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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 raised its holdings in Vanguard Total Bond Market ETF (NASDAQ:BND – Free Report) by 22.2% during the fourth quarter, HoldingsChannel reports. The firm owned 39,446 shares of the company’s stock after buying an additional 7,170 shares during the period. Vanguard Total Bond Market ETF comprises about 1.1% of Stone Point Wealth […]
Stone Point Wealth LLC raised its position in shares of Vanguard Short-Term Corporate Bond ETF (NASDAQ:VCSH – Free Report) by 33.3% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 68,409 shares of the company’s stock after purchasing an additional 17,085 shares […]
Stone Point Wealth LLC lifted its stake in Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB – Free Report) by 2.4% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 30,390 shares of the company’s stock after purchasing an additional 723 shares during […]
Stone Point Wealth LLC trimmed its stake in Linde plc (NASDAQ:LIN – Free Report) by 2.4% during the 4th quarter, Holdings Channel reports. The firm owned 8,224 shares of the basic materials company’s stock after selling 205 shares during the quarter. Linde comprises approximately 1.3% of Stone Point Wealth LLC’s portfolio, making the stock its […]