Pensionmark Financial Group, LLC Vanguard Wellington Fd U S Val Transaction History
Pensionmark Financial Group, LLC
- $3.09 Billion
- Q3 2024
A detailed history of Pensionmark Financial Group, LLC transactions in Vanguard Wellington Fd U S Val stock. As of the latest transaction made, Pensionmark Financial Group, LLC holds 1,822 shares of VFVA stock, worth $225,363. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,822
Previous 1,822
-0.0%
Holding current value
$225,363
Previous $219,000
-0.0%
% of portfolio
0.01%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding VFVA
# of Institutions
89Shares Held
2.34MCall Options Held
0Put Options Held
0-
Adviser Investments LLC600KShares$74.3 Million0.91% of portfolio
-
Armbruster Capital Management, Inc.421KShares$52 Million10.14% of portfolio
-
Anderson Hoagland & CO267KShares$33.1 Million3.4% of portfolio
-
Sterling Manor Financial, LLC110KShares$13.6 Million9.58% of portfolio
-
Milestone Advisory Partners71.3KShares$8.81 Million5.95% of portfolio