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 $628,195. This represents 0.26% of its overall portfolio holdings.
Number of Shares
5,630
Previous 5,630
-0.0%
Holding current value
$628,195
Previous $601,000
14.48%
% of portfolio
0.26%
Previous 0.27%
Shares
1 transactions
Others Institutions Holding VFVA
# of Institutions
90Shares Held
2.51MCall Options Held
0Put Options Held
0-
Adviser Investments LLC615KShares$68.6 Million0.99% of portfolio
-
Armbruster Capital Management, Inc.429KShares$47.8 Million10.89% of portfolio
-
Anderson Hoagland & CO260KShares$29 Million3.47% of portfolio
-
Symmetry Partners, LLC177KShares$19.7 Million1.65% of portfolio
-
Sterling Manor Financial, LLC129KShares$14.4 Million11.95% of portfolio