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Atlantic Edge Private Wealth Management LLC Makes New $33,000 Investment in Vanguard Mid-Cap ETF (NYSEARCA:VO)

Atlantic Edge Private Wealth Management LLC acquired a new stake in shares of Vanguard Mid-Cap ETF (NYSEARCA:VO – Free Report) in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor acquired 140 shares of the company’s stock, valued at approximately $33,000. Other institutional […] ....

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Navellier & Associates Inc. Has $438,000 Stake in United Parcel Service, Inc. (NYSE:UPS)

Navellier & Associates Inc. grew its holdings in United Parcel Service, Inc. (NYSE:UPS – Free Report) by 21.4% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 2,783 shares of the transportation company’s stock after purchasing an additional 491 shares during the […] ....

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Vanguard Energy ETF (NYSEARCA:VDE) Position Boosted by Sound View Wealth Advisors Group LLC

Sound View Wealth Advisors Group LLC lifted its position in Vanguard Energy ETF (NYSEARCA:VDE – Free Report) by 7.5% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 2,702 shares of the company’s stock after buying an additional 188 shares during the quarter. […] ....

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Sound View Wealth Advisors Group LLC Sells 204 Shares of The Coca-Cola Company (NYSE:KO)

Sound View Wealth Advisors Group LLC trimmed its position in shares of The Coca-Cola Company (NYSE:KO – Free Report) by 0.2% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 127,658 shares of the company’s stock after selling 204 shares during the period. Sound […] ....

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Haverford Trust Co Decreases Holdings in Costco Wholesale Co. (NASDAQ:COST)

Haverford Trust Co reduced its holdings in Costco Wholesale Co. (NASDAQ:COST – Free Report) by 0.9% during the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 343,745 shares of the retailer’s stock after selling 3,105 shares during the quarter. Costco Wholesale accounts for about 2.5% […] ....

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