Liberty Wealth Management LLC Vanguard Consumer Staples ETF Transaction History

Liberty Wealth Management LLC

$512 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Feb 09, 2021	SELL	N/A	-79 Closed	0 $0
Q3 2020 Nov 05, 2020	BUY	N/A	79 New	79 $13,000

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

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