Glassman Wealth Services trimmed its holdings in Vanguard Small-Cap Value ETF (NYSEARCA:VBR – Free Report) by 31.3% in the 1st quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 2,671 shares of the company’s stock after selling 1,218 shares during the period. Glassman Wealth Services’ holdings in […]
Glassman Wealth Services lessened its holdings in BlackRock, Inc. (NYSE:BLK – Free Report) by 26.5% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 531 shares of the asset manager’s stock after selling 191 shares during the period. Glassman Wealth Services’ […]
Glassman Wealth Services reduced its stake in General Electric (NYSE:GE – Free Report) by 4.7% in the first quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 3,130 shares of the conglomerate’s stock after selling 154 shares during the quarter. Glassman Wealth Services’ holdings in General Electric were […]
Glassman Wealth Services trimmed its holdings in The Southern Company (NYSE:SO – Free Report) by 6.8% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 4,745 shares of the utilities provider’s stock after selling 345 shares during the quarter. Glassman […]
Glassman Wealth Services raised its position in shares of Caterpillar Inc. (NYSE:CAT – Free Report) by 11.1% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 1,902 shares of the industrial products company’s stock after acquiring an additional 190 shares during the quarter. Glassman Wealth […]