the total portfolio. Shares added by 0.63%

  5. BTC iShares Core MSCI EAFE ETF (IEFA) - 120,394 shares, 4.72% of the total portfolio. Shares added by 0.15%

New Purchase: Schwab International Equity ETF (SCHF)

Veery Capital, LLC initiated holding in Schwab International Equity ETF. The purchase prices were between $37.11 and $39.68, with an estimated average price of $38.6. The stock is now traded at around $39.326300. The impact to a portfolio due to this purchase was 0.32%. The holding were 15,808 shares as of 2021-12-31.

New Purchase: Vanguard Dividend Appreciation FTF (VIG)

Veery Capital, LLC initiated holding in Vanguard Dividend Appreciation FTF. The purchase prices were between $153.03 and $172.09, with an estimated average price of $164.33. The stock is now traded at around $168.660000. The impact to a portfolio due to this purchase was 0.11%. The holding were 1,203 shares as of 2021-12-31.

New Purchase: AbbVie Inc (ABBV)

Veery Capital, LLC initiated holding in AbbVie Inc. The purchase prices were between $107.43 and $135.93, with an estimated average price of $118.5. The stock is now traded at around $134.099500. The impact to a portfolio due to this purchase was 0.11%. The holding were 1,599 shares as of 2021-12-31.

New Purchase: Taiwan Semiconductor Manufacturing Co Ltd (TSM)

Veery Capital, LLC initiated holding in Taiwan Semiconductor Manufacturing Co Ltd. The purchase prices were between $109.02 and $124.75, with an estimated average price of $117.32. The stock is now traded at around $141.590000. The impact to a portfolio due to this purchase was 0.11%. The holding were 1,789 shares as of 2021-12-31.

New Purchase: Invesco Senior Loan ETF (BKLN)

Veery Capital, LLC initiated holding in Invesco Senior Loan ETF. The purchase prices were between $21.74 and $22.1, with an estimated average price of $21.98. The stock is now traded at around $22.145900. The impact to a portfolio due to this purchase was 0.11%. The holding were 9,157 shares as of 2021-12-31.

New Purchase: Roper Technologies Inc (ROP)

Veery Capital, LLC initiated holding in Roper Technologies Inc. The purchase prices were between $445.49 and $498.43, with an estimated average price of $476.58. The stock is now traded at around $456.700000. The impact to a portfolio due to this purchase was 0.11%. The holding were 445 shares as of 2021-12-31.

Added: Schwab U.S. Small-Cap ETF (SCHA)

Veery Capital, LLC added to a holding in Schwab U.S. Small-Cap ETF by 25.13%. The purchase prices were between $97.28 and $109.61, with an estimated average price of $103.15. The stock is now traded at around $99.840000. The impact to a portfolio due to this purchase was 0.55%. The holding were 50,607 shares as of 2021-12-31.

Added: Schwab U.S. Large-Cap Value ETF (SCHV)

Veery Capital, LLC added to a holding in Schwab U.S. Large-Cap Value ETF by 20.25%. The purchase prices were between $67.51 and $73.29, with an estimated average price of $70.8. The stock is now traded at around $74.160000. The impact to a portfolio due to this purchase was 0.29%. The holding were 44,941 shares as of 2021-12-31.

Sold Out: iShares Short-Term National Muni Bond ETF (SUB)

Veery Capital, LLC sold out a holding in iShares Short-Term National Muni Bond ETF. The sale prices were between $107.19 and $107.42, with an estimated average price of $107.31.

Sold Out: (SBBP)

Veery Capital, LLC sold out a holding in . The sale prices were between $1.97 and $2, with an estimated average price of $1.99.



Here is the complete portfolio of Veery Capital, LLC. Also check out:

1. Veery Capital, LLC's Undervalued Stocks

2. Veery Capital, LLC's Top Growth Companies, and

3. Veery Capital, LLC's High Yield stocks

4. Stocks that Veery Capital, LLC keeps buyingThis article first appeared on GuruFocus.