Sterling Manor Financial, LLC Vanguard Wellington Fd U S Val Transaction History
Sterling Manor Financial, LLC
- $127 Million
- Q2 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 114,855 shares of VFVA stock, worth $13.7 Million. This represents 10.22% of its overall portfolio holdings.
Number of Shares
114,855
Previous 129,483
11.3%
Holding current value
$13.7 Million
Previous $15.5 Million
15.96%
% of portfolio
10.22%
Previous 11.95%
Shares
2 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
-
Milestone Advisory Partners71.3KShares$8.51 Million5.95% of portfolio