Essex Financial Services, Inc. Vanguard Wellington Fd U S Val Transaction History
Essex Financial Services, Inc.
- $1.33 Billion
- Q1 2025
A detailed history of Essex Financial Services, Inc. transactions in Vanguard Wellington Fd U S Val stock. As of the latest transaction made, Essex Financial Services, Inc. holds 3,398 shares of VFVA stock, worth $415,881. This represents 0.03% of its overall portfolio holdings.
Number of Shares
3,398
Previous 2,168
56.73%
Holding current value
$415,881
Previous $256,000
51.17%
% of portfolio
0.03%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding VFVA
# of Institutions
104Shares Held
2.6MCall Options Held
0Put Options Held
0-
Adviser Investments LLC510KShares$62.4 Million0.74% of portfolio
-
Armbruster Capital Management, Inc.424KShares$51.9 Million9.65% of portfolio
-
Anderson Hoagland & CO264KShares$32.3 Million3.03% of portfolio
-
Equitable Holdings, Inc. New York, NY111KShares$13.6 Million0.13% of portfolio
-
Sequoia Financial Advisors, LLC89.5KShares$11 Million0.09% of portfolio