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Fonville Wealth Management LLC Purchases New Shares in Dimensional US Large Cap Value ETF (NYSEARCA:DFLV)

Fonville Wealth Management LLC purchased a new stake in shares of Dimensional US Large Cap Value ETF (NYSEARCA:DFLV – Free Report) in the fourth quarter, according to its most recent disclosure with the SEC. The firm purchased 7,450 shares of the company’s stock, valued at approximately $202,000. Other large investors have also recently added to […] ....

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Fonville Wealth Management LLC Buys New Shares in Costco Wholesale Co. (NASDAQ:COST)

Fonville Wealth Management LLC purchased a new stake in Costco Wholesale Co. (NASDAQ:COST – Free Report) in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm purchased 425 shares of the retailer’s stock, valued at approximately $281,000. Other large investors have also recently added […] ....

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Sterling Financial Planning Inc. Has $2.03 Million Stock Holdings in Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA)

Sterling Financial Planning Inc. trimmed its position in Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 4.9% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 42,366 shares of the company’s stock after selling 2,183 shares during the period. Sterling Financial […] ....

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First National Bank & Trust Co. of Newtown Sells 27,247 Shares of Vanguard Short-Term Corporate Bond ETF (NASDAQ:VCSH)

First National Bank & Trust Co. of Newtown reduced its stake in Vanguard Short-Term Corporate Bond ETF (NASDAQ:VCSH – Free Report) by 4.1% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 643,177 shares of the company’s stock after selling 27,247 […] ....

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Wheelhouse Advisory Group LLC Purchases Shares of 19,388 Vanguard Intermediate-Term Bond ETF (NYSEARCA:BIV)

Wheelhouse Advisory Group LLC acquired a new position in shares of Vanguard Intermediate-Term Bond ETF (NYSEARCA:BIV – Free Report) in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor acquired 19,388 shares of the company’s stock, valued at approximately $1,481,000. Vanguard Intermediate-Term Bond ETF comprises […] ....

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