Capital Directions Investment Advisors, LLC Vanguard Consumer Staples ETF Transaction History

Capital Directions Investment Advisors, LLC

$268 Million
Q4 2022

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2019 Aug 14, 2019	SELL	N/A	-620 Closed	0 $0
Q1 2019 May 14, 2019	BUY	N/A	620 New	620 $90,000
Q4 2018 Feb 15, 2019	SELL	N/A	-620 Closed	0 $0
Q3 2018 Nov 14, 2018	BUY	N/A	620 New	620 $87,000
Q2 2018 Aug 14, 2018	SELL	N/A	-520 Closed	0 $0
Q2 2017 Aug 15, 2017	BUY	N/A	520	520 $73,000

Others Institutions Holding VDC

# of Institutions

630

Shares Held

15.2M

Call Options Held

1.9K

Put Options Held

Bank Of America Corp Charlotte, NC

3.4M
Shares

$733 Million
0.06% of portfolio
Wellspring Financial Advisors, LLC Cleveland, OH

792K
Shares

$171 Million
0.18% of portfolio
Beacon Capital Management, Inc.

731K
Shares

$158 Million
6.88% of portfolio
Lpl Financial LLC Fort Mill, SC

689K
Shares

$148 Million
0.07% of portfolio
Morgan Stanley New York, NY

657K
Shares

$142 Million
0.01% of portfolio

View Full List

About VANGUARD CONSUMER STAPLES ETF

Ticker VDC
Sector ETFs
Industry ETFs

More about VDC

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