Long Island Wealth Management, Inc. Vanguard Wellington Fd U S Val Transaction History
Long Island Wealth Management, Inc.
- $142 Billion
- Q1 2024
A detailed history of Long Island Wealth Management, Inc. transactions in Vanguard Wellington Fd U S Val stock. As of the latest transaction made, Long Island Wealth Management, Inc. holds 6,875 shares of VFVA stock, worth $767,112. This represents 0.58% of its overall portfolio holdings.
Number of Shares
6,875
Previous 6,864
0.16%
Holding current value
$767,112
Previous $773 Million
6.08%
% of portfolio
0.58%
Previous 0.55%
Shares
2 transactions
Others Institutions Holding VFVA
# of Institutions
90Shares Held
2.51MCall Options Held
0Put Options Held
0-
Adviser Investments LLC615KShares$68.6 Million0.99% of portfolio
-
Armbruster Capital Management, Inc.429KShares$47.8 Million10.89% of portfolio
-
Anderson Hoagland & CO260KShares$29 Million3.47% of portfolio
-
Symmetry Partners, LLC177KShares$19.7 Million1.65% of portfolio
-
Sterling Manor Financial, LLC129KShares$14.4 Million11.95% of portfolio