Page 22 - Wealth Effects News Today

Dearborn Partners LLC reduced its stake in Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 66.2% in the 1st quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 1,085 shares of the company’s stock after selling 2,127 shares during the quarter. Dearborn Partners LLC’s holdings in […]

Wealth Effects LLC acquired a new stake in Vanguard High Dividend Yield ETF (NYSEARCA:VYM – Free Report) in the first quarter, Holdings Channel reports. The institutional investor acquired 2,455 shares of the company’s stock, valued at approximately $259,000. A number of other institutional investors and hedge funds have also added to or reduced their stakes […]

Wealth Effects LLC bought a new position in Schwab US Dividend Equity ETF (NYSEARCA:SCHD – Free Report) in the 1st quarter, according to the company in its most recent 13F filing with the SEC. The firm bought 2,938 shares of the company’s stock, valued at approximately $215,000. A number of other institutional investors and hedge […]

Wealth Effects LLC bought a new stake in Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) during the first quarter, according to its most recent filing with the Securities & Exchange Commission. The firm bought 3,951 shares of the network equipment provider’s stock, valued at approximately $207,000. A number of other hedge funds also recently added […]

Wealth Effects LLC cut its position in The Procter & Gamble Company (NYSE:PG – Free Report) by 1.2% during the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 9,837 shares of the company’s stock after selling 115 shares during the period. Wealth […]

Wealth Effects LLC lifted its holdings in shares of Hydrofarm Holdings Group, Inc. (NASDAQ:HYFM – Free Report) by 92.9% in the first quarter, Holdings Channel.com reports. The fund owned 32,845 shares of the company’s stock after purchasing an additional 15,820 shares during the period. Wealth Effects LLC’s holdings in Hydrofarm Holdings Group were worth $57,000 […]

NEIRG Wealth Management LLC decreased its holdings in iShares Core Dividend Growth ETF (NYSEARCA:DGRO – Free Report) by 3.7% in the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 94,992 shares of the company’s stock after selling 3,621 shares during the period. NEIRG […]

Wealth Effects LLC increased its holdings in shares of Enovix Co. (NASDAQ:ENVX – Free Report) by 77.6% during the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 80,801 shares of the company’s stock after buying an additional 35,300 shares during the period. Wealth Effects […]

Mirae Asset Global Investments Co. Ltd. raised its position in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 2.2% in the 1st quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 1,843,097 shares of the company’s stock after acquiring an additional 38,823 shares […]

Wealth Effects LLC grew its stake in Invesco QQQ (NASDAQ:QQQ – Free Report) by 8.0% in the 1st quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 3,140 shares of the exchange traded fund’s stock after buying an additional 233 shares during the quarter. Wealth […]