Sovereign Financial Group, Inc. Vanguard Wellington Fd U S Val Transaction History
Sovereign Financial Group, Inc.
- $426 Million
- Q4 2024
A detailed history of Sovereign Financial Group, Inc. transactions in Vanguard Wellington Fd U S Val stock. As of the latest transaction made, Sovereign Financial Group, Inc. holds 12,931 shares of VFVA stock, worth $1.55 Million. This represents 0.36% of its overall portfolio holdings.
Number of Shares
12,931
Previous 12,849
0.64%
Holding current value
$1.55 Million
Previous $1.55 Million
1.16%
% of portfolio
0.36%
Previous 0.37%
Shares
15 transactions
Others Institutions Holding VFVA
# of Institutions
99Shares Held
2.47MCall Options Held
0Put Options Held
0-
Adviser Investments LLC535KShares$64.1 Million0.79% of portfolio
-
Armbruster Capital Management, Inc.421KShares$50.4 Million10.14% of portfolio
-
Anderson Hoagland & CO267KShares$32.1 Million3.4% of portfolio
-
Sterling Manor Financial, LLC110KShares$13.2 Million9.58% of portfolio
-
Sequoia Financial Advisors, LLC84KShares$10.1 Million0.09% of portfolio