True Wealth Design, LLC Vanguard Wellington Fd U S Val Transaction History
True Wealth Design, LLC
- $405 Billion
- Q2 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 $50,753. This represents 0.01% of its overall portfolio holdings.
Number of Shares
425
Previous 425
-0.0%
Holding current value
$50,753
Previous $50.7 Million
5.25%
% of portfolio
0.01%
Previous 0.01%
Shares
1 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
-
Sterling Manor Financial, LLC115KShares$13.7 Million10.22% of portfolio