Titus Wealth Management Vanguard Wellington Fd U S Val Transaction History
Titus Wealth Management
- $200 Million
- Q2 2022
A detailed history of Titus Wealth Management transactions in Vanguard Wellington Fd U S Val stock. As of the latest transaction made, Titus Wealth Management holds 5,630 shares of VFVA stock, worth $687,535. This represents 0.26% of its overall portfolio holdings.
Number of Shares
5,630
Previous 5,630
-0.0%
Holding current value
$687,535
Previous $601,000
14.48%
% of portfolio
0.26%
Previous 0.27%
Shares
1 transactions
Others Institutions Holding VFVA
# of Institutions
89Shares Held
2.34MCall Options Held
0Put Options Held
0-
Adviser Investments LLC600KShares$73.3 Million0.91% of portfolio
-
Armbruster Capital Management, Inc.421KShares$51.4 Million10.14% of portfolio
-
Anderson Hoagland & CO267KShares$32.7 Million3.4% of portfolio
-
Sterling Manor Financial, LLC110KShares$13.5 Million9.58% of portfolio
-
Milestone Advisory Partners71.3KShares$8.7 Million5.95% of portfolio