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Looking at Investment Tools Through an Income Filter

Sound Income Strategies CEO David Scranton describes why growth might not be the only goal of clients nearing retirement. ....

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Washington Trust Bank Increases Stake in Vanguard Total Stock Market ETF (NYSEARCA:VTI)

Washington Trust Bank raised its holdings in Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 2.0% in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 25,271 shares of the company’s stock after buying an additional 495 shares during the period. Washington Trust […] ....

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Moderna, Inc. (NASDAQ:MRNA) Director Noubar Afeyan Sells 15,000 Shares of Stock

Moderna, Inc. (NASDAQ:MRNA – Get Free Report) Director Noubar Afeyan sold 15,000 shares of the business’s stock in a transaction dated Wednesday, June 5th. The stock was sold at an average price of $151.25, for a total value of $2,268,750.00. Following the transaction, the director now directly owns 1,946,931 shares of the company’s stock, valued […] ....

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Oppenheimer & Co. Inc. Boosts Holdings in Vanguard Short-Term Corporate Bond ETF (NASDAQ:VCSH)

Oppenheimer & Co. Inc. raised its holdings in shares of Vanguard Short-Term Corporate Bond ETF (NASDAQ:VCSH – Free Report) by 4.2% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 110,569 shares of the company’s stock after buying an additional 4,422 shares […] ....

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Cetera Advisor Networks LLC Trims Holdings in Vanguard Short-Term Corporate Bond ETF (NASDAQ:VCSH)

Cetera Advisor Networks LLC trimmed its position in Vanguard Short-Term Corporate Bond ETF (NASDAQ:VCSH – Free Report) by 14.0% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 407,383 shares of the company’s stock after selling 66,256 shares during the quarter. Cetera […] ....

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