Essex Financial Services, Inc. Vanguard Wellington Fd U S Val Transaction History
Essex Financial Services, Inc.
- $1.36 Billion
- Q4 2024
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 2,168 shares of VFVA stock, worth $259,878. This represents 0.02% of its overall portfolio holdings.
Number of Shares
2,168
Previous 1,693
28.06%
Holding current value
$259,878
Previous $204,000
25.49%
% of portfolio
0.02%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding VFVA
# of Institutions
98Shares Held
2.47MCall Options Held
0Put Options Held
0-
Adviser Investments LLC535KShares$64.1 Million0.79% of portfolio
-
Armbruster Capital Management, Inc.421KShares$50.4 Million10.14% of portfolio
-
Anderson Hoagland & CO267KShares$32.1 Million3.4% of portfolio
-
Sterling Manor Financial, LLC110KShares$13.2 Million9.58% of portfolio
-
Sequoia Financial Advisors, LLC84KShares$10.1 Million0.09% of portfolio