Motive Wealth Advisors Vanguard Wellington Fd U S Val Transaction History
Motive Wealth Advisors
- $185 Million
- Q4 2024
A detailed history of Motive Wealth Advisors transactions in Vanguard Wellington Fd U S Val stock. As of the latest transaction made, Motive Wealth Advisors holds 2,200 shares of VFVA stock, worth $268,598. This represents 0.14% of its overall portfolio holdings.
Number of Shares
2,200
Previous 2,200
-0.0%
Holding current value
$268,598
Previous $265,000
1.89%
% of portfolio
0.14%
Previous 0.15%
Shares
1 transactions
Others Institutions Holding VFVA
# of Institutions
98Shares Held
2.47MCall Options Held
0Put Options Held
0-
Adviser Investments LLC535KShares$65.3 Million0.79% of portfolio
-
Armbruster Capital Management, Inc.421KShares$51.4 Million10.14% of portfolio
-
Anderson Hoagland & CO267KShares$32.6 Million3.4% of portfolio
-
Sterling Manor Financial, LLC110KShares$13.5 Million9.58% of portfolio
-
Sequoia Financial Advisors, LLC84KShares$10.3 Million0.09% of portfolio