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Values Added Financial LLC lowered its holdings in Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) by 28.1% during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 13,244 shares of the company’s stock after selling 5,180 shares during the period. Values […]
Values Added Financial LLC lifted its holdings in UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 18.1% in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 1,059 shares of the healthcare conglomerate’s stock after purchasing an additional 162 shares during […]
Sandbox Financial Partners LLC lessened its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 7.5% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 1,593 shares of the company’s stock after selling 129 shares during […]
Values Added Financial LLC raised its stake in Vanguard Mid-Cap ETF (NYSEARCA:VO – Free Report) by 12.1% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 1,755 shares of the company’s stock after purchasing an additional 189 shares during the quarter. […]
Values Added Financial LLC increased its position in UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 18.1% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 1,059 shares of the healthcare conglomerate’s stock after acquiring an additional 162 shares during the quarter. Values Added […]