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September 28, 2023
Benchmark Wealth Management LLC cut its holdings in shares of Vanguard Dividend Appreciation ETF (NYSEARCA:VIG – Free Report) by 13.4% during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 41,767 shares of the company’s stock after selling 6,443 shares during the […]
September 27, 2023
Zhang Financial LLC grew its stake in shares of Invesco QQQ (NASDAQ:QQQ – Free Report) by 9.7% during the 2nd quarter, HoldingsChannel reports. The institutional investor owned 9,860 shares of the exchange traded fund’s stock after purchasing an additional 875 shares during the quarter. Zhang Financial LLC’s holdings in Invesco QQQ were worth $3,640,000 at […]
September 26, 2023
Wealth Effects LLC boosted its stake in shares of Vanguard Dividend Appreciation ETF (NYSEARCA:VIG – Free Report) by 18.1% during the second quarter, according to its most recent Form 13F filing with the SEC. The fund owned 2,226 shares of the company’s stock after buying an additional 341 shares during the period. Wealth Effects LLC’s […]
September 26, 2023
Wealth Effects LLC increased its stake in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 10.6% in the second quarter, Holdings Channel reports. The firm owned 3,160 shares of the company’s stock after buying an additional 303 shares during the quarter. Wealth Effects LLC’s holdings in Vanguard S&P 500 ETF were worth […]
September 26, 2023
Wealth Effects LLC lifted its holdings in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 10.6% in the 2nd quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 3,160 shares of the company’s stock after purchasing an additional 303 shares during the quarter. Wealth Effects LLC’s […]
September 26, 2023
Wealth Effects LLC increased its stake in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 2.0% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 26,366 shares of the company’s stock after buying an additional 519 shares during […]
September 26, 2023
Wealth Effects LLC grew its holdings in Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 2.0% in the second quarter, Holdings Channel reports. The firm owned 26,366 shares of the company’s stock after buying an additional 519 shares during the quarter. Vanguard Total Stock Market ETF accounts for about 2.6% of Wealth Effects […]
September 26, 2023
Wealth Effects LLC grew its stake in shares of The Boeing Company (NYSE:BA – Free Report) by 3.1% in the second quarter, according to its most recent filing with the SEC. The fund owned 7,930 shares of the aircraft producer’s stock after acquiring an additional 242 shares during the period. Boeing comprises about 0.7% of […]
September 26, 2023
Wealth Effects LLC lifted its stake in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD – Free Report) by 21.5% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 3,570 shares of the company’s stock after buying an additional 632 shares during the quarter. […]
September 26, 2023
Wealth Effects LLC boosted its position in CVS Health Co. (NYSE:CVS – Free Report) by 2.2% in the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 19,152 shares of the pharmacy operator’s stock after purchasing an additional 410 shares during the […]