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FirstPurpose Wealth LLC raised its position in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 15.3% during the 2nd quarter, Holdings Channel.com reports. The firm owned 850 shares of the company’s stock after acquiring an additional 113 shares during the quarter. FirstPurpose Wealth LLC’s holdings in Vanguard S&P 500 ETF were worth $346,000 as […]
FirstPurpose Wealth LLC lifted its position in shares of Medtronic plc (NYSE:MDT – Free Report) by 12.2% in the 2nd quarter, according to its most recent disclosure with the SEC. The fund owned 9,528 shares of the medical technology company’s stock after acquiring an additional 1,037 shares during the period. FirstPurpose Wealth LLC’s holdings in […]
FirstPurpose Wealth LLC lowered its position in shares of Vanguard Real Estate ETF (NYSEARCA:VNQ – Free Report) by 51.5% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 5,062 shares of the exchange traded fund’s stock after selling 5,367 shares […]
FirstPurpose Wealth LLC grew its stake in Vanguard Total Bond Market ETF (NASDAQ:BND – Free Report) by 7.7% in the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 101,527 shares of the company’s stock after purchasing an additional 7,253 shares during the period. Vanguard Total […]
FirstPurpose Wealth LLC lessened its holdings in American Express (NYSE:AXP – Free Report) by 3.5% during the second quarter, according to the company in its most recent disclosure with the SEC. The firm owned 3,019 shares of the payment services company’s stock after selling 110 shares during the quarter. FirstPurpose Wealth LLC’s holdings in American […]