Rockingstone Advisors LLC Vanguard Wellington Fd U S Val Transaction History
Rockingstone Advisors LLC
- $226 Billion
- Q4 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 7,653 shares of VFVA stock, worth $939,635. This represents 0.4% of its overall portfolio holdings.
Number of Shares
7,653
Previous 11,350
32.57%
Holding current value
$939,635
Previous $1.37 Billion
33.78%
% of portfolio
0.4%
Previous 0.67%
Shares
8 transactions
Others Institutions Holding VFVA
# of Institutions
89Shares Held
2.31MCall Options Held
0Put Options Held
0-
Adviser Investments LLC600KShares$73.7 Million0.91% of portfolio
-
Armbruster Capital Management, Inc.417KShares$51.2 Million10.05% of portfolio
-
Anderson Hoagland & CO267KShares$32.8 Million3.4% of portfolio
-
Sterling Manor Financial, LLC113KShares$13.9 Million9.69% of portfolio
-
Milestone Advisory Partners71.3KShares$8.75 Million5.95% of portfolio