Long Island Wealth Management, Inc. Vanguard Wellington Fd U S Val Transaction History
Long Island Wealth Management, Inc.
- $152 Billion
- Q3 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 6,897 shares of VFVA stock, worth $815,846. This represents 0.55% of its overall portfolio holdings.
Number of Shares
6,897
Previous 6,874
0.33%
Holding current value
$815,846
Previous $777 Million
7.0%
% of portfolio
0.55%
Previous 0.55%
Shares
4 transactions
Others Institutions Holding VFVA
# of Institutions
89Shares Held
2.31MCall Options Held
0Put Options Held
0-
Adviser Investments LLC600KShares$71 Million0.91% of portfolio
-
Armbruster Capital Management, Inc.417KShares$49.3 Million10.05% of portfolio
-
Anderson Hoagland & CO265KShares$31.4 Million3.31% of portfolio
-
Sterling Manor Financial, LLC113KShares$13.4 Million9.69% of portfolio
-
Milestone Advisory Partners71.3KShares$8.43 Million5.95% of portfolio