Heritage Wealth Management LLC bought a new position in shares of iShares MSCI EAFE ETF (NYSEARCA:EFA – Free Report) in the fourth quarter, according to the company in its most recent filing with the SEC. The institutional investor bought 120,848 shares of the exchange traded fund’s stock, valued at approximately $9,106,000. iShares MSCI EAFE ETF […]
Great Valley Advisor Group Inc. lifted its holdings in shares of Vanguard Small-Cap Growth ETF (NYSEARCA:VBK – Free Report) by 2.8% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 20,288 shares of the company’s stock after purchasing an additional […]
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 […]
Prosperity Planning Inc. lowered its position in shares of iShares MSCI EAFE Value ETF (BATS:EFV – Free Report) by 7.3% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 8,627 shares of the company’s stock after selling 676 shares during the period. Prosperity Planning […]
Prosperity Planning Inc. acquired a new position in Vanguard Real Estate ETF (NYSEARCA:VNQ – Free Report) during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor acquired 3,518 shares of the exchange traded fund’s stock, valued at approximately $311,000. Several other […]