Private Trust CO Na Vanguard Wellington Fd U S Val Transaction History
Private Trust CO Na
- $944 Million
- Q4 2024
A detailed history of Private Trust CO Na transactions in Vanguard Wellington Fd U S Val stock. As of the latest transaction made, Private Trust CO Na holds 150 shares of VFVA stock, worth $17,901. This represents 0.0% of its overall portfolio holdings.
Number of Shares
150
Previous 150
-0.0%
Holding current value
$17,901
Previous $18,000
5.56%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding VFVA
# of Institutions
99Shares Held
2.47MCall Options Held
0Put Options Held
0-
Adviser Investments LLC535KShares$63.8 Million0.79% of portfolio
-
Armbruster Capital Management, Inc.421KShares$50.2 Million10.14% of portfolio
-
Anderson Hoagland & CO267KShares$31.9 Million3.4% of portfolio
-
Sterling Manor Financial, LLC110KShares$13.2 Million9.58% of portfolio
-
Sequoia Financial Advisors, LLC84KShares$10 Million0.09% of portfolio