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Bordeaux Wealth Advisors LLC Has $384,000 Stock Position in Vanguard FTSE All-World ex-US ETF (NYSEARCA:VEU)

Posted by Emily Schoerning on May 4th, 2024

Bordeaux Wealth Advisors LLC boosted its stake in shares of Vanguard FTSE All-World ex-US ETF (NYSEARCA:VEU – Free Report) by 76.8% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned... More of this article »

Bordeaux Wealth Advisors LLC Has $1.92 Million Stake in Vanguard Real Estate ETF (NYSEARCA:VNQ)

Posted by Emily Schoerning on May 4th, 2024

Bordeaux Wealth Advisors LLC lowered its stake in shares of Vanguard Real Estate ETF (NYSEARCA:VNQ – Free Report) by 13.9% in the fourth quarter, according to its most recent 13F filing with the SEC. The fund owned 21,750 shares... More of this article »

Bordeaux Wealth Advisors LLC Has $1.69 Million Stock Holdings in Vanguard Growth ETF (NYSEARCA:VUG)

Posted by Emily Schoerning on May 4th, 2024

Bordeaux Wealth Advisors LLC lifted its holdings in shares of Vanguard Growth ETF (NYSEARCA:VUG – Free Report) by 6.4% during the 4th quarter, according to the company in its most recent 13F filing with the Securities &... More of this article »

Benjamin F. Edwards & Company Inc. Purchases New Holdings in W. R. Berkley Co. (NYSE:WRB)

Posted by Emily Schoerning on May 4th, 2024

Benjamin F. Edwards & Company Inc. acquired a new position in W. R. Berkley Co. (NYSE:WRB – Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »

SouthState Corp Sells 467 Shares of RTX Co. (NYSE:RTX)

Posted by Emily Schoerning on May 4th, 2024

SouthState Corp lessened its stake in shares of RTX Co. (NYSE:RTX – Free Report) by 3.5% in the 4th quarter, HoldingsChannel.com reports. The firm owned 12,695 shares of the company’s stock after selling 467 shares during... More of this article »