Motive Wealth Advisors Vanguard Wellington Fd U S Val Transaction History
Motive Wealth Advisors
- $217 Million
- Q2 2025
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 $279,422. This represents 0.12% of its overall portfolio holdings.
Number of Shares
2,200
Previous 2,200
-0.0%
Holding current value
$279,422
Previous $250,000
4.0%
% of portfolio
0.12%
Previous 0.13%
Shares
1 transactions
Others Institutions Holding VFVA
# of Institutions
102Shares Held
2.18MCall Options Held
0Put Options Held
0-
Armbruster Capital Management, Inc.423KShares$53.8 Million9.12% of portfolio
-
Anderson Hoagland & CO250KShares$31.7 Million2.91% of portfolio
-
Burrus Financial Services, Inc. Salt Lake City, UT202KShares$25.7 Million11.45% of portfolio
-
Equitable Holdings, Inc. New York, NY128KShares$16.2 Million0.13% of portfolio
-
Adviser Investments LLC120KShares$15.3 Million0.18% of portfolio