Waller Financial Planning Group, Inc Buys SPDR S&P 400 Mid Cap Value ETF, United Parcel Service Inc, Edwards Lifesciences Corp, Sells Vanguard Total World Stock ETF, Vanguard Short-Term Government Bond ETF, XpresSpa Group Inc

Investment company Waller Financial Planning Group, Inc (Current Portfolio) buys SPDR S&P 400 Mid Cap Value ETF, United Parcel Service Inc, Edwards Lifesciences Corp, Facebook Inc, Netflix Inc, sells Vanguard Total World Stock ETF, Vanguard Short-Term Government Bond ETF, XpresSpa Group Inc during the 3-months ended 2021Q2, according to the most recent filings of the investment company, Waller Financial Planning Group, Inc. As of 2021Q2, Waller Financial Planning Group, Inc owns 53 stocks with a total value of $373 million. These are the details of the buys and sells.

For the details of WALLER FINANCIAL PLANNING GROUP, INC's stock buys and sells, go to https://www.gurufocus.com/guru/waller+financial+planning+group%2C+inc/current-portfolio/portfolio

These are the top 5 holdings of WALLER FINANCIAL PLANNING GROUP, INC
  1. iShares Core S&P 500 ETF (IVV) - 110,922 shares, 12.78% of the total portfolio. Shares added by 1.38%
  2. SPDR Portfolio Developed World ex-US ETF (SPDW) - 1,157,913 shares, 11.41% of the total portfolio. Shares added by 2.23%
  3. SPDR Portfolio Aggregate Bond ETF (SPAB) - 1,404,191 shares, 11.29% of the total portfolio. Shares added by 3.79%
  4. SPDR Portfolio S&P 600 Small Cap ETF (SPSM) - 821,923 shares, 9.68% of the total portfolio. Shares added by 2.24%
  5. SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) - 755,447 shares, 9.56% of the total portfolio. Shares added by 1.69%
New Purchase: SPDR S&P 400 Mid Cap Value ETF (MDYV)

Waller Financial Planning Group, Inc initiated holding in SPDR S&P 400 Mid Cap Value ETF. The purchase prices were between $65.12 and $70.42, with an estimated average price of $68.27. The stock is now traded at around $66.031000. The impact to a portfolio due to this purchase was 1.53%. The holding were 84,659 shares as of 2021-06-30.

New Purchase: United Parcel Service Inc (UPS)

Waller Financial Planning Group, Inc initiated holding in United Parcel Service Inc. The purchase prices were between $169.99 and $217.5, with an estimated average price of $199.41. The stock is now traded at around $213.180000. The impact to a portfolio due to this purchase was 0.82%. The holding were 14,715 shares as of 2021-06-30.

New Purchase: Facebook Inc (FB)

Waller Financial Planning Group, Inc initiated holding in Facebook Inc. The purchase prices were between $294.53 and $355.64, with an estimated average price of $320.19. The stock is now traded at around $350.240400. The impact to a portfolio due to this purchase was 0.06%. The holding were 635 shares as of 2021-06-30.

New Purchase: Edwards Lifesciences Corp (EW)

Waller Financial Planning Group, Inc initiated holding in Edwards Lifesciences Corp. The purchase prices were between $83.64 and $104.76, with an estimated average price of $93.97. The stock is now traded at around $106.940000. The impact to a portfolio due to this purchase was 0.06%. The holding were 2,064 shares as of 2021-06-30.

New Purchase: Netflix Inc (NFLX)

Waller Financial Planning Group, Inc initiated holding in Netflix Inc. The purchase prices were between $484.98 and $555.31, with an estimated average price of $511.62. The stock is now traded at around $510.147400. The impact to a portfolio due to this purchase was 0.05%. The holding were 382 shares as of 2021-06-30.

New Purchase: XpresSpa Group Inc (XSPA)

Waller Financial Planning Group, Inc initiated holding in XpresSpa Group Inc. The purchase prices were between $1.03 and $1.84, with an estimated average price of $1.43. The stock is now traded at around $1.630000. The impact to a portfolio due to this purchase was 0.01%. The holding were 20,000 shares as of 2021-06-30.

Added: Worthington Industries Inc (WOR)

Waller Financial Planning Group, Inc added to a holding in Worthington Industries Inc by 67.34%. The purchase prices were between $56.83 and $71.16, with an estimated average price of $65.72. The stock is now traded at around $61.280000. The impact to a portfolio due to this purchase was 0.03%. The holding were 5,027 shares as of 2021-06-30.

Sold Out: XpresSpa Group Inc (V9G)

Waller Financial Planning Group, Inc sold out a holding in XpresSpa Group Inc. The sale prices were between $0.86 and $1.49, with an estimated average price of $1.17.



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