Fullen Financial Group recently filed their 13F report for the first quarter of 2023, which ended on 2023-03-31.
The 13F report details which stocks were in a guru’s equity portfolio at the end of the quarter, though investors should note that these filings are limited in scope, containing only a snapshot of long positions in U.S.-listed stocks and American depository receipts as of the quarter’s end. They are not required to include international holdings, short positions or other types of investments. Still, even this limited filing can provide valuable information.
3720 NORTH HIGH ST COLUMBUS, OH 43214
As of the latest 13F report, the guru’s equity portfolio contained 59 stocks valued at a total of $186.00Mil. The top holdings were BIV(11.45%), VEU(10.79%), and BSV(8.69%).
According to GuruFocus data, these were Fullen Financial Group’s top five trades of the quarter.
Vanguard Intermediate-Term Bond ETF
During the quarter, Fullen Financial Group bought 28,154 shares of ARCA:BIV for a total holding of 262,996. The trade had a 1.23% impact on the equity portfolio. During the quarter, the stock traded for an average price of $73.62.
On 05/30/2023, Vanguard Intermediate-Term Bond ETF traded for a price of $75.74 per share and a market cap of $14.41Bil. The stock has returned -2.45% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
Vanguard Short-Term Bond ETF
During the quarter, Fullen Financial Group bought 20,061 shares of ARCA:BSV for a total holding of 183,637. The trade had a 0.87% impact on the equity portfolio. During the quarter, the stock traded for an average price of $74.67.
On 05/30/2023, Vanguard Short-Term Bond ETF traded for a price of $76.03 per share and a market cap of $37.28Bil. The stock has returned -0.47% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
Vanguard FTSE All-World ex-US ETF
During the quarter, Fullen Financial Group bought 17,604 shares of ARCA:VEU for a total holding of 333,791. The trade had a 0.54% impact on the equity portfolio. During the quarter, the stock traded for an average price of $48.01.
On 05/30/2023, Vanguard FTSE All-World ex-US ETF traded for a price of $53.11 per share and a market cap of $34.26Bil. The stock has returned 0.17% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
Vanguard Value ETF
During the quarter, Fullen Financial Group bought 3,765 shares of ARCA:VTV for a total holding of 76,961. The trade had a 0.31% impact on the equity portfolio. During the quarter, the stock traded for an average price of $136.83.
On 05/30/2023, Vanguard Value ETF traded for a price of $135.35 per share and a market cap of $98.55Bil. The stock has returned -4.30% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
Vanguard Growth ETF
During the quarter, Fullen Financial Group bought 2,162 shares of ARCA:VUG for a total holding of 30,886. The trade had a 0.29% impact on the equity portfolio. During the quarter, the stock traded for an average price of $220.3.
On 05/30/2023, Vanguard Growth ETF traded for a price of $266.63 per share and a market cap of $87.31Bil. The stock has returned 9.62% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
Please note, the numbers and facts quoted are as of the writing of this article and may not factor in the latest trading data or company announcements.
When GuruFocus covers insider information, we only track open market or the private purchase and sale of common stock with the transaction code of P or S. Therefore, all the transactions mentioned in this article are only the ones with transaction code of P or S.
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