PrairieView Partners, LLC Buys iShares Short-Term National Muni Bond ETF, Avantis Core ...
Investment company PrairieView Partners, LLC (Current Portfolio) buys iShares Short-Term National Muni Bond ETF, Avantis Core Municipal Fixed Income ETF, Avantis U.S. Equity ETF, Schwab Short-Term U.S. Treasury ETF, BTC iShares Core MSCI EAFE ETF, sells Fastenal Co, International Business Machines Corp, PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fun, Unilever PLC, Pinterest Inc during the 3-months ended 2021Q4, according to the most recent filings of the investment company, PrairieView Partners, LLC. As of 2021Q4, PrairieView Partners, LLC owns 436 stocks with a total value of $718 million. These are the details of the buys and sells.
New Purchases: AVGO, BX, NULV, BJ, CCI, DLR, AZN, GRMN, CONE, NEP, SIMO, VMC, AWI, AZO, RCM, HZNP, ABBV, ICLR, TNET, KEYS, BOX, BGRN, ESGD, AKAM, BDX, HUM, LRCX, MMC, MOH, NDAQ, VIAC, SBAC, PCYO, BLK, COIN, FLOW, MNDT, COO, FULC, PTON, BITO, IAC, UWMC, UWMC, KD, ARKG, ARKW, ARKX, EPD, EXAS, TMST, SRE, MTCH, ENPH, VSTM, FLT, ALB, NUE, VMW, ON, WBA, X, TKR, SPXC,
Added Positions: SUB, AVDE, VTI, AVEM, BSV, VTV, BNDX, VCSH, AVMU, AVDV, AVUS, SCHC, VEA, VSS, DLS, AVUV, VGIT, VB, SCHO, AAPL, VWO, IEFA, IEMG, EFV, IAGG, VTEB, SCHR, IWM, CAT, SUSB, UNH, SLQD, JNJ, SCHF, STX, EEM, SPY, ESGE, ESML, ABT, AVTR, FB, GOOGL, THG, SHW, SBUX, TMO, COST, UPS, CMCSA, ZBRA, TSLA, PEP, BRK.B, AMAT, ADBE, MSFT, SPGI, MCD, COP, JPM, HD, GE, GXC, CSCO, BWA, VNQ, VTIP, ANF, T, SPSC, CARR, OTIS, SNOW, FSR, AGG, ARKF, ARKK, GM, MDLZ, VZ, BLOK, TTC, QCOM, EMB, PSEC, PNW, NVDA,
Reduced Positions: SHM, SCHE, MMM, FAST, ITOT, VBR, SCHB, SCHV, IBM, DTH, PG, VV, DSI, XEL, FNDA, FNDF, UL, USB, SWKS, ECL, PFE, STPZ, IJR, SPTI, SDY, SLY, SLYV, SPDW, SPIB, BND, VGK, VGSH, VONV, VOO, VYM, IWF, LCID, GTX, PM, DAL, WWD, WFC, DIS, JWN, VTRS, TELL, MDU, F, XOM, KO, CVX,
Sold Out: DHR, LIN, TROW, PINS, ATO, TAP, NUAN, PIPR, SGMO, RIG, EDU, CRNC,
For the details of PrairieView Partners, LLC's stock buys and sells,
go to https://www.gurufocus.com/guru/prairieview+partners%2C+llc/current-portfolio/portfolio
These are the top 5 holdings of PrairieView Partners, LLC
Vanguard Total Stock Market ETF (VTI) - 445,938 shares, 15.00% of the total portfolio. Shares added by 1.61%
Vanguard Value ETF (VTV) - 556,663 shares, 11.41% of the total portfolio. Shares added by 1.68%
Vanguard Short-Term Bond ETF (BSV) - 592,502 shares, 6.67% of the total portfolio. Shares added by 3.30%
Vanguard Short-Term Corporate Bond ETF (VCSH) - 559,788 shares, 6.34% of the total portfolio. Shares added by 2.03%
Avantis International Equity ETF (AVDE) - 660,907 shares, 5.84% of the total portfolio. Shares added by 6.07%
New Purchase: Blackstone Inc (BX)
PrairieView Partners, LLC initiated holding in Blackstone Inc. The purchase prices were between $110.95 and $148.88, with an estimated average price of $133.86. The stock is now traded at around $109.780000. The impact to a portfolio due to this purchase was 0.04%. The holding were 2,367 shares as of 2021-12-31.
New Purchase: Broadcom Inc (AVGO)
PrairieView Partners, LLC initiated holding in Broadcom Inc. The purchase prices were between $475.95 and $674.28, with an estimated average price of $564.76. The stock is now traded at around $533.230000. The impact to a portfolio due to this purchase was 0.04%. The holding were 403 shares as of 2021-12-31.
New Purchase: Nuveen ESG Large-Cap Value ETF (NULV)
PrairieView Partners, LLC initiated holding in Nuveen ESG Large-Cap Value ETF. The purchase prices were between $36.02 and $38.9, with an estimated average price of $37.59. The stock is now traded at around $37.340000. The impact to a portfolio due to this purchase was 0.03%. The holding were 6,400 shares as of 2021-12-31.
New Purchase: Garmin Ltd (GRMN)
PrairieView Partners, LLC initiated holding in Garmin Ltd. The purchase prices were between $129.31 and $165.15, with an estimated average price of $144.08. The stock is now traded at around $121.440000. The impact to a portfolio due to this purchase was 0.02%. The holding were 790 shares as of 2021-12-31.
New Purchase: CyrusOne Inc (CONE)
PrairieView Partners, LLC initiated holding in CyrusOne Inc. The purchase prices were between $75.25 and $90.23, with an estimated average price of $85.12. The stock is now traded at around $88.970000. The impact to a portfolio due to this purchase was 0.02%. The holding were 1,401 shares as of 2021-12-31.
New Purchase: AstraZeneca PLC (AZN)
PrairieView Partners, LLC initiated holding in AstraZeneca PLC. The purchase prices were between $54.02 and $63.83, with an estimated average price of $58.76. The stock is now traded at around $59.100000. The impact to a portfolio due to this purchase was 0.02%. The holding were 1,864 shares as of 2021-12-31.
Added: iShares Short-Term National Muni Bond ETF (SUB)
PrairieView Partners, LLC added to a holding in iShares Short-Term National Muni Bond ETF by 122.66%. The purchase prices were between $107.19 and $107.42, with an estimated average price of $107.31. The stock is now traded at around $106.590000. The impact to a portfolio due to this purchase was 0.34%. The holding were 41,564 shares as of 2021-12-31.
Added: Avantis Core Municipal Fixed Income ETF (AVMU)
PrairieView Partners, LLC added to a holding in Avantis Core Municipal Fixed Income ETF by 682.03%. The purchase prices were between $49.5 and $50.04, with an estimated average price of $49.8. The stock is now traded at around $49.345000. The impact to a portfolio due to this purchase was 0.13%. The holding were 22,147 shares as of 2021-12-31.
Added: Avantis U.S. Equity ETF (AVUS)
PrairieView Partners, LLC added to a holding in Avantis U.S. Equity ETF by 4698.14%. The purchase prices were between $73.64 and $80.53, with an estimated average price of $78.14. The stock is now traded at around $74.300000. The impact to a portfolio due to this purchase was 0.12%. The holding were 10,316 shares as of 2021-12-31.
Added: Schwab Short-Term U.S. Treasury ETF (SCHO)
PrairieView Partners, LLC added to a holding in Schwab Short-Term U.S. Treasury ETF by 33.03%. The purchase prices were between $50.82 and $51.16, with an estimated average price of $50.95. The stock is now traded at around $50.620000. The impact to a portfolio due to this purchase was 0.07%. The holding were 41,564 shares as of 2021-12-31.
Added: BTC iShares Core MSCI EAFE ETF (IEFA)
PrairieView Partners, LLC added to a holding in BTC iShares Core MSCI EAFE ETF by 31.47%. The purchase prices were between $71.13 and $76.32, with an estimated average price of $74.06. The stock is now traded at around $72.170000. The impact to a portfolio due to this purchase was 0.06%. The holding were 25,094 shares as of 2021-12-31.
Added: Schwab Intermediate-Term U.S. Treasury ETF (SCHR)
PrairieView Partners, LLC added to a holding in Schwab Intermediate-Term U.S. Treasury ETF by 34.40%. The purchase prices were between $55.73 and $56.61, with an estimated average price of $56.19. The stock is now traded at around $55.390000. The impact to a portfolio due to this purchase was 0.03%. The holding were 14,922 shares as of 2021-12-31.
Sold Out: T. Rowe Price Group Inc (TROW)
PrairieView Partners, LLC sold out a holding in T. Rowe Price Group Inc. The sale prices were between $188.5 and $221.29, with an estimated average price of $203.15.
Sold Out: Pinterest Inc (PINS)
PrairieView Partners, LLC sold out a holding in Pinterest Inc. The sale prices were between $34.93 and $62.68, with an estimated average price of $44.17.
Sold Out: Linde PLC (LIN)
PrairieView Partners, LLC sold out a holding in Linde PLC. The sale prices were between $294.65 and $346.43, with an estimated average price of $324.66.
Sold Out: Danaher Corp (DHR)
PrairieView Partners, LLC sold out a holding in Danaher Corp. The sale prices were between $292.08 and $329.01, with an estimated average price of $311.04.
Sold Out: Sangamo Therapeutics Inc (SGMO)
PrairieView Partners, LLC sold out a holding in Sangamo Therapeutics Inc. The sale prices were between $7.29 and $10.97, with an estimated average price of $8.68.
Sold Out: Atmos Energy Corp (ATO)
PrairieView Partners, LLC sold out a holding in Atmos Energy Corp. The sale prices were between $88.98 and $104.83, with an estimated average price of $95.
Here is the complete portfolio of PrairieView Partners, LLC. Also check out:
1. PrairieView Partners, LLC's Undervalued Stocks
2. PrairieView Partners, LLC's Top Growth Companies, and
3. PrairieView Partners, LLC's High Yield stocks
4. Stocks that PrairieView Partners, LLC keeps buyingThis article first appeared on GuruFocus.
