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SlateStone Wealth LLC Boosts Stock Position in Automatic Data Processing, Inc (NASDAQ:ADP)

SlateStone Wealth LLC boosted its holdings in Automatic Data Processing, Inc. (NASDAQ:ADP – Free Report) by 7.5% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 23,906 shares of the business services provider’s stock after acquiring an additional 1,676 shares during the quarter. […]

Monument Group Wealth Advisors LLC Invests $1 28 Million in Vanguard Small-Cap Value ETF (NYSEARCA:VBR)

Monument Group Wealth Advisors LLC acquired a new position in Vanguard Small-Cap Value ETF (NYSEARCA:VBR – Free Report) during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 7,118 shares of the company’s stock, valued at approximately $1,281,000. Vanguard Small-Cap Value […]

iShares Core S&P 500 ETF (NYSEARCA:IVV) Shares Bought by Parkside Financial Bank & Trust

iShares Core S&P 500 ETF (NYSEARCA:IVV) Shares Bought by Parkside Financial Bank & Trust
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Monument Group Wealth Advisors LLC Purchases Shares of 5,292 Vanguard Short-Term Bond ETF (NYSEARCA:BSV)

Monument Group Wealth Advisors LLC acquired a new position in Vanguard Short-Term Bond ETF (NYSEARCA:BSV – Free Report) during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund acquired 5,292 shares of the company’s stock, valued at approximately $408,000. Vanguard Short-Term Bond ETF accounts for approximately […]

1,634 Shares in Vanguard Mega Cap ETF (NYSEARCA:MGC) Purchased by Monument Group Wealth Advisors LLC

Monument Group Wealth Advisors LLC acquired a new stake in Vanguard Mega Cap ETF (NYSEARCA:MGC – Free Report) during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 1,634 shares of the company’s stock, valued at approximately $277,000. Other institutional investors and hedge […]

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