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April 26, 2023
Wrapmanager Inc. lessened its holdings in shares of iShares Floating Rate Bond ETF (BATS:FLOT – Get Rating) by 7.4% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 90,516 shares of the company’s stock after selling 7,273 shares during the period. […]
April 26, 2023
Neumann Capital Management LLC grew its stake in shares of Vanguard Short-Term Bond ETF (NYSEARCA:BSV – Get Rating) by 43.2% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 14,429 shares of the company’s stock after purchasing an additional 4,350 shares during the quarter. Neumann […]
April 26, 2023
Wescott Financial Advisory Group LLC cut its position in Vanguard Short-Term Bond ETF (NYSEARCA:BSV – Get Rating) by 20.3% in the fourth quarter, HoldingsChannel.com reports. The firm owned 63,244 shares of the company’s stock after selling 16,132 shares during the quarter. Vanguard Short-Term Bond ETF comprises about 1.0% of Wescott Financial Advisory Group LLC’s investment […]
April 25, 2023
Cottonwood Capital Advisors LLC cut its stake in First Trust Rising Dividend Achievers ETF (NASDAQ:RDVY – Get Rating) by 2.0% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 152,890 shares of the company’s stock after selling 3,159 shares during the quarter. First Trust […]
April 25, 2023
Petredis Investment Advisors LLC bought a new position in shares of Vanguard Small-Cap ETF (NYSEARCA:VB – Get Rating) in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm bought 41,550 shares of the company’s stock, valued at approximately $7,626,000. Vanguard Small-Cap ETF makes […]
April 24, 2023
Asset Management One Co. Ltd. decreased its holdings in iShares MSCI Canada ETF (NYSEARCA:EWC – Get Rating) by 0.1% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 1,828,229 shares of the exchange traded fund’s stock after selling 963 shares during the […]
April 23, 2023
Ausdal Financial Partners Inc. decreased its position in First Trust Rising Dividend Achievers ETF (NASDAQ:RDVY – Get Rating) by 24.1% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 49,252 shares of the company’s stock after selling 15,636 shares during the […]
April 22, 2023
Sugarloaf Wealth Management LLC lessened its holdings in Vanguard Value ETF (NYSEARCA:VTV – Get Rating) by 33.5% in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 482 shares of the company’s stock after selling 243 shares during the period. Sugarloaf […]
April 21, 2023
Larson Financial Group LLC lifted its position in Vanguard Small-Cap ETF (NYSEARCA:VB – Get Rating) by 10.7% during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 10,570 shares of the company’s stock after buying an additional 1,022 shares during the period. Larson Financial Group LLC’s holdings […]
April 21, 2023
Principle Wealth Partners LLC lowered its position in shares of Vanguard Short-Term Bond ETF (NYSEARCA:BSV – Get Rating) by 12.0% during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 3,333 shares of the company’s stock after selling 456 shares during the quarter. Principle Wealth […]