Accretive Wealth Partners, LLC Vanguard Consumer Discretionar Transaction History
Accretive Wealth Partners, LLC
- $232 Million
- Q3 2024
A detailed history of Accretive Wealth Partners, LLC transactions in Vanguard Consumer Discretionar stock. As of the latest transaction made, Accretive Wealth Partners, LLC holds 1,656 shares of VCR stock, worth $595,000. This represents 0.24% of its overall portfolio holdings.
Number of Shares
1,656
Previous 1,656
-0.0%
Holding current value
$595,000
Previous $517,000
8.9%
% of portfolio
0.24%
Previous 0.22%
Shares
4 transactions
Others Institutions Holding VCR
# of Institutions
511Shares Held
14.5MCall Options Held
9.5KPut Options Held
6.3K-
International Assets Investment Management, LLC Orlando, FL6.64MShares$2.39 Billion0.06% of portfolio
-
Bank Of America Corp Charlotte, NC1.39MShares$498 Million0.04% of portfolio
-
Jpmorgan Chase & CO New York, NY498KShares$179 Million0.01% of portfolio
-
Beacon Capital Management, Inc.479KShares$172 Million7.02% of portfolio
-
Ubs Group Ag388KShares$140 Million0.03% of portfolio