Parkworth Wealth Management, Inc. Vanguard Wellington Fd U S Val Transaction History
Parkworth Wealth Management, Inc.
- $125 Billion
- Q1 2025
A detailed history of Parkworth Wealth Management, Inc. transactions in Vanguard Wellington Fd U S Val stock. As of the latest transaction made, Parkworth Wealth Management, Inc. holds 8,572 shares of VFVA stock, worth $1.01 Million. This represents 0.78% of its overall portfolio holdings.
Number of Shares
8,572
Previous 8,487
1.0%
Holding current value
$1.01 Million
Previous $1 Billion
2.74%
% of portfolio
0.78%
Previous 0.84%
Shares
2 transactions
Others Institutions Holding VFVA
# of Institutions
100Shares Held
2.01MCall Options Held
0Put Options Held
0-
Armbruster Capital Management, Inc.423KShares$50.1 Million9.12% of portfolio
-
Anderson Hoagland & CO264KShares$31.2 Million3.03% of portfolio
-
Adviser Investments LLC120KShares$14.2 Million0.18% of portfolio
-
Equitable Holdings, Inc. New York, NY111KShares$13.2 Million0.13% of portfolio
-
Milestone Advisory Partners71.3KShares$8.43 Million5.95% of portfolio