Beta Wealth Group Inc. lowered its holdings in Vanguard International High Dividend Yield ETF (NASDAQ:VYMI – Free Report) by 23.6% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 42,211 shares of the company’s stock after selling 13,051 shares during the period. […]
Beta Wealth Group Inc. boosted its holdings in shares of BlackRock Flexible Income ETF (NYSEARCA:BINC – Free Report) by 2.4% during the 4th quarter, Holdings Channel.com reports. The fund owned 54,487 shares of the company’s stock after purchasing an additional 1,279 shares during the period. BlackRock Flexible Income ETF comprises approximately 1.5% of Beta Wealth […]
Beta Wealth Group Inc. decreased its stake in Vanguard International High Dividend Yield ETF (NASDAQ:VYMI – Free Report) by 23.6% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 42,211 shares of the company’s stock after selling 13,051 shares during the […]
Beta Wealth Group Inc. lifted its stake in Vanguard Long-Term Treasury Index ETF (NASDAQ:VGLT – Free Report) by 152.6% in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 51,713 shares of the company’s stock after buying an additional 31,243 shares during the period. […]
Beta Wealth Group Inc. raised its holdings in shares of JPMorgan Nasdaq Equity Premium Income ETF (NASDAQ:JEPQ – Free Report) by 61.8% in the 4th quarter, according to its most recent 13F filing with the SEC. The fund owned 163,100 shares of the company’s stock after acquiring an additional 62,267 shares during the period. JPMorgan […]