Wealth Enhancement Advisory Services, LLC Vanguard Wellington Fd U S Val Transaction History
Wealth Enhancement Advisory Services, LLC
- $40.3 Billion
- Q2 2024
A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Vanguard Wellington Fd U S Val stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 5,400 shares of VFVA stock, worth $651,564. This represents 0.0% of its overall portfolio holdings.
Number of Shares
5,400
Previous 5,400
-0.0%
Holding current value
$651,564
Previous $644,000
5.28%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding VFVA
# of Institutions
90Shares Held
2.55MCall Options Held
0Put Options Held
0-
Adviser Investments LLC597KShares$72.1 Million0.9% of portfolio
-
Armbruster Capital Management, Inc.427KShares$51.5 Million10.03% of portfolio
-
Anderson Hoagland & CO264KShares$31.8 Million3.22% of portfolio
-
Symmetry Partners, LLC177KShares$21.3 Million1.03% of portfolio
-
Sterling Manor Financial, LLC115KShares$13.9 Million10.22% of portfolio