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StrongBox Wealth LLC raised its holdings in shares of Vanguard Dividend Appreciation ETF (NYSEARCA:VIG – Free Report) by 0.8% in the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 39,334 shares of the company’s stock after purchasing an additional 316 shares during […]
GoalFusion Wealth Management LLC lifted its stake in shares of Vanguard Mid-Cap ETF (NYSEARCA:VO – Free Report) by 5.9% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 8,359 shares of the company’s stock after purchasing an additional 464 shares during […]
StrongBox Wealth LLC boosted its position in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH – Free Report) by 1.9% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 4,724 shares of the company’s stock after acquiring an additional 87 shares during the […]
StrongBox Wealth LLC increased its position in shares of iShares MSCI USA Quality Factor ETF (BATS:QUAL – Free Report) by 4.7% in the third quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 27,905 shares of the company’s stock after buying an additional 1,263 shares during the […]
Capital Advisors Wealth Management LLC decreased its position in shares of JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI – Free Report) by 46.2% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 151,111 shares of the company’s stock after selling 129,744 shares […]