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LifeSteps Financial Inc. lowered its position in shares of CVB Financial Corp. (NASDAQ:CVBF – Get Rating) by 13.2% during the first quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 146,056 shares of the financial services provider’s stock after selling 22,213 shares during the period. CVB Financial comprises […]
LifeSteps Financial Inc. cut its holdings in shares of Vanguard High Dividend Yield ETF (NYSEARCA:VYM – Get Rating) by 1.1% during the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 35,149 shares of the company’s stock after selling 406 shares during the […]
LifeSteps Financial Inc. lowered its stake in shares of Vanguard Health Care ETF (NYSEARCA:VHT – Get Rating) by 4.0% during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 1,296 shares of the company’s stock after selling 54 shares during the quarter. LifeSteps Financial Inc.’s […]
LifeSteps Financial Inc. decreased its position in shares of iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH – Get Rating) by 4.1% during the 1st quarter, Holdings Channel.com reports. The fund owned 16,553 shares of the company’s stock after selling 712 shares during the period. iShares Core S&P Mid-Cap ETF accounts for about 4.4% of LifeSteps Financial […]
LifeSteps Financial Inc. reduced its stake in Caterpillar Inc. (NYSE:CAT – Get Rating) by 5.1% in the first quarter, Holdings Channel.com reports. The fund owned 1,684 shares of the industrial products company’s stock after selling 90 shares during the period. LifeSteps Financial Inc.’s holdings in Caterpillar were worth $385,000 as of its most recent filing […]