Kellett Schaffner Wealth Advisors LLC Vanguard Consumer Staples ETF Transaction History
Kellett Schaffner Wealth Advisors LLC
- $144 Million
- Q1 2024
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
Others Institutions Holding VDC
# of Institutions
600Shares Held
15.4MCall Options Held
5.2KPut Options Held
1.9K-
Bank Of America Corp Charlotte, NC3.68MShares$744 Million0.07% of portfolio
-
Beacon Capital Management, Inc.794KShares$161 Million6.97% of portfolio
-
Wellspring Financial Advisors, LLC Cleveland, OH794KShares$161 Million0.3% of portfolio
-
Morgan Stanley New York, NY688KShares$139 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC655KShares$133 Million0.07% of portfolio