Beam Wealth Advisors, Inc. Vanguard Consumer Staples ETF Transaction History

Beam Wealth Advisors, Inc.

$166 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 Apr 08, 2020	SELL	N/A	-2,016 Closed	0 $0
Q4 2019 Feb 14, 2020	BUY	N/A	2,016 New	2,016 $325,000

Others Institutions Holding VDC

# of Institutions

602

Shares Held

15.3M

Call Options Held

5.2K

Put Options Held

1.9K

Bank Of America Corp Charlotte, NC

3.68M
Shares

$758 Million
0.07% of portfolio
Beacon Capital Management, Inc.

794K
Shares

$164 Million
6.97% of portfolio
Wellspring Financial Advisors, LLC Cleveland, OH

794K
Shares

$164 Million
0.3% of portfolio
Morgan Stanley New York, NY

688K
Shares

$142 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

655K
Shares

$135 Million
0.07% of portfolio

About VANGUARD CONSUMER STAPLES ETF

Ticker VDC
Sector ETFs
Industry ETFs

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