StrongBox Wealth LLC lessened its position in Vanguard Dividend Appreciation ETF (NYSEARCA:VIG – Free Report) by 34.8% during the third quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 17,681 shares of the company’s stock after selling 9,434 shares during the quarter. StrongBox Wealth LLC’s holdings in […]

Fusion Family Wealth LLC lessened its stake in shares of Invesco NASDAQ 100 ETF (NASDAQ:QQQM – Free Report) by 1.8% in the third quarter, HoldingsChannel reports. The firm owned 154,701 shares of the company’s stock after selling 2,844 shares during the quarter. Invesco NASDAQ 100 ETF makes up approximately 3.1% of Fusion Family Wealth LLC’s […]

Park Avenue Securities LLC cut its stake in Vanguard Ultra-Short Bond ETF (BATS:VUSB – Free Report) by 94.7% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 12,171 shares of the company’s stock after selling 215,658 shares during the period. Park Avenue […]

Kestra Advisory Services LLC grew its holdings in shares of Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) by 12.4% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 461,807 shares of the company’s stock after purchasing an additional 50,938 shares during […]

Sageworth Trust Co boosted its stake in shares of Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 11.5% during the 3rd quarter, Holdings Channel reports. The firm owned 1,231,184 shares of the company’s stock after acquiring an additional 126,991 shares during the quarter. Vanguard FTSE Developed Markets ETF comprises approximately 3.3% of Sageworth […]

One Day In July LLC cut its position in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 3.0% in the 3rd quarter, Holdings Channel.com reports. The institutional investor owned 158,421 shares of the company’s stock after selling 4,954 shares during the period. Vanguard S&P 500 ETF makes up about 7.6% of One Day In […]

Kestra Advisory Services LLC increased its position in Fidelity Enhanced Mid Cap ETF (NYSEARCA:FMDE – Free Report) by 11.4% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 1,887,639 shares of the company’s stock after purchasing an additional 192,892 shares […]

Kestra Advisory Services LLC lifted its holdings in shares of Dimensional International Value ETF (NYSEARCA:DFIV – Free Report) by 116.1% in the third quarter, HoldingsChannel.com reports. The firm owned 1,232,641 shares of the company’s stock after acquiring an additional 662,165 shares during the quarter. Kestra Advisory Services LLC’s holdings in Dimensional International Value ETF were […]

REAP Financial Group LLC raised its position in Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 8.0% in the 3rd quarter, HoldingsChannel reports. The fund owned 218,220 shares of the ETF’s stock after purchasing an additional 16,146 shares during the period. Vanguard Total Stock Market ETF makes up about 13.3% of REAP Financial […]

Marks Wealth LLC purchased a new stake in iShares 0-3 Month Treasury Bond ETF (NYSE:SGOV – Free Report) during the 3rd quarter, HoldingsChannel reports. The institutional investor purchased 492,550 shares of the company’s stock, valued at approximately $49,590,000. iShares 0-3 Month Treasury Bond ETF accounts for about 10.8% of Marks Wealth LLC’s holdings, making the […]

Sageworth Trust Co of South Dakota decreased its stake in Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 2.4% in the 3rd quarter, HoldingsChannel reports. The institutional investor owned 72,897 shares of the ETF’s stock after selling 1,783 shares during the period. Vanguard Total Stock Market ETF makes up 15.8% of Sageworth Trust […]

Strategent Financial LLC lifted its position in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 6.7% during the third quarter, HoldingsChannel reports. The firm owned 55,056 shares of the company’s stock after purchasing an additional 3,475 shares during the quarter. Vanguard S&P 500 ETF comprises about 19.0% of Strategent Financial LLC’s holdings, […]

Vise Technologies Inc. boosted its position in Vanguard Emerging Markets Government Bond ETF (NASDAQ:VWOB – Free Report) by 33.3% during the third quarter, Holdings Channel.com reports. The fund owned 38,391 shares of the company’s stock after purchasing an additional 9,582 shares during the quarter. Vise Technologies Inc.’s holdings in Vanguard Emerging Markets Government Bond ETF […]

Cora Capital Advisors LLC lifted its holdings in Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 25.2% in the 3rd quarter, HoldingsChannel.com reports. The institutional investor owned 242,353 shares of the company’s stock after acquiring an additional 48,842 shares during the quarter. Vanguard FTSE Developed Markets ETF comprises about 4.5% of Cora Capital […]

Kestra Advisory Services LLC raised its position in First Trust Rising Dividend Achievers ETF (NASDAQ:RDVY – Free Report) by 5.2% during the third quarter, according to the company in its most recent disclosure with the SEC. The firm owned 2,904,730 shares of the company’s stock after acquiring an additional 142,773 shares during the quarter. First […]

Kestra Private Wealth Services LLC bought a new stake in shares of iShares 10-20 Year Treasury Bond ETF (NYSEARCA:TLH – Free Report) during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund bought 49,408 shares of the company’s stock, valued at approximately $4,554,000. Other […]

Kestra Advisory Services LLC boosted its holdings in iShares Core Total USD Bond Market ETF (NASDAQ:IUSB – Free Report) by 77.8% in the third quarter, Holdings Channel.com reports. The institutional investor owned 2,423,130 shares of the company’s stock after acquiring an additional 1,060,177 shares during the period. Kestra Advisory Services LLC’s holdings in iShares Core […]

Invesco Golden Dragon China ETF (NASDAQ:PGJ – Get Free Report)’s share price was up 0.2% during trading on Tuesday. The company traded as high as $21.48 and last traded at $21.35. 15,852 shares were traded during mid-day trading, a decline of 33% from the average session volume of 23,567 shares. The stock had previously closed […]