Glass Jacobson Investment Advisors LLC Vanguard Wellington Fd U S Val Transaction History
Glass Jacobson Investment Advisors LLC
- $305 Billion
- Q4 2024
A detailed history of Glass Jacobson Investment Advisors LLC transactions in Vanguard Wellington Fd U S Val stock. As of the latest transaction made, Glass Jacobson Investment Advisors LLC holds 159 shares of VFVA stock, worth $18,523. This represents 0.01% of its overall portfolio holdings.
Number of Shares
159
Previous 158
0.63%
Holding current value
$18,523
Previous $19.1 Million
1.17%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding VFVA
# of Institutions
99Shares Held
2.47MCall Options Held
0Put Options Held
0-
Adviser Investments LLC535KShares$62.3 Million0.79% of portfolio
-
Armbruster Capital Management, Inc.421KShares$49 Million10.14% of portfolio
-
Anderson Hoagland & CO267KShares$31.2 Million3.4% of portfolio
-
Sterling Manor Financial, LLC110KShares$12.9 Million9.58% of portfolio
-
Sequoia Financial Advisors, LLC84KShares$9.78 Million0.09% of portfolio