Rockingstone Advisors LLC Vanguard Wellington Fd U S Val Transaction History
Rockingstone Advisors LLC
- $195 Billion
- Q2 2024
A detailed history of Rockingstone Advisors LLC transactions in Vanguard Wellington Fd U S Val stock. As of the latest transaction made, Rockingstone Advisors LLC holds 11,225 shares of VFVA stock, worth $1.31 Million. This represents 0.65% of its overall portfolio holdings.
Number of Shares
11,225
Previous 11,405
1.58%
Holding current value
$1.31 Million
Previous $1.36 Billion
6.75%
% of portfolio
0.65%
Previous 0.7%
Shares
6 transactions
Others Institutions Holding VFVA
# of Institutions
90Shares Held
2.55MCall Options Held
0Put Options Held
0-
Adviser Investments LLC597KShares$69.9 Million0.9% of portfolio
-
Armbruster Capital Management, Inc.427KShares$49.9 Million10.03% of portfolio
-
Anderson Hoagland & CO264KShares$30.8 Million3.22% of portfolio
-
Symmetry Partners, LLC177KShares$20.7 Million1.03% of portfolio
-
Sterling Manor Financial, LLC115KShares$13.4 Million10.22% of portfolio