Private Trust CO Na Vanguard Wellington Fd U S Val Transaction History
Private Trust CO Na
- $938 Million
- Q1 2025
A detailed history of Private Trust CO Na transactions in Vanguard Wellington Fd U S Val stock. As of the latest transaction made, Private Trust CO Na holds 150 shares of VFVA stock, worth $18,358. This represents 0.0% of its overall portfolio holdings.
Number of Shares
150
Previous 150
-0.0%
Holding current value
$18,358
Previous $17,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding VFVA
# of Institutions
104Shares Held
2.6MCall Options Held
0Put Options Held
0-
Adviser Investments LLC510KShares$62.4 Million0.74% of portfolio
-
Armbruster Capital Management, Inc.424KShares$51.9 Million9.65% of portfolio
-
Anderson Hoagland & CO264KShares$32.3 Million3.03% of portfolio
-
Equitable Holdings, Inc. New York, NY111KShares$13.6 Million0.13% of portfolio
-
Sequoia Financial Advisors, LLC89.5KShares$11 Million0.09% of portfolio