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EverSource Wealth Advisors LLC lifted its position in shares of Vanguard Short-Term Treasury Index ETF (NASDAQ:VGSH – Free Report) by 36.3% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 29,652 shares of the company’s stock after purchasing an additional 7,895 shares during […]
Wealth Dimensions Group Ltd. lowered its holdings in shares of Oracle Co. (NYSE:ORCL – Free Report) by 14.3% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 4,789 shares of the enterprise software provider’s stock after selling 798 shares during the quarter. Wealth Dimensions […]
Wealth Dimensions Group Ltd. trimmed its holdings in shares of Vanguard Short-Term Bond ETF (NYSEARCA:BSV – Free Report) by 2.6% in the fourth quarter, Holdings Channel reports. The institutional investor owned 231,362 shares of the company’s stock after selling 6,153 shares during the period. Vanguard Short-Term Bond ETF makes up 5.6% of Wealth Dimensions Group […]
Wealth Dimensions Group Ltd. cut its holdings in shares of 3M (NYSE:MMM – Free Report) by 5.8% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 3,126 shares of the conglomerate’s stock after selling 194 shares during the period. Wealth Dimensions […]
Wealth Dimensions Group Ltd. decreased its position in shares of The TJX Companies, Inc. (NYSE:TJX – Free Report) by 3.8% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 2,903 shares of the apparel and home fashions retailer’s stock after […]