Vertex Planning Partners, LLC Vanguard Consumer Staples ETF Transaction History
Vertex Planning Partners, LLC
- $361 Billion
- Q1 2024
A detailed history of Vertex Planning Partners, LLC transactions in Vanguard Consumer Staples ETF stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 1,950 shares of VDC stock, worth $401,992. This represents 0.11% of its overall portfolio holdings.
Number of Shares
1,950
Previous 1,950
-0.0%
Holding current value
$401,992
Previous $372 Million
6.9%
% of portfolio
0.11%
Previous 0.11%
Shares
1 transactions
Others Institutions Holding VDC
# of Institutions
602Shares Held
15.3MCall Options Held
5.2KPut Options Held
1.9K-
Bank Of America Corp Charlotte, NC3.68MShares$758 Million0.07% of portfolio
-
Beacon Capital Management, Inc.794KShares$164 Million6.97% of portfolio
-
Wellspring Financial Advisors, LLC Cleveland, OH794KShares$164 Million0.3% of portfolio
-
Morgan Stanley New York, NY688KShares$142 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC655KShares$135 Million0.07% of portfolio