True Wealth Design, LLC Vanguard Wellington Fd U S Val Transaction History
True Wealth Design, LLC
- $256 Billion
- Q3 2024
A detailed history of True Wealth Design, LLC transactions in Vanguard Wellington Fd U S Val stock. As of the latest transaction made, True Wealth Design, LLC holds 425 shares of VFVA stock, worth $52,925. This represents 0.02% of its overall portfolio holdings.
Number of Shares
425
Previous 425
-0.0%
Holding current value
$52,925
Previous $48.1 Million
6.61%
% of portfolio
0.02%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding VFVA
# of Institutions
89Shares Held
2.31MCall Options Held
0Put Options Held
0-
Adviser Investments LLC600KShares$74.8 Million0.91% of portfolio
-
Armbruster Capital Management, Inc.417KShares$51.9 Million10.05% of portfolio
-
Anderson Hoagland & CO265KShares$33 Million3.31% of portfolio
-
Sterling Manor Financial, LLC113KShares$14.1 Million9.69% of portfolio
-
Milestone Advisory Partners71.3KShares$8.87 Million5.95% of portfolio