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Prosperity Planning Inc. Purchases 1,998 Shares of Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA)

Prosperity Planning Inc. lifted its stake in Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 8.7% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 24,986 shares of the company’s stock after acquiring an additional 1,998 shares during the […]

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Fusion-family-wealth
Tectonic-advisors
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Birchcreek-wealth-management
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Arbor-investment-advisors
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Prosperity-planning
Free-report
Wealth-advisors

Van ECK Associates Corp Has $24.07 Million Stock Holdings in Vanguard S&P 500 ETF (NYSEARCA:VOO)

Van ECK Associates Corp lessened its position in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 11.4% during the 4th quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 55,104 shares of the company’s stock after selling 7,056 shares during the period. Van ECK Associates Corp’s holdings in […]

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Tectonic-advisors
Fintrust-capital-advisors
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Fusion-family-wealth
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Smith-wealth-management
Trust-capital-advisors
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Essex Financial Services Inc. Has $3.81 Million Position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Essex Financial Services Inc. lessened its stake in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 0.9% in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 35,158 shares of the exchange traded fund’s stock after selling 312 shares during the period. […]

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Essex-financial-services-inc
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Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA) Shares Sold by Brandywine Oak Private Wealth LLC

Brandywine Oak Private Wealth LLC cut its holdings in shares of Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 4.5% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 103,830 shares of the company’s stock after selling 4,875 shares during […]

Birchcreek-wealth-management
Fusion-family-wealth
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Kingswood-wealth-advisors
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Vanguard-developed-markets-index-fund
Brandywine-oak-private-wealth
Arbor-investment-advisors
Tectonic-advisors
Free-report
Oak-private-wealth

iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) Shares Sold by Riverpoint Wealth Management Holdings LLC

Riverpoint Wealth Management Holdings LLC trimmed its holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 29.0% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 8,295 shares of the exchange traded fund’s stock after selling 3,396 shares during […]

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Zhang-financial
Index-fund
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Lowe-brockenbrough-co
Stockman-wealth-management-inc
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Free-report
Wealth-management-holdings

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