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Heritage Financial Services LLC Purchases 2,749 Shares of Vanguard S&P 500 ETF (NYSEARCA:VOO)

Heritage Financial Services LLC grew its position in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 289.1% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 3,700 shares of the company’s stock after purchasing an additional 2,749 shares during the quarter. Vanguard S&P […]
United States Financial Services Index Fund The Element Wealth Blume Capital Management Inc Heritage Financial Services

ODonnell Financial Services LLC Purchases Shares of 807 Vanguard S&P 500 ETF (NYSEARCA:VOO)

ODonnell Financial Services LLC purchased a new stake in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund purchased 807 shares of the company’s stock, valued at approximately $352,000. Vanguard S&P 500 ETF comprises approximately […]
United States Financial Services Life Planning Partners Inc Odonnell Financial Services Index Fund The Exchange Commission
Source: wkrb13.com

ODonnell Financial Services LLC Purchases Shares of 807 Vanguard S&P 500 ETF (NYSEARCA:VOO)

ODonnell Financial Services LLC purchased a new stake in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund purchased 807 shares of the company’s stock, valued at approximately $352,000. Vanguard S&P 500 ETF comprises approximately […]
United States Life Planning Partners Inc Element Wealth Index Fund The Odonnell Financial Services Financial Services

Vanguard Mid-Cap Value ETF (NYSEARCA:VOE) Holdings Boosted by Total Wealth Planning LLC

Total Wealth Planning LLC lifted its position in shares of Vanguard Mid-Cap Value ETF (NYSEARCA:VOE – Free Report) by 6.0% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 150,846 shares of the company’s stock after buying an additional 8,479 shares […]
Exchange Commission Stuart Chaussee Associates Inc Cap Value Index Fund Company Profile Headlands Technologies Keener Financial Planning

IAG Wealth Partners LLC Acquires 122 Shares of Vanguard S&P 500 ETF (NYSEARCA:VOO)

IAG Wealth Partners LLC lifted its holdings in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 15.5% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 908 shares of the company’s stock after purchasing an additional 122 shares during the quarter. […]
United States Blume Capital Management Inc Life Planning Partners Inc Iag Wealth Partners Element Wealth Exchange Traded Fund
Source: wkrb13.com

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MGO Private Wealth LLC Has $2.41 Million Stock Holdings in iShares Core MSCI Europe ETF (NYSEARCA:IEUR)

MGO Private Wealth LLC cut its holdings in iShares Core MSCI Europe ETF (NYSEARCA:IEUR – Free Report) by 19.2% in the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 43,750 shares of the company’s stock after selling 10,420 shares during the quarter. iShares Core MSCI Europe ETF comprises […]
Element Wealth Soltis Investment Advisors Mgo Private Wealth Capital Wealth Alliance Raymond James Trust Shares Core

IAG Wealth Partners LLC Acquires 122 Shares of Vanguard S&P 500 ETF (NYSEARCA:VOO)

IAG Wealth Partners LLC lifted its holdings in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 15.5% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 908 shares of the company’s stock after purchasing an additional 122 shares during the quarter. […]
United States Element Wealth Iag Wealth Partners Life Planning Partners Inc Blume Capital Management Inc Index Fund The

Alesco Advisors LLC Cuts Position in iShares 3-7 Year Treasury Bond ETF (NASDAQ:IEI)

Alesco Advisors LLC lessened its holdings in iShares 3-7 Year Treasury Bond ETF (NASDAQ:IEI – Free Report) by 2.2% during the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 5,375 shares of the company’s stock after selling 121 shares during the period. Alesco Advisors LLC’s […]
Securities Exchange Commission Members Trust Co Fortune Financial Advisors Element Wealth Asset Management Argent Advisors Inc

Spinnaker Trust Sells 1,159 Shares of Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO)

Spinnaker Trust lowered its position in shares of Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO – Free Report) by 10.8% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 9,546 shares of the exchange traded fund’s stock after selling 1,159 shares […]
Securities Exchange Commission Highmark Wealth Management Oakworth Capital Inc Element Wealth Spinnaker Trust Free Report
Source: wkrb13.com

Vanguard S&P 500 ETF (NYSEARCA:VOO) Shares Bought by Callan Capital LLC

Callan Capital LLC boosted its stake in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 3.6% during the 4th quarter, according to its most recent filing with the SEC. The firm owned 3,772 shares of the company’s stock after purchasing an additional 130 shares during the period. Callan Capital LLC’s holdings in […]
United States Company Profile Blume Capital Management Inc Callan Capital Exchange Traded Fund Financial Services

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