Markets

Vista Capital Partners, Inc. Buys iShares Russell 3000, Schwab U.S. ...

Vista Capital Partners, Inc.

  • New Purchases: IWV , IJS , AMZN , CVX, JPM,
  • Added Positions:VTI, VNQ, SCHH, SPY, IVV, VNQI, SCHR, SCHB, SCHA, RWX,
  • Reduced Positions:VUG, VB, TIP, SIVB, SCHF, VV, SCHP, SCHE, NWN, NKE,
  • Sold Out:ORCL, YUMC,

For the details of VISTA CAPITAL PARTNERS, INC.'s stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=VISTA+CAPITAL+PARTNERS%2C+INC.

These are the top 5 holdings of VISTA CAPITAL PARTNERS, INC.

  1. Vanguard Value ETF - DNQ ( VTV ) - 1,152,956 shares, 29.3% of the total portfolio. Shares reduced by 0.94%
  2. Vanguard Total Stock Market ( VTI ) - 778,514 shares, 24.53% of the total portfolio. Shares added by 2.17%
  3. Vanguard Growth ETF - DNQ ( VUG ) - 486,724 shares, 14.83% of the total portfolio. Shares reduced by 1.03%
  4. Vanguard Small-Cap ETF - DNQ ( VB ) - 360,924 shares, 12.72% of the total portfolio. Shares reduced by 1.14%
  5. Vanguard REIT ETF - DNQ ( VNQ ) - 537,982 shares, 12.13% of the total portfolio. Shares added by 2.41%

New Purchase: iShares Russell 3000 (IWV)

Vista Capital Partners, Inc. initiated holdings in iShares Russell 3000. The purchase prices were between $123.07 and $135.09, with an estimated average price of $128.58. The stock is now traded at around $134.86. The impact to the portfolio due to this purchase was 0.15%. The holdings were 4,116 shares as of 2016-12-31.

New Purchase: iShares S&P SmallCap 600 Value (IJS)

Vista Capital Partners, Inc. initiated holdings in iShares S&P SmallCap 600 Value. The purchase prices were between $117.1 and $144.6, with an estimated average price of $128.65. The stock is now traded at around $138.04. The impact to the portfolio due to this purchase was 0.08%. The holdings were 1,990 shares as of 2016-12-31.

New Purchase: Chevron Corp (CVX)

Vista Capital Partners, Inc. initiated holdings in Chevron Corp. The purchase prices were between $99.92 and $118.77, with an estimated average price of $108.9. The stock is now traded at around $115.60. The impact to the portfolio due to this purchase was 0.07%. The holdings were 2,376 shares as of 2016-12-31.

New Purchase: Amazon.com Inc (AMZN)

Vista Capital Partners, Inc. initiated holdings in Amazon.com Inc. The purchase prices were between $719.07 and $844.36, with an estimated average price of $783.7. The stock is now traded at around $808.33. The impact to the portfolio due to this purchase was 0.07%. The holdings were 336 shares as of 2016-12-31.

New Purchase: JPMorgan Chase & Co (JPM)

Vista Capital Partners, Inc. initiated holdings in JPMorgan Chase & Co. The purchase prices were between $66.51 and $87.13, with an estimated average price of $76.26. The stock is now traded at around $83.67. The impact to the portfolio due to this purchase was 0.06%. The holdings were 2,460 shares as of 2016-12-31.

Added: Schwab U.S. REIT (SCHH)

Vista Capital Partners, Inc. added to the holdings in Schwab U.S. REIT by 163.91%. The purchase prices were between $38.61 and $41.82, with an estimated average price of $40.05. The stock is now traded at around $41.12. The impact to the portfolio due to this purchase was 0.12%. The holdings were 16,827 shares as of 2016-12-31.

Added: SPDR S&P 500 (SPY)

Vista Capital Partners, Inc. added to the holdings in SPDR S&P 500 by 90.09%. The purchase prices were between $208.55 and $227.22, with an estimated average price of $216.88. The stock is now traded at around $226.74. The impact to the portfolio due to this purchase was 0.07%. The holdings were 2,321 shares as of 2016-12-31.

Added: iShares Core S&P 500 (IVV)

Vista Capital Partners, Inc. added to the holdings in iShares Core S&P 500 by 58.28%. The purchase prices were between $209.67 and $228.5, with an estimated average price of $218.11. The stock is now traded at around $228.10. The impact to the portfolio due to this purchase was 0.06%. The holdings were 2,455 shares as of 2016-12-31.

Sold Out: Oracle Corp (ORCL)

Vista Capital Partners, Inc. sold out the holdings in Oracle Corp. The sale prices were between $37.93 and $40.88, with an estimated average price of $39.11.

Sold Out: Yum China Holdings Inc (YUMC)

Vista Capital Partners, Inc. sold out the holdings in Yum China Holdings Inc. The sale prices were between $24.25 and $29.98, with an estimated average price of $26.73.

Premium Members

This article first appeared on GuruFocus .

The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.


The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

In This Story

VB VTV VNQ VUG VTI

Other Topics

Stocks

Latest Markets Videos