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 $1.21 Million. This represents 0.83% of its overall portfolio holdings.

Number of Shares
5,499
Previous 5,486 0.24%
Holding current value
$1.21 Million
Previous $1.14 Billion 5.41%
% of portfolio
0.83%
Previous 0.83%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 05, 2024

BUY
$201.77 - $221.32 $2,623 - $2,877
13 Added 0.24%
5,499 $1.2 Billion
Q2 2024

Aug 09, 2024

SELL
$194.57 - $209.07 $2,723 - $2,926
-14 Reduced 0.25%
5,486 $1.14 Billion
Q1 2024

May 13, 2024

SELL
$189.57 - $204.14 $30,141 - $32,458
-159 Reduced 2.81%
5,500 $1.12 Billion
Q4 2023

Feb 13, 2024

BUY
$175.13 - $191.99 $991,060 - $1.09 Million
5,659 New
5,659 $1.08 Billion

Others Institutions Holding VDC

About VANGUARD CONSUMER STAPLES ETF


  • Ticker VDC
  • Sector ETFs
  • Industry ETFs
More about VDC
Track This Portfolio

Track Roi Financial Advisors, LLC Portfolio

Follow Roi Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Roi Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Roi Financial Advisors, LLC with notifications on news.