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 $48,322. This represents 0.02% of its overall portfolio holdings.
Number of Shares
425
Previous 425
-0.0%
Holding current value
$48,322
Previous $51.2 Million
1.79%
% of portfolio
0.02%
Previous 0.02%
Shares
1 transactions
Others Institutions Holding VFVA
# of Institutions
100Shares Held
2.46MCall Options Held
0Put Options Held
0-
Adviser Investments LLC535KShares$60.8 Million0.79% of portfolio
-
Armbruster Capital Management, Inc.421KShares$47.8 Million10.14% of portfolio
-
Anderson Hoagland & CO260KShares$29.6 Million3.21% of portfolio
-
Sterling Manor Financial, LLC110KShares$12.5 Million9.58% of portfolio
-
Sequoia Financial Advisors, LLC84KShares$9.55 Million0.09% of portfolio