U.S. markets open in 1 hour 55 minutes
  • S&P Futures

    3,828.00
    -6.00 (-0.16%)
     
  • Dow Futures

    30,908.00
    -28.00 (-0.09%)
     
  • Nasdaq Futures

    11,781.00
    -27.50 (-0.23%)
     
  • Russell 2000 Futures

    1,737.70
    -4.00 (-0.23%)
     
  • Crude Oil

    100.21
    +0.71 (+0.71%)
     
  • Gold

    1,760.10
    -3.80 (-0.22%)
     
  • Silver

    19.15
    +0.02 (+0.13%)
     
  • EUR/USD

    1.0195
    -0.0075 (-0.73%)
     
  • 10-Yr Bond

    2.8090
    0.0000 (0.00%)
     
  • Vix

    27.84
    +0.31 (+1.13%)
     
  • GBP/USD

    1.1903
    -0.0049 (-0.41%)
     
  • USD/JPY

    135.3900
    -0.4520 (-0.33%)
     
  • BTC-USD

    20,074.18
    +310.06 (+1.57%)
     
  • CMC Crypto 200

    434.97
    -5.05 (-1.15%)
     
  • FTSE 100

    7,152.33
    +126.86 (+1.81%)
     
  • Nikkei 225

    26,107.65
    -315.82 (-1.20%)
     

VERITY Wealth Advisors Buys iShares ESG Advanced Total USD Bond Market ETF, iShares 0-5 Year ...

  • Oops!
    Something went wrong.
    Please try again later.
  • Oops!
    Something went wrong.
    Please try again later.
  • Oops!
    Something went wrong.
    Please try again later.
  • Oops!
    Something went wrong.
    Please try again later.
  • Oops!
    Something went wrong.
    Please try again later.
·4 min read
In this article:
  • Oops!
    Something went wrong.
    Please try again later.
  • Oops!
    Something went wrong.
    Please try again later.
  • Oops!
    Something went wrong.
    Please try again later.
  • Oops!
    Something went wrong.
    Please try again later.
  • Oops!
    Something went wrong.
    Please try again later.

Investment company VERITY Wealth Advisors (Current Portfolio) buys iShares ESG Advanced Total USD Bond Market ETF, iShares 0-5 Year TIPS Bond ETF, iShares 1-3 Year Credit Bond ETF, iShares TIPS Bond ETF, Unity Software Inc, sells Vanguard Intermediate-Term Government Bond ETF, SPDR Gold Shares ETF during the 3-months ended 2021Q4, according to the most recent filings of the investment company, VERITY Wealth Advisors. As of 2021Q4, VERITY Wealth Advisors owns 66 stocks with a total value of $120 million. These are the details of the buys and sells.

  • New Purchases: EUSB, STIP, IGSB, U, ZI, VTIP, GILD,

  • Added Positions: SCHZ, TIP, BND, VEA, VEU, ESGD, VNQ, VGSH, IEMG,

  • Reduced Positions: IVV, VTI, SCHF, USFR, HEFA, XOM, VCSH, VTV, BNDX,

  • Sold Out: VGIT, GLD,


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 ETF (VTI) - 108,903 shares, 21.84% of the total portfolio. Shares reduced by 1.96%

  2. iShares Core S&P 500 ETF (IVV) - 38,377 shares, 15.20% of the total portfolio. Shares reduced by 5.11%

  3. Vanguard FTSE All-World ex-US ETF (VEU) - 116,506 shares, 5.93% of the total portfolio. Shares added by 1.18%

  4. Schwab US Aggregate Bond ETF (SCHZ) - 126,098 shares, 5.65% of the total portfolio. Shares added by 8.28%

  5. Vanguard FTSE Emerging Markets ETF (VWO) - 79,784 shares, 3.28% of the total portfolio. Shares added by 0.53%

New Purchase: iShares ESG Advanced Total USD Bond Market ETF (EUSB)

VERITY Wealth Advisors initiated holding in iShares ESG Advanced Total USD Bond Market ETF. The purchase prices were between $48.92 and $49.68, with an estimated average price of $49.32. The stock is now traded at around $48.365000. The impact to a portfolio due to this purchase was 0.54%. The holding were 13,161 shares as of 2021-12-31.

New Purchase: iShares 0-5 Year TIPS Bond ETF (STIP)

VERITY Wealth Advisors initiated holding in iShares 0-5 Year TIPS Bond ETF. The purchase prices were between $104.69 and $106.26, with an estimated average price of $105.37. The stock is now traded at around $104.860000. The impact to a portfolio due to this purchase was 0.41%. The holding were 4,693 shares as of 2021-12-31.

New Purchase: iShares 1-3 Year Credit Bond ETF (IGSB)

VERITY Wealth Advisors initiated holding in iShares 1-3 Year Credit Bond ETF. The purchase prices were between $53.7 and $54.33, with an estimated average price of $53.95. The stock is now traded at around $53.330000. The impact to a portfolio due to this purchase was 0.29%. The holding were 6,463 shares as of 2021-12-31.

New Purchase: Unity Software Inc (U)

VERITY Wealth Advisors initiated holding in Unity Software Inc. The purchase prices were between $119.85 and $201.12, with an estimated average price of $153.56. The stock is now traded at around $113.560000. The impact to a portfolio due to this purchase was 0.21%. The holding were 1,760 shares as of 2021-12-31.

New Purchase: ZoomInfo Technologies Inc (ZI)

VERITY Wealth Advisors initiated holding in ZoomInfo Technologies Inc. The purchase prices were between $56.91 and $77.35, with an estimated average price of $67.07. The stock is now traded at around $48.110000. The impact to a portfolio due to this purchase was 0.2%. The holding were 3,774 shares as of 2021-12-31.

New Purchase: Vanguard Short-Term Inflation-Protected Securities (VTIP)

VERITY Wealth Advisors initiated holding in Vanguard Short-Term Inflation-Protected Securities. The purchase prices were between $50.87 and $51.64, with an estimated average price of $51.18. The stock is now traded at around $50.940000. The impact to a portfolio due to this purchase was 0.18%. The holding were 4,189 shares as of 2021-12-31.

Added: iShares TIPS Bond ETF (TIP)

VERITY Wealth Advisors added to a holding in iShares TIPS Bond ETF by 32.81%. The purchase prices were between $126.62 and $129.87, with an estimated average price of $128.15. The stock is now traded at around $125.200000. The impact to a portfolio due to this purchase was 0.28%. The holding were 10,476 shares as of 2021-12-31.

Sold Out: Vanguard Intermediate-Term Government Bond ETF (VGIT)

VERITY Wealth Advisors sold out a holding in Vanguard Intermediate-Term Government Bond ETF. The sale prices were between $66.02 and $67.06, with an estimated average price of $66.56.

Sold Out: SPDR Gold Shares ETF (GLD)

VERITY Wealth Advisors sold out a holding in SPDR Gold Shares ETF. The sale prices were between $163.92 and $174.5, with an estimated average price of $167.93.



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 buyingThis article first appeared on GuruFocus.