Starboard Investment Trust Buys Vanguard Large Cap ETF, Vanguard Materials ETF, Sells Vanguard ...

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Investment company Starboard Investment Trust (Current Portfolio) buys Vanguard Large Cap ETF, Vanguard Materials ETF, sells Vanguard Mid-Cap ETF, Vanguard Consumer Staples ETF, Consumer Discretionary Select Sector SPDR, Vanguard Utilities ETF, ProShares UltraShort Basic Materials during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Starboard Investment Trust. As of 2021Q3, Starboard Investment Trust owns 9 stocks with a total value of $26 million. These are the details of the buys and sells.

  • Added Positions: VV, VAW,

  • Reduced Positions: VGT,

  • Sold Out: VO, VDC, XLY, VPU, SMN, SBM,


For the details of Sector Rotation Fund's stock buys and sells,
go to https://www.gurufocus.com/guru/sector+rotation+fund/current-portfolio/portfolio

These are the top 5 holdings of Sector Rotation Fund

  1. Vanguard Consumer Discretionary ETF (VCR) - 20,000 shares, 24.12% of the total portfolio.

  2. Vanguard Information Technology ETF (VGT) - 10,000 shares, 15.61% of the total portfolio. Shares reduced by 16.67%

  3. Vanguard Health Care ETF (VHT) - 15,000 shares, 14.42% of the total portfolio.

  4. Vanguard Large Cap ETF (VV) - 15,000 shares, 11.72% of the total portfolio. Shares added by 50.00%

  5. Invesco Aerospace & Defense ETF (PPA) - 35,000 shares, 9.79% of the total portfolio.

Added: Vanguard Large Cap ETF (VV)

Starboard Investment Trust added to a holding in Vanguard Large Cap ETF by 50.00%. The purchase prices were between $198.51 and $211.64, with an estimated average price of $206.09. The stock is now traded at around $218.090000. The impact to a portfolio due to this purchase was 3.91%. The holding were 15,000 shares as of 2021-09-30.

Added: Vanguard Materials ETF (VAW)

Starboard Investment Trust added to a holding in Vanguard Materials ETF by 133.33%. The purchase prices were between $172.22 and $188.21, with an estimated average price of $180.96. The stock is now traded at around $190.780000. The impact to a portfolio due to this purchase was 2.7%. The holding were 7,000 shares as of 2021-09-30.

Sold Out: Vanguard Mid-Cap ETF (VO)

Starboard Investment Trust sold out a holding in Vanguard Mid-Cap ETF. The sale prices were between $229.3 and $249.17, with an estimated average price of $241.14.

Sold Out: Vanguard Consumer Staples ETF (VDC)

Starboard Investment Trust sold out a holding in Vanguard Consumer Staples ETF. The sale prices were between $179.22 and $188.13, with an estimated average price of $184.1.

Sold Out: Consumer Discretionary Select Sector SPDR (XLY)

Starboard Investment Trust sold out a holding in Consumer Discretionary Select Sector SPDR. The sale prices were between $175.67 and $185.89, with an estimated average price of $181.44.

Sold Out: Vanguard Utilities ETF (VPU)

Starboard Investment Trust sold out a holding in Vanguard Utilities ETF. The sale prices were between $138.56 and $151.34, with an estimated average price of $144.8.

Sold Out: ProShares UltraShort Basic Materials (SMN)

Starboard Investment Trust sold out a holding in ProShares UltraShort Basic Materials. The sale prices were between $12.85 and $15.59, with an estimated average price of $14.01.

Sold Out: ProShares Short Basic Materials (SBM)

Starboard Investment Trust sold out a holding in ProShares Short Basic Materials. The sale prices were between $9.91 and $10.88, with an estimated average price of $10.34.



Here is the complete portfolio of Sector Rotation Fund. Also check out:

1. Sector Rotation Fund's Undervalued Stocks

2. Sector Rotation Fund's Top Growth Companies, and

3. Sector Rotation Fund's High Yield stocks

4. Stocks that Sector Rotation Fund keeps buyingThis article first appeared on GuruFocus.