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 $50,944. This represents 0.02% of its overall portfolio holdings.
Number of Shares
425
Previous 425
-0.0%
Holding current value
$50,944
Previous $51.2 Million
1.79%
% of portfolio
0.02%
Previous 0.02%
Shares
1 transactions
Others Institutions Holding VFVA
# of Institutions
98Shares Held
2.47MCall Options Held
0Put Options Held
0-
Adviser Investments LLC535KShares$64.1 Million0.79% of portfolio
-
Armbruster Capital Management, Inc.421KShares$50.4 Million10.14% of portfolio
-
Anderson Hoagland & CO267KShares$32.1 Million3.4% of portfolio
-
Sterling Manor Financial, LLC110KShares$13.2 Million9.58% of portfolio
-
Sequoia Financial Advisors, LLC84KShares$10.1 Million0.09% of portfolio