Rockingstone Advisors LLC Vanguard Wellington Fd U S Val Transaction History
Rockingstone Advisors LLC
- $226 Billion
- Q4 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 7,653 shares of VFVA stock, worth $856,064. This represents 0.4% of its overall portfolio holdings.
Number of Shares
7,653
Previous 11,350
32.57%
Holding current value
$856,064
Previous $1.37 Billion
33.78%
% of portfolio
0.4%
Previous 0.67%
Shares
8 transactions
Others Institutions Holding VFVA
# of Institutions
100Shares Held
2.47MCall Options Held
0Put Options Held
0-
Adviser Investments LLC535KShares$59.8 Million0.79% of portfolio
-
Armbruster Capital Management, Inc.421KShares$47.1 Million10.14% of portfolio
-
Anderson Hoagland & CO267KShares$29.9 Million3.4% of portfolio
-
Sterling Manor Financial, LLC110KShares$12.3 Million9.58% of portfolio
-
Sequoia Financial Advisors, LLC84KShares$9.39 Million0.09% of portfolio