Pensionmark Financial Group, LLC Vanguard Wellington Fd U S Val Transaction History
Pensionmark Financial Group, LLC
- $3.54 Billion
- Q4 2024
A detailed history of Pensionmark Financial Group, LLC transactions in Vanguard Wellington Fd U S Val stock. As of the latest transaction made, Pensionmark Financial Group, LLC holds 1,822 shares of VFVA stock, worth $211,078. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,822
Previous 1,822
-0.0%
Holding current value
$211,078
Previous $219,000
1.83%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding VFVA
# of Institutions
99Shares Held
2.47MCall Options Held
0Put Options Held
0-
Adviser Investments LLC535KShares$61.9 Million0.79% of portfolio
-
Armbruster Capital Management, Inc.421KShares$48.7 Million10.14% of portfolio
-
Anderson Hoagland & CO267KShares$31 Million3.4% of portfolio
-
Sterling Manor Financial, LLC110KShares$12.8 Million9.58% of portfolio
-
Sequoia Financial Advisors, LLC84KShares$9.73 Million0.09% of portfolio