Titus Wealth Management Vanguard Wellington Fd U S Val Transaction History
Titus Wealth Management
- $200 Million
- Q2 2022
A detailed history of Titus Wealth Management transactions in Vanguard Wellington Fd U S Val stock. As of the latest transaction made, Titus Wealth Management holds 5,630 shares of VFVA stock, worth $701,103. This represents 0.26% of its overall portfolio holdings.
Number of Shares
5,630
Previous 5,630
-0.0%
Holding current value
$701,103
Previous $601,000
14.48%
% of portfolio
0.26%
Previous 0.27%
Shares
1 transactions
Others Institutions Holding VFVA
# of Institutions
89Shares Held
2.31MCall Options Held
0Put Options Held
0-
Adviser Investments LLC600KShares$74.8 Million0.91% of portfolio
-
Armbruster Capital Management, Inc.417KShares$51.9 Million10.05% of portfolio
-
Anderson Hoagland & CO265KShares$33 Million3.31% of portfolio
-
Sterling Manor Financial, LLC113KShares$14.1 Million9.69% of portfolio
-
Milestone Advisory Partners71.3KShares$8.87 Million5.95% of portfolio