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Roundview Capital LLC Sells 50,908 Shares of Vanguard Short-Term Corporate Bond ETF (NASDAQ:VCSH)

Roundview Capital LLC lowered its position in shares of Vanguard Short-Term Corporate Bond ETF (NASDAQ:VCSH – Free Report) by 27.3% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 135,348 shares of the company’s stock after selling 50,908 shares during the period. […]

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Investment-advisors
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Stifel-financial-corp
Wealth-management-trust
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Short-term-corporate-bond
Financial-corp
Madden-advisory-services

Vanguard Short-Term Corporate Bond ETF (NASDAQ:VCSH) Stock Holdings Trimmed by Fiduciary Trust Co

Vanguard Short-Term Corporate Bond ETF (NASDAQ:VCSH) Stock Holdings Trimmed by Fiduciary Trust Co
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Madden-advisory-services-inc
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Advisory-services

Focus Financial Network Inc. ADV Makes New Investment in Schwab US Small-Cap ETF (NYSEARCA:SCHA)

Focus Financial Network Inc. ADV acquired a new position in shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA – Free Report) in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 213,841 shares of the company’s stock, valued at approximately $10,102,000. Focus Financial Network Inc. […]

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Sculati-wealth-management
Financial-network-inc
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Pine-valley-investments-ltd-liability-co
Stifel-financial-corp
Focus-financial-network
Free-report
Financial-network
Financial-corp
Wealth-management

Fortress Wealth Management Inc. Has $4.86 Million Holdings in iShares Core MSCI EAFE ETF (BATS:IEFA)

Fortress Wealth Management Inc. decreased its position in shares of iShares Core MSCI EAFE ETF (BATS:IEFA – Free Report) by 0.7% in the fourth quarter, Holdings Channel reports. The fund owned 69,053 shares of the company’s stock after selling 452 shares during the period. iShares Core MSCI EAFE ETF accounts for 2.6% of Fortress Wealth […]

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America
Investment-advisors
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Stifel-financial-corp
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Blackrock
Madden-advisory-services-inc

Madden Advisory Services Inc. Raises Stock Holdings in abrdn Physical Gold Shares ETF (NYSEARCA:SGOL)

Madden Advisory Services Inc. grew its holdings in abrdn Physical Gold Shares ETF (NYSEARCA:SGOL – Free Report) by 4.3% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 22,756 shares of the company’s stock after buying an additional 930 shares during the quarter. […]

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Madden-advisory-services
Physical-gold-shares
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