Core First Bank & Trust Vanguard Wellington Fd U S Val Transaction History
Core First Bank & Trust
- $148 Million
- Q2 2024
A detailed history of Core First Bank & Trust transactions in Vanguard Wellington Fd U S Val stock. As of the latest transaction made, Core First Bank & Trust holds 4,849 shares of VFVA stock, worth $603,845. This represents 0.37% of its overall portfolio holdings.
Number of Shares
4,849
Previous 2,779
74.49%
Holding current value
$603,845
Previous $331,000
65.56%
% of portfolio
0.37%
Previous 0.21%
Shares
3 transactions
Others Institutions Holding VFVA
# of Institutions
89Shares Held
2.31MCall Options Held
0Put Options Held
0-
Adviser Investments LLC600KShares$74.8 Million0.91% of portfolio
-
Armbruster Capital Management, Inc.417KShares$51.9 Million10.05% of portfolio
-
Anderson Hoagland & CO265KShares$33 Million3.31% of portfolio
-
Sterling Manor Financial, LLC113KShares$14.1 Million9.69% of portfolio
-
Milestone Advisory Partners71.3KShares$8.87 Million5.95% of portfolio