Burt Wealth Advisors Vanguard Consumer Staples ETF Transaction History

Burt Wealth Advisors

$399 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Aug 05, 2020	SELL	$134.79 - $156.24 $8,896 - $10,311	-66 Closed	0 $0
Q1 2020 Apr 29, 2020	BUY	$122.65 - $164.89 $8,094 - $10,882	66 New	66 $9,000

Others Institutions Holding VDC

# of Institutions

630

Shares Held

15.2M

Call Options Held

1.9K

Put Options Held

3K

Bank Of America Corp Charlotte, NC

3.4M
Shares

$725 Million
0.06% of portfolio
Wellspring Financial Advisors, LLC Cleveland, OH

792K
Shares

$169 Million
0.18% of portfolio
Beacon Capital Management, Inc.

731K
Shares

$156 Million
6.88% of portfolio
Lpl Financial LLC Fort Mill, SC

689K
Shares

$147 Million
0.07% of portfolio
Morgan Stanley New York, NY

657K
Shares

$140 Million
0.01% of portfolio

About VANGUARD CONSUMER STAPLES ETF

Ticker VDC
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

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

News

Stay updated on Burt Wealth Advisors with notifications on news.