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Wealth Effects LLC Has $5.81 Million Holdings in Vanguard Total Stock Market ETF (NYSEARCA:VTI) - Vimarsana News

Wealth Effects LLC Has $5.81 Million Holdings in Vanguard Total Stock Market ETF (NYSEARCA:VTI)

Wealth Effects LLC increased its stake in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 2.0% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 26,366 shares of the company’s stock after buying an additional 519 shares during […]

Source: wkrb13.com
Vanguard Total Stock Market ETF (NYSEARCA:VTI) is Wealth Effects LLC's 7th Largest Position - Vimarsana News

Vanguard Total Stock Market ETF (NYSEARCA:VTI) is Wealth Effects LLC's 7th Largest Position

Wealth Effects LLC grew its holdings in Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 2.0% in the second quarter, Holdings Channel reports. The firm owned 26,366 shares of the company’s stock after buying an additional 519 shares during the quarter. Vanguard Total Stock Market ETF accounts for about 2.6% of Wealth Effects […]

The Boeing Company (NYSE:BA) Shares Purchased by Wealth Effects LLC - Vimarsana News

The Boeing Company (NYSE:BA) Shares Purchased by Wealth Effects LLC

Wealth Effects LLC grew its stake in shares of The Boeing Company (NYSE:BA – Free Report) by 3.1% in the second quarter, according to its most recent filing with the SEC. The fund owned 7,930 shares of the aircraft producer’s stock after acquiring an additional 242 shares during the period. Boeing comprises about 0.7% of […]

Wealth Effects LLC Increases Stock Holdings in Schwab US Dividend Equity ETF (NYSEARCA:SCHD) - Vimarsana News

Wealth Effects LLC Increases Stock Holdings in Schwab US Dividend Equity ETF (NYSEARCA:SCHD)

Wealth Effects LLC lifted its stake in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD – Free Report) by 21.5% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 3,570 shares of the company’s stock after buying an additional 632 shares during the quarter. […]

Wealth Effects LLC Acquires 410 Shares of CVS Health Co. (NYSE:CVS) - Vimarsana News

Wealth Effects LLC Acquires 410 Shares of CVS Health Co. (NYSE:CVS)

Wealth Effects LLC boosted its position in CVS Health Co. (NYSE:CVS – Free Report) by 2.2% in the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 19,152 shares of the pharmacy operator’s stock after purchasing an additional 410 shares during the […]

Source: wkrb13.com