Yardley Wealth Management LLC Vanguard Consumer Discretionar Transaction History
Yardley Wealth Management LLC
- $206 Million
- Q4 2024
A detailed history of Yardley Wealth Management LLC transactions in Vanguard Consumer Discretionar stock. As of the latest transaction made, Yardley Wealth Management LLC holds 1,996 shares of VCR stock, worth $697,941. This represents 0.35% of its overall portfolio holdings.
Number of Shares
1,996
Previous 998
100.0%
Holding current value
$697,941
Previous $340,000
110.0%
% of portfolio
0.35%
Previous 0.2%
Shares
2 transactions
Others Institutions Holding VCR
# of Institutions
566Shares Held
13.5MCall Options Held
14.7KPut Options Held
15.3K-
Wealthfront Advisers LLC5.57MShares$1.95 Billion1.74% of portfolio
-
Bank Of America Corp Charlotte, NC1.39MShares$485 Million0.04% of portfolio
-
Jpmorgan Chase & CO New York, NY485KShares$170 Million0.01% of portfolio
-
Beacon Capital Management, Inc.453KShares$158 Million7.6% of portfolio
-
Ubs Group Ag377KShares$132 Million0.03% of portfolio