Legacy Financial Advisors, Inc. Vanguard Consumer Staples ETF Transaction History

Legacy Financial Advisors, Inc.

$502 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2019 Aug 07, 2019	SELL	N/A	-200 Closed	0 $0
Q4 2017 Feb 09, 2018	BUY	N/A	200	200 $29,000

Others Institutions Holding VDC

# of Institutions

602

Shares Held

15.3M

Call Options Held

5.2K

Put Options Held

1.9K

Bank Of America Corp Charlotte, NC

3.68M
Shares

$758 Million
0.07% of portfolio
Beacon Capital Management, Inc.

794K
Shares

$164 Million
6.97% of portfolio
Wellspring Financial Advisors, LLC Cleveland, OH

794K
Shares

$164 Million
0.3% of portfolio
Morgan Stanley New York, NY

688K
Shares

$142 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

655K
Shares

$135 Million
0.07% of portfolio

About VANGUARD CONSUMER STAPLES ETF

Ticker VDC
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Legacy Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Legacy Financial Advisors, Inc. with notifications on news.