Motive Wealth Advisors Vanguard Wellington Fd U S Val Transaction History
Motive Wealth Advisors
- $174 Million
- Q3 2024
A detailed history of Motive Wealth Advisors transactions in Vanguard Wellington Fd U S Val stock. As of the latest transaction made, Motive Wealth Advisors holds 2,200 shares of VFVA stock, worth $260,612. This represents 0.15% of its overall portfolio holdings.
Number of Shares
2,200
Previous 2,200
-0.0%
Holding current value
$260,612
Previous $248,000
6.85%
% of portfolio
0.15%
Previous 0.15%
Shares
1 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