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May 22, 2024
EverSource Wealth Advisors LLC lifted its position in shares of Vanguard Short-Term Treasury Index ETF (NASDAQ:VGSH – Free Report) by 36.3% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 29,652 shares of the company’s stock after purchasing an additional 7,895 shares during […]
May 21, 2024
Wealth Dimensions Group Ltd. lowered its holdings in shares of Oracle Co. (NYSE:ORCL – Free Report) by 14.3% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 4,789 shares of the enterprise software provider’s stock after selling 798 shares during the quarter. Wealth Dimensions […]
May 21, 2024
Wealth Dimensions Group Ltd. trimmed its holdings in shares of Vanguard Short-Term Bond ETF (NYSEARCA:BSV – Free Report) by 2.6% in the fourth quarter, Holdings Channel reports. The institutional investor owned 231,362 shares of the company’s stock after selling 6,153 shares during the period. Vanguard Short-Term Bond ETF makes up 5.6% of Wealth Dimensions Group […]
May 21, 2024
Wealth Dimensions Group Ltd. cut its holdings in shares of 3M (NYSE:MMM – Free Report) by 5.8% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 3,126 shares of the conglomerate’s stock after selling 194 shares during the period. Wealth Dimensions […]
May 21, 2024
Wealth Dimensions Group Ltd. decreased its position in shares of The TJX Companies, Inc. (NYSE:TJX – Free Report) by 3.8% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 2,903 shares of the apparel and home fashions retailer’s stock after […]
May 21, 2024
Wealth Dimensions Group Ltd. increased its stake in shares of Dimensional Emerging Core Equity Market ETF (NYSEARCA:DFAE – Free Report) by 16.3% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 252,425 shares of the company’s stock after purchasing an […]
May 21, 2024
Wealth Dimensions Group Ltd. cut its holdings in shares of Eli Lilly and Company (NYSE:LLY – Free Report) by 14.7% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 2,982 shares of the company’s stock after selling 512 shares during the quarter. Wealth Dimensions Group […]
May 21, 2024
Wealth Dimensions Group Ltd. trimmed its stake in shares of Vanguard Dividend Appreciation ETF (NYSEARCA:VIG – Free Report) by 37.7% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 3,196 shares of the company’s stock after selling 1,931 shares during the quarter. Wealth Dimensions […]
May 21, 2024
Wealth Dimensions Group Ltd. trimmed its position in shares of iShares Russell 1000 Growth ETF (NYSEARCA:IWF – Free Report) by 4.7% in the 4th quarter, Holdings Channel reports. The institutional investor owned 9,526 shares of the exchange traded fund’s stock after selling 465 shares during the period. iShares Russell 1000 Growth ETF accounts for approximately […]
May 21, 2024
Wealth Dimensions Group Ltd. trimmed its position in shares of Merck & Co., Inc. (NYSE:MRK – Free Report) by 4.0% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 16,873 shares of the company’s stock after selling 709 shares during the quarter. Wealth Dimensions […]