Rockingstone Advisors LLC Vanguard Wellington Fd U S Val Transaction History
Rockingstone Advisors LLC
- $204 Billion
- Q3 2024
A detailed history of Rockingstone Advisors LLC transactions in Vanguard Wellington Fd U S Val stock. As of the latest transaction made, Rockingstone Advisors LLC holds 11,350 shares of VFVA stock, worth $1.35 Million. This represents 0.67% of its overall portfolio holdings.
Number of Shares
11,350
Previous 11,225
1.11%
Holding current value
$1.35 Million
Previous $1.27 Billion
7.79%
% of portfolio
0.67%
Previous 0.65%
Shares
7 transactions
Others Institutions Holding VFVA
# of Institutions
89Shares Held
2.4MCall Options Held
0Put Options Held
0-
Adviser Investments LLC597KShares$71.2 Million0.9% of portfolio
-
Armbruster Capital Management, Inc.417KShares$49.7 Million10.05% of portfolio
-
Anderson Hoagland & CO265KShares$31.6 Million3.31% of portfolio
-
Sterling Manor Financial, LLC113KShares$13.5 Million9.69% of portfolio
-
Milestone Advisory Partners71.3KShares$8.5 Million5.95% of portfolio