Westbourne Investments Inc. trimmed its holdings in shares of Realty Income Corporation (NYSE:O – Free Report) by 6.0% in the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 4,980 shares of the real estate investment trust’s stock after selling 320 shares during the […]

Westbourne Investments Inc. lessened its position in Vanguard Dividend Appreciation ETF (NYSEARCA:VIG – Free Report) by 5.6% in the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 3,193 shares of the company’s stock after selling 190 shares during the quarter. Westbourne Investments Inc.’s […]

Westbourne Investments Inc. lifted its holdings in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX – Free Report) by 0.7% in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 69,563 shares of the company’s stock after buying an additional 455 shares during […]

Westbourne Investments Inc. lessened its position in shares of Chipotle Mexican Grill, Inc. (NYSE:CMG – Free Report) by 3.8% during the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 12,650 shares of the restaurant operator’s stock after selling 500 shares during the quarter. Westbourne Investments […]

Westbourne Investments Inc. cut its holdings in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD – Free Report) by 9.5% during the 2nd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 47,447 shares of the company’s stock after selling 4,981 shares during the quarter. Westbourne Investments Inc.’s […]

Orser Capital Management LLC bought a new position in Vanguard Dividend Appreciation ETF (NYSEARCA:VIG – Free Report) in the second quarter, according to the company in its most recent filing with the SEC. The fund bought 5,285 shares of the company’s stock, valued at approximately $1,082,000. A number of other institutional investors and hedge funds […]

Sandy Cove Advisors LLC purchased a new stake in shares of Vanguard Information Technology ETF (NYSEARCA:VGT – Free Report) in the second quarter, according to its most recent filing with the Securities & Exchange Commission. The firm purchased 598 shares of the exchange traded fund’s stock, valued at approximately $397,000. Several other hedge funds and […]