Long Island Wealth Management, Inc. Vanguard Wellington Fd U S Val Transaction History
Long Island Wealth Management, Inc.
- $142 Billion
- Q1 2024
A detailed history of Long Island Wealth Management, Inc. transactions in Vanguard Wellington Fd U S Val stock. As of the latest transaction made, Long Island Wealth Management, Inc. holds 6,875 shares of VFVA stock, worth $816,818. This represents 0.58% of its overall portfolio holdings.
Number of Shares
6,875
Previous 6,864
0.16%
Holding current value
$816,818
Previous $773 Million
6.08%
% of portfolio
0.58%
Previous 0.55%
Shares
2 transactions
Others Institutions Holding VFVA
# of Institutions
92Shares Held
2.54MCall Options Held
0Put Options Held
0-
Adviser Investments LLC615KShares$73 Million0.99% of portfolio
-
Armbruster Capital Management, Inc.429KShares$50.9 Million10.89% of portfolio
-
Anderson Hoagland & CO264KShares$31.3 Million3.22% of portfolio
-
Symmetry Partners, LLC177KShares$21 Million1.03% of portfolio
-
Sterling Manor Financial, LLC129KShares$15.4 Million11.95% of portfolio