Evergreen Private Wealth LLC Vanguard Consumer Staples ETF Transaction History

Evergreen Private Wealth LLC

$213 Billion
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 08, 2024	BUY	$175.13 - $191.99 $1,401 - $1,535	8 New	8 $1.53 Million

Others Institutions Holding VDC

# of Institutions

664

Shares Held

15.8M

Call Options Held

2.5K

Put Options Held

0

Bank Of America Corp Charlotte, NC

3.44M
Shares

$768 Million
0.06% of portfolio
Wellspring Financial Advisors, LLC Cleveland, OH

792K
Shares

$177 Million
0.16% of portfolio
Beacon Capital Management, Inc.

714K
Shares

$159 Million
6.76% of portfolio
Lpl Financial LLC Fort Mill, SC

704K
Shares

$157 Million
0.06% of portfolio
Morgan Stanley New York, NY

618K
Shares

$138 Million
0.01% of portfolio

About VANGUARD CONSUMER STAPLES ETF

Ticker VDC
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Evergreen Private Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Evergreen Private Wealth LLC with notifications on news.