Principal Securities, Inc. Vanguard Wellington Fd U S Val Transaction History
Principal Securities, Inc.
- $4.44 Trillion
- Q4 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 $12,225. This represents 0.0% of its overall portfolio holdings.
Number of Shares
100
Previous 100
-0.0%
Holding current value
$12,225
Previous $12.1 Million
1.79%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding VFVA
# of Institutions
90Shares Held
2.4MCall Options Held
0Put Options Held
0-
Adviser Investments LLC600KShares$73.4 Million0.91% of portfolio
-
Armbruster Capital Management, Inc.421KShares$51.4 Million10.14% of portfolio
-
Anderson Hoagland & CO267KShares$32.7 Million3.4% of portfolio
-
Sterling Manor Financial, LLC110KShares$13.5 Million9.58% of portfolio
-
Milestone Advisory Partners71.3KShares$8.71 Million5.95% of portfolio