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Intergy Private Wealth LLC reduced its stake in Vanguard Short-Term Corporate Bond ETF (NASDAQ:VCSH – Free Report) by 39.6% in the first quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 20,524 shares of the company’s stock after selling 13,437 shares during the quarter. Vanguard Short-Term Corporate Bond […]
Intergy Private Wealth LLC grew its holdings in shares of Vanguard Real Estate ETF (NYSEARCA:VNQ – Free Report) by 2.5% in the 1st quarter, HoldingsChannel.com reports. The firm owned 30,849 shares of the exchange traded fund’s stock after purchasing an additional 751 shares during the quarter. Vanguard Real Estate ETF comprises approximately 1.1% of Intergy […]
Intergy Private Wealth LLC lowered its holdings in Schwab U.S. TIPS ETF (NYSEARCA:SCHP – Free Report) by 35.4% during the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 15,711 shares of the company’s stock after selling 8,603 shares during the period. Intergy Private Wealth […]
Intergy Private Wealth LLC cut its stake in Cadence Bank (NYSE:CADE – Free Report) by 3.2% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 17,780 shares of the company’s stock after selling 586 shares during the period. Intergy Private Wealth LLC’s […]
Intergy Private Wealth LLC lessened its holdings in shares of Vanguard Short-Term Bond ETF (NYSEARCA:BSV – Free Report) by 4.8% during the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 7,887 shares of the company’s stock after selling 398 shares during […]
Intergy Private Wealth LLC boosted its holdings in shares of Vanguard Total World Stock ETF (NYSEARCA:VT – Free Report) by 0.6% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 49,352 shares of the exchange traded fund’s stock after buying an additional 274 […]
Intergy Private Wealth LLC reduced its stake in iShares Cohen & Steers REIT ETF (BATS:ICF – Free Report) by 31.1% during the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 118,683 shares of the company’s stock after selling 53,578 shares during the period. iShares […]
Intergy Private Wealth LLC lifted its position in shares of Vanguard FTSE All-World ex-US Small-Cap ETF (NYSEARCA:VSS – Free Report) by 4.3% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 11,523 shares of the company’s stock after purchasing an additional 480 shares […]
Intergy Private Wealth LLC raised its stake in shares of Vanguard Mid-Cap Value ETF (NYSEARCA:VOE – Free Report) by 2.4% in the 1st quarter, according to its most recent Form 13F filing with the SEC. The fund owned 6,270 shares of the company’s stock after purchasing an additional 148 shares during the period. Intergy Private […]
Intergy Private Wealth LLC reduced its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 1.4% during the 1st quarter, Holdings Channel.com reports. The firm owned 2,253 shares of the company’s stock after selling 32 shares during the period. Intergy Private Wealth LLC’s holdings in iShares Core S&P 500 ETF […]