A detailed history of Kellett Schaffner Wealth Advisors LLC transactions in Vanguard Consumer Staples ETF stock. As of the latest transaction made, Kellett Schaffner Wealth Advisors LLC holds 16,617 shares of VDC stock, worth $3.36 Million. This represents 2.35% of its overall portfolio holdings.

Number of Shares
16,617
Previous 12,689 30.96%
Holding current value
$3.36 Million
Previous $2.42 Million 39.99%
% of portfolio
2.35%
Previous 1.8%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 26, 2024

BUY
$189.57 - $204.14 $744,630 - $801,861
3,928 Added 30.96%
16,617 $3.39 Million
Q4 2023

Jan 31, 2024

BUY
$175.13 - $191.99 $1.87 Million - $2.05 Million
10,686 Added 533.5%
12,689 $2.42 Million
Q3 2023

Nov 06, 2023

BUY
$182.67 - $199.63 $365,888 - $399,858
2,003 New
2,003 $365,000

Others Institutions Holding VDC

About VANGUARD CONSUMER STAPLES ETF


  • Ticker VDC
  • Sector ETFs
  • Industry ETFs
More about VDC
Track This Portfolio

Track Kellett Schaffner Wealth Advisors LLC Portfolio

Follow Kellett Schaffner Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Kellett Schaffner Wealth Advisors LLC with notifications on news.