Wbh Advisory Inc Vanguard Wellington Fd U S Val Transaction History
Wbh Advisory Inc
- $964 Million
- Q1 2024
A detailed history of Wbh Advisory Inc transactions in Vanguard Wellington Fd U S Val stock. As of the latest transaction made, Wbh Advisory Inc holds 3,167 shares of VFVA stock, worth $353,373. This represents 0.04% of its overall portfolio holdings.
Number of Shares
3,167
Previous 3,151
0.51%
Holding current value
$353,373
Previous $355,000
6.2%
% of portfolio
0.04%
Previous 0.04%
Shares
10 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