Long Island Wealth Management, Inc. Vanguard Wellington Fd U S Val Transaction History
Long Island Wealth Management, Inc.
- $164 Billion
- Q1 2025
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 8,891 shares of VFVA stock, worth $1.01 Million. This represents 0.62% of its overall portfolio holdings.
Number of Shares
8,891
Previous 7,120
24.87%
Holding current value
$1.01 Million
Previous $843 Million
20.26%
% of portfolio
0.62%
Previous 0.53%
Shares
6 transactions
Others Institutions Holding VFVA
# of Institutions
103Shares Held
2.59MCall Options Held
0Put Options Held
0-
Adviser Investments LLC510KShares$57.9 Million0.74% of portfolio
-
Armbruster Capital Management, Inc.424KShares$48.2 Million9.65% of portfolio
-
Anderson Hoagland & CO260KShares$29.6 Million3.21% of portfolio
-
Equitable Holdings, Inc. New York, NY111KShares$12.6 Million0.13% of portfolio
-
Sequoia Financial Advisors, LLC89.5KShares$10.2 Million0.09% of portfolio