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Stone Point Wealth LLC reduced its position in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 1.6% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 1,513 shares of the company’s stock after selling 24 shares during the quarter. Stone Point Wealth […]
Jmac Enterprises LLC boosted its stake in Vanguard Small-Cap Value ETF (NYSEARCA:VBR – Free Report) by 10.2% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 40,828 shares of the company’s stock after buying an additional 3,781 shares during the period. Vanguard […]
Stone Point Wealth LLC raised its holdings in Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 4.9% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 15,880 shares of the company’s stock after purchasing an additional 736 shares […]
Stone Point Wealth LLC decreased its stake in Caterpillar Inc. (NYSE:CAT – Free Report) by 0.9% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 7,561 shares of the industrial products company’s stock after selling 70 shares during the period. Stone Point Wealth […]
Stone Point Wealth LLC trimmed its position in iShares TIPS Bond ETF (NYSEARCA:TIP – Free Report) by 8.7% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 11,196 shares of the exchange traded fund’s stock after selling 1,066 shares during the period. Stone […]