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Donaldson Capital Management LLC cut its holdings in shares of Valero Energy Co. (NYSE:VLO – Free Report) by 23.1% in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 269,803 shares of the oil and gas company’s stock after selling 81,242 shares […]
Harbor Investment Advisory LLC decreased its position in shares of Vanguard Short-Term Inflation-Protected Securities ETF (NASDAQ:VTIP – Free Report) by 37.8% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 2,755 shares of the company’s stock after selling 1,674 shares during […]
Perfromance Wealth Partners LLC lessened its stake in JPMorgan Chase & Co. (NYSE:JPM – Free Report) by 6.1% in the 2nd quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 101,859 shares of the financial services provider’s stock after selling 6,603 shares during the quarter. JPMorgan Chase […]
Procyon Advisors LLC grew its stake in iShares Core U.S. REIT ETF (NYSEARCA:USRT – Free Report) by 12.1% during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 123,813 shares of the company’s stock after purchasing an additional 13,386 shares during the period. […]
Steph & Co. decreased its position in Vanguard Mid-Cap Growth ETF (NYSEARCA:VOT – Free Report) by 8.4% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 4,898 shares of the company’s stock after selling 449 shares during the period. Vanguard […]