Sovereign Financial Group, Inc. Vanguard Wellington Fd U S Val Transaction History
Sovereign Financial Group, Inc.
- $425 Million
- Q1 2025
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 12,988 shares of VFVA stock, worth $1.59 Million. This represents 0.35% of its overall portfolio holdings.
Number of Shares
12,988
Previous 12,931
0.44%
Holding current value
$1.59 Million
Previous $1.53 Million
3.53%
% of portfolio
0.35%
Previous 0.36%
Shares
16 transactions
Others Institutions Holding VFVA
# of Institutions
103Shares Held
2.59MCall Options Held
0Put Options Held
0-
Adviser Investments LLC510KShares$62.3 Million0.74% of portfolio
-
Armbruster Capital Management, Inc.423KShares$51.7 Million9.12% of portfolio
-
Anderson Hoagland & CO264KShares$32.2 Million3.03% of portfolio
-
Equitable Holdings, Inc. New York, NY111KShares$13.6 Million0.13% of portfolio
-
Sequoia Financial Advisors, LLC89.5KShares$10.9 Million0.09% of portfolio