Sterling Manor Financial, LLC Vanguard Wellington Fd U S Val Transaction History
Sterling Manor Financial, LLC
- $136 Million
- Q4 2024
A detailed history of Sterling Manor Financial, LLC transactions in Vanguard Wellington Fd U S Val stock. As of the latest transaction made, Sterling Manor Financial, LLC holds 110,330 shares of VFVA stock, worth $13.2 Million. This represents 9.58% of its overall portfolio holdings.
Number of Shares
110,330
Previous 113,025
2.38%
Holding current value
$13.2 Million
Previous $13.6 Million
4.14%
% of portfolio
9.58%
Previous 9.69%
Shares
4 transactions
Others Institutions Holding VFVA
# of Institutions
99Shares Held
2.47MCall Options Held
0Put Options Held
0-
Adviser Investments LLC535KShares$63.8 Million0.79% of portfolio
-
Armbruster Capital Management, Inc.421KShares$50.2 Million10.14% of portfolio
-
Anderson Hoagland & CO267KShares$31.9 Million3.4% of portfolio
-
Sequoia Financial Advisors, LLC84KShares$10 Million0.09% of portfolio
-
Milestone Advisory Partners71.3KShares$8.5 Million5.95% of portfolio