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Becoming a member of the special forces was a “lifelong dream” for Barry Todd.

High Note Wealth LLC reduced its holdings in Vanguard Mid-Cap ETF (NYSEARCA:VO – Free Report) by 6.3% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 4,949 shares of the company’s stock after selling 330 shares during the quarter. High Note Wealth LLC’s […]

Perfromance Wealth Partners LLC purchased a new stake in SPDR Gold Shares (NYSEARCA:GLD – Free Report) in the first quarter, according to the company in its most recent disclosure with the SEC. The firm purchased 2,322 shares of the exchange traded fund’s stock, valued at approximately $425,000. A number of other institutional investors have also […]

Tsfg LLC boosted its position in Vanguard Mid-Cap ETF (NYSEARCA:VO – Free Report) by 0.4% in the 1st quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 13,398 shares of the company’s stock after purchasing an additional 48 shares during the quarter. Vanguard Mid-Cap ETF comprises approximately […]

JFS Wealth Advisors LLC lowered its position in Vanguard Mid-Cap Value ETF (NYSEARCA:VOE – Free Report) by 4.4% in the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 3,620 shares of the company’s stock after selling 165 shares during the period. […]