Pensionmark Financial Group, LLC Vanguard Wellington Fd U S Val Transaction History
Pensionmark Financial Group, LLC
- $584 Million
- Q1 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 4,516 shares of VFVA stock, worth $503,895. This represents 0.09% of its overall portfolio holdings.
Number of Shares
4,516
Previous 4,140
9.08%
Holding current value
$503,895
Previous $466,000
15.45%
% of portfolio
0.09%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding VFVA
# of Institutions
90Shares Held
2.51MCall Options Held
0Put Options Held
0-
Adviser Investments LLC615KShares$68.6 Million0.99% of portfolio
-
Armbruster Capital Management, Inc.429KShares$47.8 Million10.89% of portfolio
-
Anderson Hoagland & CO260KShares$29 Million3.47% of portfolio
-
Symmetry Partners, LLC177KShares$19.7 Million1.65% of portfolio
-
Sterling Manor Financial, LLC129KShares$14.4 Million11.95% of portfolio