Cibc Private Wealth Group, LLC Vanguard Wellington Fd U S Val Transaction History
Cibc Private Wealth Group, LLC
- $51.4 Billion
- Q2 2024
A detailed history of Cibc Private Wealth Group, LLC transactions in Vanguard Wellington Fd U S Val stock. As of the latest transaction made, Cibc Private Wealth Group, LLC holds 851 shares of VFVA stock, worth $108,706. This represents 0.0% of its overall portfolio holdings.
Number of Shares
851
Previous 851
-0.0%
Holding current value
$108,706
Previous $101,000
4.95%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding VFVA
# of Institutions
91Shares Held
2.36MCall Options Held
0Put Options Held
0-
Adviser Investments LLC597KShares$76.3 Million0.9% of portfolio
-
Armbruster Capital Management, Inc.417KShares$53.3 Million10.05% of portfolio
-
Anderson Hoagland & CO265KShares$33.9 Million3.31% of portfolio
-
Sterling Manor Financial, LLC113KShares$14.4 Million9.69% of portfolio
-
Milestone Advisory Partners71.3KShares$9.1 Million5.95% of portfolio