Sovereign Financial Group, Inc. Vanguard Wellington Fd U S Val Transaction History
Sovereign Financial Group, Inc.
- $396 Million
- Q2 2024
A detailed history of Sovereign Financial Group, Inc. transactions in Vanguard Wellington Fd U S Val stock. As of the latest transaction made, Sovereign Financial Group, Inc. holds 11,863 shares of VFVA stock, worth $1.42 Million. This represents 0.34% of its overall portfolio holdings.
Number of Shares
11,863
Previous 12,009
1.22%
Holding current value
$1.42 Million
Previous $1.43 Million
6.42%
% of portfolio
0.34%
Previous 0.38%
Shares
13 transactions
Others Institutions Holding VFVA
# of Institutions
90Shares Held
2.55MCall Options Held
0Put Options Held
0-
Adviser Investments LLC597KShares$71.3 Million0.9% of portfolio
-
Armbruster Capital Management, Inc.427KShares$51 Million10.03% of portfolio
-
Anderson Hoagland & CO264KShares$31.5 Million3.22% of portfolio
-
Symmetry Partners, LLC177KShares$21.1 Million1.03% of portfolio
-
Sterling Manor Financial, LLC115KShares$13.7 Million10.22% of portfolio