Roi Financial Advisors, LLC Vanguard Consumer Staples ETF Transaction History
Roi Financial Advisors, LLC
- $145 Billion
- Q3 2024
A detailed history of Roi Financial Advisors, LLC transactions in Vanguard Consumer Staples ETF stock. As of the latest transaction made, Roi Financial Advisors, LLC holds 5,499 shares of VDC stock, worth $1.17 Million. This represents 0.83% of its overall portfolio holdings.
Number of Shares
5,499
Previous 5,486
0.24%
Holding current value
$1.17 Million
Previous $1.14 Billion
5.41%
% of portfolio
0.83%
Previous 0.83%
Shares
4 transactions
Others Institutions Holding VDC
# of Institutions
622Shares Held
15.7MCall Options Held
5.7KPut Options Held
4.2K-
Bank Of America Corp Charlotte, NC3.64MShares$774 Million0.07% of portfolio
-
Wellspring Financial Advisors, LLC Cleveland, OH792KShares$168 Million0.21% of portfolio
-
Beacon Capital Management, Inc.731KShares$155 Million6.88% of portfolio
-
Morgan Stanley New York, NY695KShares$148 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC684KShares$145 Million0.07% of portfolio