Atlas Legacy Advisors LLC grew its stake in shares of Visa Inc. (NYSE:V – Free Report) by 27.9% during the 2nd quarter, HoldingsChannel reports. The fund owned 1,294 shares of the credit-card processor’s stock after acquiring an additional 282 shares during the period. Atlas Legacy Advisors LLC’s holdings in Visa were worth $459,000 as of […]

Nvwm LLC reduced its position in Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 28.4% during the 2nd quarter, according to its most recent filing with the SEC. The firm owned 10,273 shares of the company’s stock after selling 4,074 shares during the quarter. Nvwm LLC’s holdings in Vanguard Total Stock Market ETF […]

Capasso Planning Partners LLC trimmed its stake in shares of Schwab High Yield Bond ETF (NYSEARCA:SCYB – Free Report) by 32.1% during the second quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 26,072 shares of the company’s stock after selling 12,308 shares during the quarter. Capasso Planning […]

Crestwood Advisors Group LLC lessened its position in Invesco NASDAQ 100 ETF (NASDAQ:QQQM – Free Report) by 31.3% in the second quarter, HoldingsChannel reports. The firm owned 1,609 shares of the company’s stock after selling 733 shares during the quarter. Crestwood Advisors Group LLC’s holdings in Invesco NASDAQ 100 ETF were worth $365,000 as of […]

Atlas Legacy Advisors LLC decreased its position in Union Pacific Corporation (NYSE:UNP – Free Report) by 40.4% in the 2nd quarter, Holdings Channel.com reports. The fund owned 1,060 shares of the railroad operator’s stock after selling 719 shares during the period. Atlas Legacy Advisors LLC’s holdings in Union Pacific were worth $244,000 as of its […]

Capasso Planning Partners LLC lessened its holdings in Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 35.6% during the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 6,238 shares of the company’s stock after selling 3,451 shares during the […]

Reston Wealth Management LLC reduced its stake in shares of Vanguard Total Bond Market ETF (NASDAQ:BND – Free Report) by 2.6% during the second quarter, Holdings Channel reports. The firm owned 37,376 shares of the company’s stock after selling 1,008 shares during the quarter. Vanguard Total Bond Market ETF makes up approximately 1.0% of Reston […]

Vestmark Advisory Solutions Inc. raised its stake in Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 45.4% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 303,394 shares of the company’s stock after purchasing an additional 94,727 shares during the […]

Capasso Planning Partners LLC purchased a new stake in Vanguard FTSE Europe ETF (NYSEARCA:VGK – Free Report) during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm purchased 5,742 shares of the exchange traded fund’s stock, valued at approximately $445,000. A number of other […]

Walkner Condon Financial Advisors LLC lessened its holdings in shares of Vanguard Dividend Appreciation ETF (NYSEARCA:VIG – Free Report) by 4.7% in the second quarter, according to its most recent filing with the SEC. The firm owned 10,892 shares of the company’s stock after selling 543 shares during the period. Walkner Condon Financial Advisors LLC’s […]

Texas Yale Capital Corp. lifted its holdings in Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO – Free Report) by 1.6% in the 2nd quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 107,616 shares of the exchange traded fund’s stock after purchasing an additional 1,723 shares during the […]

Capasso Planning Partners LLC decreased its holdings in shares of Innovator Hedged Nasdaq-100 ETF (NASDAQ:QHDG – Free Report) by 88.0% in the 2nd quarter, according to its most recent Form 13F filing with the SEC. The firm owned 7,525 shares of the company’s stock after selling 55,250 shares during the period. Capasso Planning Partners LLC […]

Grey Fox Wealth Advisors LLC trimmed its stake in shares of Vanguard Dividend Appreciation ETF (NYSEARCA:VIG – Free Report) by 41.4% during the second quarter, Holdings Channel.com reports. The firm owned 1,840 shares of the company’s stock after selling 1,298 shares during the period. Grey Fox Wealth Advisors LLC’s holdings in Vanguard Dividend Appreciation ETF […]

Capasso Planning Partners LLC decreased its holdings in Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 37.1% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 176,445 shares of the company’s stock after selling 104,035 shares during the […]

Vestmark Advisory Solutions Inc. bought a new stake in iShares MSCI EAFE ETF (NYSEARCA:EFA – Free Report) in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund bought 155,286 shares of the exchange traded fund’s stock, valued at approximately $13,881,000. A number of other […]

Capasso Planning Partners LLC bought a new position in shares of ProShares Short S&P 500 (NYSEARCA:SH – Free Report) in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm bought 10,780 shares of the real estate investment trust’s stock, valued at approximately $428,000. […]

Walkner Condon Financial Advisors LLC lifted its position in SPDR Bloomberg 1-3 Month T-Bill ETF (NYSEARCA:BIL – Free Report) by 11.9% during the 2nd quarter, Holdings Channel.com reports. The institutional investor owned 13,399 shares of the company’s stock after buying an additional 1,429 shares during the quarter. Walkner Condon Financial Advisors LLC’s holdings in SPDR […]

Capasso Planning Partners LLC lessened its holdings in SPDR S&P 600 Small Cap Value ETF (NYSEARCA:SLYV – Free Report) by 43.5% during the second quarter, Holdings Channel.com reports. The institutional investor owned 77,347 shares of the company’s stock after selling 59,643 shares during the quarter. SPDR S&P 600 Small Cap Value ETF comprises approximately 3.5% […]

Paulson Wealth Management Inc. increased its stake in Vanguard Short-Term Corporate Bond ETF (NASDAQ:VCSH – Free Report) by 1.8% during the second quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 198,247 shares of the company’s stock after acquiring an additional 3,454 shares during the quarter. Vanguard Short-Term […]

Walkner Condon Financial Advisors LLC raised its holdings in shares of Procter & Gamble Company (The) (NYSE:PG – Free Report) by 10.2% during the second quarter, HoldingsChannel reports. The institutional investor owned 4,426 shares of the company’s stock after acquiring an additional 408 shares during the quarter. Walkner Condon Financial Advisors LLC’s holdings in Procter […]