Confluence Wealth Services, Inc. Vanguard Consumer Discretionar Transaction History
Confluence Wealth Services, Inc.
- $1.31 Billion
- Q3 2024
A detailed history of Confluence Wealth Services, Inc. transactions in Vanguard Consumer Discretionar stock. As of the latest transaction made, Confluence Wealth Services, Inc. holds 1,037 shares of VCR stock, worth $406,835. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,037
Previous 1,260
17.7%
Holding current value
$406,835
Previous $393,000
10.18%
% of portfolio
0.03%
Previous 0.03%
Shares
9 transactions
Others Institutions Holding VCR
# of Institutions
516Shares Held
14.5MCall Options Held
9.5KPut Options Held
6.3K-
International Assets Investment Management, LLC Orlando, FL6.64MShares$2.6 Billion0.06% of portfolio
-
Bank Of America Corp Charlotte, NC1.39MShares$544 Million0.04% of portfolio
-
Jpmorgan Chase & CO New York, NY498KShares$196 Million0.01% of portfolio
-
Beacon Capital Management, Inc.479KShares$188 Million7.02% of portfolio
-
Ubs Group Ag388KShares$152 Million0.03% of portfolio