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ProVise Management Group LLC raised its stake in shares of Vanguard Total Bond Market ETF (NASDAQ:BND – Free Report) by 34.5% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 11,425 shares of the company’s stock after buying an […]
Leo H. Evart Inc. lessened its stake in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD – Free Report) by 7.5% in the first quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 132,871 shares of the company’s stock after selling 10,704 shares during the quarter. […]
Leo H. Evart Inc. trimmed its stake in shares of Vanguard Mid-Cap ETF (NYSEARCA:VO – Free Report) by 7.3% during the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 7,923 shares of the company’s stock after selling 621 shares during the […]
Leo H. Evart Inc. cut its stake in Schwab US Small-Cap ETF (NYSEARCA:SCHA – Free Report) by 8.7% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 34,674 shares of the company’s stock after selling 3,288 shares during the quarter. Schwab US […]