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Phillips Wealth Planners LLC Has $474,000 Stock Holdings in Target Co (NYSE:TGT)

Phillips Wealth Planners LLC lessened its position in shares of Target Co. (NYSE:TGT – Free Report) by 9.3% during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 3,452 shares of the retailer’s stock after selling 353 shares during the quarter. Phillips Wealth Planners […]

Vanguard Small-Cap ETF (NYSEARCA:VB) Shares Acquired by Somerset Group LLC

Somerset Group LLC boosted its stake in shares of Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) by 2.4% in the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 4,881 shares of the company’s stock after purchasing an additional 113 shares during the quarter. Somerset Group […]

Somerset Group LLC Sells 430 Shares of Costco Wholesale Co (NASDAQ:COST)

Somerset Group LLC lessened its holdings in Costco Wholesale Co. (NASDAQ:COST – Free Report) by 7.7% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 5,169 shares of the retailer’s stock after selling 430 shares during the period. Costco Wholesale comprises 2.3% of […]

Somerset Group LLC Acquires 113 Shares of Vanguard Small-Cap ETF (NYSEARCA:VB)

Somerset Group LLC raised its holdings in shares of Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) by 2.4% during the second quarter, HoldingsChannel reports. The fund owned 4,881 shares of the company’s stock after purchasing an additional 113 shares during the quarter. Somerset Group LLC’s holdings in Vanguard Small-Cap ETF were worth $971,000 as of […]

Somerset Group LLC Acquires 356 Shares of iShares S&P Mid-Cap 400 Growth ETF (NYSEARCA:IJK)

Somerset Group LLC raised its holdings in iShares S&P Mid-Cap 400 Growth ETF (NYSEARCA:IJK – Free Report) by 2.3% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 16,059 shares of the company’s stock after buying an additional 356 shares during the quarter. iShares […]

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