Principal Securities, Inc. Vanguard Wellington Fd U S Val Transaction History
Principal Securities, Inc.
- $3.21 Trillion
- Q1 2024
A detailed history of Principal Securities, Inc. transactions in Vanguard Wellington Fd U S Val stock. As of the latest transaction made, Principal Securities, Inc. holds 100 shares of VFVA stock, worth $11,158. This represents 0.0% of its overall portfolio holdings.
Number of Shares
100
Previous 100
-0.0%
Holding current value
$11,158
Previous $11.3 Million
5.92%
% of portfolio
0.0%
Previous 0.0%
Shares
1 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