Glass Jacobson Investment Advisors LLC Vanguard Wellington Fd U S Val Transaction History
Glass Jacobson Investment Advisors LLC
- $302 Billion
- Q3 2024
A detailed history of Glass Jacobson Investment Advisors LLC transactions in Vanguard Wellington Fd U S Val stock. As of the latest transaction made, Glass Jacobson Investment Advisors LLC holds 158 shares of VFVA stock, worth $18,716. This represents 0.01% of its overall portfolio holdings.
Number of Shares
158
Previous 179
11.73%
Holding current value
$18,716
Previous $20.3 Million
5.83%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding VFVA
# of Institutions
89Shares Held
2.31MCall Options Held
0Put Options Held
0-
Adviser Investments LLC600KShares$71.1 Million0.91% of portfolio
-
Armbruster Capital Management, Inc.417KShares$49.4 Million10.05% of portfolio
-
Anderson Hoagland & CO265KShares$31.4 Million3.31% of portfolio
-
Sterling Manor Financial, LLC113KShares$13.4 Million9.69% of portfolio
-
Milestone Advisory Partners71.3KShares$8.44 Million5.95% of portfolio