Concentric Wealth Management, LLC Vanguard Consumer Discretionar Transaction History
Concentric Wealth Management, LLC
- $473 Million
- Q3 2024
A detailed history of Concentric Wealth Management, LLC transactions in Vanguard Consumer Discretionar stock. As of the latest transaction made, Concentric Wealth Management, LLC holds 700 shares of VCR stock, worth $249,087. This represents 0.05% of its overall portfolio holdings.
Number of Shares
700
Previous 700
-0.0%
Holding current value
$249,087
Previous $218,000
9.17%
% of portfolio
0.05%
Previous 0.06%
Shares
1 transactions
Others Institutions Holding VCR
# of Institutions
553Shares Held
7.82MCall Options Held
25.4KPut Options Held
13.9K-
Bank Of America Corp Charlotte, NC1.49MShares$528 Million0.04% of portfolio
-
Jpmorgan Chase & CO New York, NY518KShares$184 Million0.01% of portfolio
-
Ubs Group Ag402KShares$143 Million0.02% of portfolio
-
Morgan Stanley New York, NY386KShares$137 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA348KShares$124 Million0.03% of portfolio