True Wealth Design, LLC Vanguard Wellington Fd U S Val Transaction History
True Wealth Design, LLC
- $263 Billion
- Q1 2025
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 $49,023. This represents 0.02% of its overall portfolio holdings.
Number of Shares
425
Previous 425
-0.0%
Holding current value
$49,023
Previous $50.3 Million
3.7%
% of portfolio
0.02%
Previous 0.02%
Shares
1 transactions
Others Institutions Holding VFVA
# of Institutions
103Shares Held
2.59MCall Options Held
0Put Options Held
0-
Adviser Investments LLC510KShares$58.8 Million0.74% of portfolio
-
Armbruster Capital Management, Inc.424KShares$48.9 Million9.65% of portfolio
-
Anderson Hoagland & CO260KShares$30 Million3.21% of portfolio
-
Equitable Holdings, Inc. New York, NY111KShares$12.8 Million0.13% of portfolio
-
Sequoia Financial Advisors, LLC89.5KShares$10.3 Million0.09% of portfolio