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 $15,492. This represents 0.0% of its overall portfolio holdings.
Number of Shares
150
Previous 150
-0.0%
Holding current value
$15,492
Previous $18,000
5.56%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding VFVA
# of Institutions
101Shares Held
2.46MCall Options Held
0Put Options Held
0-
Adviser Investments LLC535KShares$55.2 Million0.79% of portfolio
-
Armbruster Capital Management, Inc.424KShares$43.8 Million9.65% of portfolio
-
Anderson Hoagland & CO260KShares$26.9 Million3.21% of portfolio
-
Sterling Manor Financial, LLC110KShares$11.4 Million9.58% of portfolio
-
Sequoia Financial Advisors, LLC84KShares$8.67 Million0.09% of portfolio