Lvw Advisors, LLC Vanguard Consumer Staples ETF Transaction History

Lvw Advisors, LLC

$771 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2020 Oct 29, 2020	SELL	$149.59 - $170.43 $326,106 - $371,537	-2,180 Closed	0 $0
Q2 2020 Aug 11, 2020	BUY	$134.79 - $156.24 $293,842 - $340,603	2,180 New	2,180 $326,000
Q1 2020 Apr 23, 2020	SELL	$122.65 - $164.89 $179,559 - $241,398	-1,464 Closed	0 $0
Q4 2019 Feb 10, 2020	BUY	$153.01 - $161.92 $2,295 - $2,428	15 Added 1.04%	1,464 $236,000
Q3 2019 Oct 22, 2019	SELL	$155.08 - $157.18 $81,882 - $82,991	-528 Reduced 26.71%	1,449 $227,000
Q2 2019 Aug 14, 2019	SELL	N/A	-67 Reduced 3.28%	1,977 $294,000
Q1 2019 May 03, 2019	SELL	N/A	-87 Reduced 4.08%	2,044 $297,000
Q3 2018 Nov 02, 2018	BUY	N/A	2,131 New	2,131 $299,000

Others Institutions Holding VDC

# of Institutions

630

Shares Held

15.2M

Call Options Held

1.9K

Put Options Held

3K

Bank Of America Corp Charlotte, NC

3.4M
Shares

$733 Million
0.06% of portfolio
Wellspring Financial Advisors, LLC Cleveland, OH

792K
Shares

$171 Million
0.18% of portfolio
Beacon Capital Management, Inc.

731K
Shares

$158 Million
6.88% of portfolio
Lpl Financial LLC Fort Mill, SC

689K
Shares

$148 Million
0.07% of portfolio
Morgan Stanley New York, NY

657K
Shares

$142 Million
0.01% of portfolio

About VANGUARD CONSUMER STAPLES ETF

Ticker VDC
Sector ETFs
Industry ETFs

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