Sunbelt Securities, Inc. Vanguard Wellington Fd U S Val Transaction History
Sunbelt Securities, Inc.
- $924 Million
- Q3 2024
A detailed history of Sunbelt Securities, Inc. transactions in Vanguard Wellington Fd U S Val stock. As of the latest transaction made, Sunbelt Securities, Inc. holds 3,042 shares of VFVA stock, worth $373,496. This represents 0.04% of its overall portfolio holdings.
Number of Shares
3,042
Previous 3,042
-0.0%
Holding current value
$373,496
Previous $343,000
6.71%
% of portfolio
0.04%
Previous 0.04%
Shares
4 transactions
Others Institutions Holding VFVA
# of Institutions
89Shares Held
2.31MCall Options Held
0Put Options Held
0-
Adviser Investments LLC600KShares$73.7 Million0.91% of portfolio
-
Armbruster Capital Management, Inc.417KShares$51.2 Million10.05% of portfolio
-
Anderson Hoagland & CO265KShares$32.5 Million3.31% of portfolio
-
Sterling Manor Financial, LLC113KShares$13.9 Million9.69% of portfolio
-
Milestone Advisory Partners71.3KShares$8.75 Million5.95% of portfolio