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April 11, 2023
GenTrust LLC raised its position in shares of Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB – Get Rating) by 214.3% in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 15,529 shares of the company’s stock after buying an additional 10,588 shares during the period. GenTrust LLC’s […]
April 10, 2023
Evolution Advisers Inc. cut its holdings in HCA Healthcare, Inc. (NYSE:HCA – Get Rating) by 47.6% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 165 shares of the company’s stock after selling 150 shares during the quarter. Evolution Advisers Inc.’s holdings in […]
April 10, 2023
Evolution Advisers Inc. boosted its holdings in Vanguard Intermediate-Term Bond ETF (NYSEARCA:BIV – Get Rating) by 4.6% during the 4th quarter, according to its most recent disclosure with the SEC. The firm owned 58,150 shares of the company’s stock after buying an additional 2,535 shares during the period. Vanguard Intermediate-Term Bond ETF makes up about […]
April 10, 2023
Evolution Advisers Inc. lifted its holdings in shares of Schwab Emerging Markets Equity ETF (NYSEARCA:SCHE – Get Rating) by 122.0% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 7,198 shares of the company’s stock after purchasing an additional 3,956 shares during the […]
April 10, 2023
Evolution Advisers Inc. boosted its position in shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA – Get Rating) by 59.3% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 1,908 shares of the company’s stock after buying an additional 710 shares during the quarter. Evolution Advisers […]
April 10, 2023
Evolution Advisers Inc. raised its position in Vanguard Short-Term Bond ETF (NYSEARCA:BSV – Get Rating) by 3.7% during the fourth quarter, according to its most recent filing with the SEC. The firm owned 144,457 shares of the company’s stock after purchasing an additional 5,131 shares during the period. Vanguard Short-Term Bond ETF accounts for approximately […]
April 10, 2023
Evolution Advisers Inc. boosted its position in shares of Vanguard Small-Cap ETF (NYSEARCA:VB – Get Rating) by 5.7% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 27,585 shares of the company’s stock after purchasing an additional 1,483 shares during the period. Vanguard Small-Cap […]
April 10, 2023
Evolution Advisers Inc. bought a new position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Get Rating) during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm bought 7,812 shares of the company’s stock, valued at approximately $356,000. Schwab U.S. Aggregate Bond ETF comprises […]
April 10, 2023
Evolution Advisers Inc. decreased its stake in Mastercard Incorporated (NYSE:MA – Get Rating) by 42.3% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 205 shares of the credit services provider’s stock after selling 150 shares during the period. Evolution Advisers […]
April 10, 2023
Evolution Advisers Inc. lifted its holdings in shares of Vanguard Value ETF (NYSEARCA:VTV – Get Rating) by 2.4% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 121,361 shares of the company’s stock after acquiring an additional 2,887 shares during the quarter. Vanguard Value ETF […]