Gibson Wealth Advisors LLC Buys 3, Sells 2 in 2nd Quarter | | StockXpo

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Gibson Wealth Advisors LLC Buys 3, Sells 2 in 2nd Quarter

Published: Wednesday, September 7, 2022 · 11:00 PM  |  Updated: Wednesday, September 7, 2022 · 11:00 PM

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🗝️ Key Points

  • Gibson Wealth Advisors LLC recently filed their 13F report for the second quarter of 2022, which ended on 2022-06-30.
  • 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,.
  • They are not required to include international holdings, short positions or other types of investments.


Gibson Wealth Advisors LLC
recently filed their 13F report for the second quarter of 2022, which ended on 2022-06-30.

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.

1015 PRUITT PLACE TYLER, TX 75703

As of the latest 13F report, the guru’s equity portfolio contained 122 stocks valued at a total of $90.00Mil. The top holdings were
VTI(25.31%),
VTIP(24.29%),
and
VOO(11.71%).

According to GuruFocus data, these were Gibson Wealth Advisors LLC’s top five trades of the quarter.

Vanguard Short-Term Inflation-Protected Securities

During the quarter, Gibson Wealth Advisors LLC bought 85,696 shares of NAS:VTIP for a total holding of 434,484. The trade had a 4.79% impact on the equity portfolio. During the quarter, the stock traded for an average price of $49.9.

On 09/07/2022, Vanguard Short-Term Inflation-Protected Securities traded for a price of $49.47 per share and a market cap of $20.80Bil. The stock has returned -0.38% over the past year.

There is insufficient data to calculate the stock’s financial strength and profitability ratings.

Vanguard Total Bond Market ETF

Gibson Wealth Advisors LLC reduced their investment in NAS:BND by 30,404 shares. The trade had a 2.47% impact on the equity portfolio. During the quarter, the stock traded for an average price of $75.55.

On 09/07/2022, Vanguard Total Bond Market ETF traded for a price of $74.09 per share and a market cap of $82.60Bil. The stock has returned -11.84% 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

The guru established a new position worth 26,482 shares in ARCA:VEU, giving the stock a 1.48% weight in the equity portfolio. Shares traded for an average price of $53.07 during the quarter.

On 09/07/2022, Vanguard FTSE All-World ex-US ETF traded for a price of $48.63 per share and a market cap of $30.57Bil. The stock has returned -22.17% over the past year.

There is insufficient data to calculate the stock’s financial strength and profitability ratings.

In terms of valuation, Vanguard FTSE All-World ex-US ETF has
a price-earnings ratio of 12.42 and
a price-book ratio of 1.57.

Vanguard Total Stock Market ETF

During the quarter, Gibson Wealth Advisors LLC bought 6,622 shares of ARCA:VTI for a total holding of 120,268. The trade had a 1.39% impact on the equity portfolio. During the quarter, the stock traded for an average price of $205.06.

On 09/07/2022, Vanguard Total Stock Market ETF traded for a price of $199.53 per share and a market cap of $262.88Bil. The stock has returned -13.28% over the past year.

There is insufficient data to calculate the stock’s financial strength and profitability ratings.

In terms of valuation, Vanguard Total Stock Market ETF has
a price-earnings ratio of 19.66 and
a price-book ratio of 3.59.

Vanguard Short-Term Bond ETF

Gibson Wealth Advisors LLC reduced their investment in ARCA:BSV by 15,221 shares. The trade had a 1.21% impact on the equity portfolio. During the quarter, the stock traded for an average price of $76.69.

On 09/07/2022, Vanguard Short-Term Bond ETF traded for a price of $76.17 per share and a market cap of $38.91Bil. The stock has returned -5.82% 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.

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This article is general in nature and does not represent the opinions of GuruFocus or any of its affiliates. This article is not intended to be financial advice, nor does it constitute investment advice or recommendations. It was written without regard to your individual situation or financial goals. We aim to bring you fundamental, data-driven analysis, The information on this site is in no way guaranteed for completeness, accuracy or in any other way.

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