Fortis Advisors, LLC Vanguard Wellington Fd U S Val Transaction History
Fortis Advisors, LLC
- $127 Million
- Q2 2024
A detailed history of Fortis Advisors, LLC transactions in Vanguard Wellington Fd U S Val stock. As of the latest transaction made, Fortis Advisors, LLC holds 55,840 shares of VFVA stock, worth $6.67 Million. This represents 4.96% of its overall portfolio holdings.
Number of Shares
55,840
Previous 56,260
0.75%
Holding current value
$6.67 Million
Previous $6.71 Million
5.97%
% of portfolio
4.96%
Previous 5.06%
Shares
14 transactions
Others Institutions Holding VFVA
# of Institutions
90Shares Held
2.55MCall Options Held
0Put Options Held
0-
Adviser Investments LLC597KShares$71.3 Million0.9% of portfolio
-
Armbruster Capital Management, Inc.427KShares$51 Million10.03% of portfolio
-
Anderson Hoagland & CO264KShares$31.5 Million3.22% of portfolio
-
Symmetry Partners, LLC177KShares$21.1 Million1.03% of portfolio
-
Sterling Manor Financial, LLC115KShares$13.7 Million10.22% of portfolio