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December 30, 2023
O Connor Financial Group LLC cut its holdings in shares of Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 2.0% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 13,106 shares of the company’s stock after selling 270 shares during the period. […]
September 22, 2023
Evolution Advisers Inc. lifted its stake in Elevance Health, Inc. (NYSE:ELV – Free Report) by 148.4% during the second quarter, Holdings Channel reports. The fund owned 380 shares of the company’s stock after acquiring an additional 227 shares during the quarter. Evolution Advisers Inc.’s holdings in Elevance Health were worth $168,000 as of its most […]
August 3, 2023
Evolution Advisers Inc. cut its stake in Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) by 26.4% in the first quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 4,877 shares of the company’s stock after selling 1,752 shares during the quarter. Evolution Advisers Inc.’s holdings in […]
August 3, 2023
Evolution Advisers Inc. raised its stake in shares of Vanguard Growth ETF (NYSEARCA:VUG – Free Report) by 2.9% in the first quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 74,422 shares of the company’s stock after buying an additional 2,081 shares during the quarter. Vanguard Growth […]
August 3, 2023
Evolution Advisers Inc. trimmed its stake in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX – Free Report) by 11.9% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 21,599 shares of the company’s stock after selling 2,912 shares during the period. Schwab US Large-Cap […]
August 3, 2023
Evolution Advisers Inc. lifted its stake in shares of Vanguard Mortgage-Backed Securities ETF (NASDAQ:VMBS – Free Report) by 5.1% in the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 157,289 shares of the exchange traded fund’s stock after purchasing an additional 7,580 […]
August 3, 2023
Evolution Advisers Inc. raised its position in shares of Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 3.5% in the 1st quarter, according to the company in its most recent disclosure with the SEC. The fund owned 482,360 shares of the company’s stock after buying an additional 16,155 shares during the quarter. Vanguard […]
June 27, 2023
Gradient Capital Advisors LLC lessened its position in shares of Schwab U.S. REIT ETF (NYSEARCA:SCHH – Get Rating) by 5.6% in the 1st quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 56,862 shares of the company’s stock after selling 3,348 shares during the quarter. Gradient Capital Advisors […]
June 19, 2023
Procyon Advisors LLC grew its position in Schwab U.S. REIT ETF (NYSEARCA:SCHH – Get Rating) by 1.0% during the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 77,495 shares of the company’s stock after acquiring an additional 753 shares during the period. […]
June 15, 2023
Northwestern Mutual Wealth Management Co. boosted its stake in Schwab U.S. REIT ETF (NYSEARCA:SCHH – Get Rating) by 156.6% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 4,383,755 shares of the company’s stock after buying an additional 2,675,540 shares during the […]