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Vanguard High Dividend Yield ETF (NYSEARCA:VYM) Shares Acquired by Western Pacific Wealth Management LP

Western Pacific Wealth Management LP boosted its position in Vanguard High Dividend Yield ETF (NYSEARCA:VYM – Free Report) by 0.7% in the 4th quarter, according to its most recent filing with the SEC. The fund owned 41,325 shares of the company’s stock after purchasing an additional 270 shares during the period. Vanguard High Dividend Yield […]

Kingsview Wealth Management LLC Has $1 81 Million Stock Holdings in Vanguard High Dividend Yield ETF (NYSEARCA:VYM)

Kingsview Wealth Management LLC cut its position in Vanguard High Dividend Yield ETF (NYSEARCA:VYM – Free Report) by 20.1% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The firm owned 16,165 shares of the company’s stock after selling 4,065 shares during the period. Kingsview Wealth Management LLC’s […]

First Trust Direct Indexing L P Makes New Investment in Everest Group, Ltd (NYSE:EG)

First Trust Direct Indexing L.P. acquired a new stake in Everest Group, Ltd. (NYSE:EG – Free Report) in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm acquired 2,948 shares of the company’s stock, valued at approximately $1,042,000. Several other institutional investors have also modified their holdings […]

Wilbanks Smith & Thomas Asset Management LLC Sells 10,269 Shares of Exxon Mobil Co (NYSE:XOM)

Wilbanks Smith & Thomas Asset Management LLC Sells 10,269 Shares of Exxon Mobil Co (NYSE:XOM)
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Robertson Stephens Wealth Management LLC Increases Stake in Exxon Mobil Co (NYSE:XOM)

Robertson Stephens Wealth Management LLC raised its holdings in shares of Exxon Mobil Co. (NYSE:XOM – Free Report) by 1.2% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 30,070 shares of the oil and gas company’s stock after buying an additional […]

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