True Wealth Design, LLC Vanguard Wellington Fd U S Val Transaction History
True Wealth Design, LLC
- $258 Billion
- Q4 2024
A detailed history of True Wealth Design, LLC transactions in Vanguard Wellington Fd U S Val stock. As of the latest transaction made, True Wealth Design, LLC holds 425 shares of VFVA stock, worth $45,683. This represents 0.02% of its overall portfolio holdings.
Number of Shares
425
Previous 425
-0.0%
Holding current value
$45,683
Previous $51.2 Million
1.79%
% of portfolio
0.02%
Previous 0.02%
Shares
1 transactions
Others Institutions Holding VFVA
# of Institutions
101Shares Held
2.4MCall Options Held
0Put Options Held
0-
Adviser Investments LLC535KShares$57.5 Million0.79% of portfolio
-
Armbruster Capital Management, Inc.424KShares$45.6 Million9.65% of portfolio
-
Anderson Hoagland & CO260KShares$28 Million3.21% of portfolio
-
Sequoia Financial Advisors, LLC89.5KShares$9.62 Million0.09% of portfolio
-
Sterling Manor Financial, LLC72.1KShares$7.75 Million7.15% of portfolio