Vanguard Mid-Cap ETF (NYSEARCA:VO) Shares Acquired by Cornerstone Wealth Management LLC
Cornerstone Wealth Management LLC increased its holdings in shares of Vanguard Mid-Cap ETF (NYSEARCA:VO – Free Report) by 0.4% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 13,468 shares of the company’s stock after purchasing an additional 53 […]
Rockwood Wealth Management LLC Boosts Stake in Vanguard Large-Cap ETF (NYSEARCA:VV)
Rockwood Wealth Management LLC lifted its holdings in Vanguard Large-Cap ETF (NYSEARCA:VV – Free Report) by 19.3% during the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 2,786 shares of the company’s stock after buying an additional 451 shares during the period. Rockwood Wealth Management […]
Rockwood Wealth Management LLC Grows Stock Position in Vanguard S&P 500 ETF (NYSEARCA:VOO)
Rockwood Wealth Management LLC grew its holdings in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 13.5% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 18,187 shares of the company’s stock after purchasing an additional 2,167 shares during the period. […]
Vanguard Small-Cap ETF (NYSEARCA:VB) Shares Bought by Rockwood Wealth Management LLC
Rockwood Wealth Management LLC lifted its holdings in shares of Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) by 5.3% in the 3rd quarter, HoldingsChannel.com reports. The institutional investor owned 5,497 shares of the company’s stock after acquiring an additional 276 shares during the period. Rockwood Wealth Management LLC’s holdings in Vanguard Small-Cap ETF were worth […]
Cornerstone Wealth Management LLC Increases Stock Position in Invesco S&P MidCap Quality ETF (NYSEARCA:XMHQ)
Cornerstone Wealth Management LLC increased its stake in Invesco S&P MidCap Quality ETF (NYSEARCA:XMHQ – Free Report) by 15.2% in the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 71,037 shares of the company’s stock after purchasing an additional 9,387 shares during the quarter. […]
Cornerstone Wealth Management LLC Has $3.38 Million Holdings in Vanguard S&P 500 ETF (NYSEARCA:VOO)
Cornerstone Wealth Management LLC increased its position in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 1.7% during the third quarter, according to its most recent Form 13F filing with the SEC. The fund owned 6,413 shares of the company’s stock after buying an additional 110 shares during the period. Cornerstone Wealth Management LLC’s […]
SeaCrest Wealth Management LLC Boosts Stock Position in Vanguard High Dividend Yield ETF (NYSEARCA:VYM)
SeaCrest Wealth Management LLC boosted its position in Vanguard High Dividend Yield ETF (NYSEARCA:VYM – Free Report) by 43.6% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 5,751 shares of the company’s stock after buying an additional […]
Capstone Wealth Management Group LLC Makes New Investment in Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA)
Capstone Wealth Management Group LLC bought a new position in shares of Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor bought 4,024 shares of the company’s stock, valued at approximately $213,000. […]
Capital Advisors Wealth Management LLC Has $30.56 Million Stake in Vanguard Dividend Appreciation ETF (NYSEARCA:VIG)
Capital Advisors Wealth Management LLC boosted its holdings in Vanguard Dividend Appreciation ETF (NYSEARCA:VIG – Free Report) by 0.5% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 154,295 shares of the company’s stock after buying an additional 695 shares […]
Capstone Wealth Management Group LLC Trims Stock Holdings in Vanguard High Dividend Yield ETF (NYSEARCA:VYM)
Capstone Wealth Management Group LLC cut its holdings in shares of Vanguard High Dividend Yield ETF (NYSEARCA:VYM – Free Report) by 0.3% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 88,145 shares of the company’s stock after selling 232 shares […]
Vanguard Total Stock Market ETF (NYSEARCA:VTI) Stake Raised by SeaCrest Wealth Management LLC
SeaCrest Wealth Management LLC grew its holdings in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 4.2% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 14,575 shares of the company’s stock after purchasing an additional 582 […]
last updated on 17 Oct 22:07