Marks Wealth, LLC Vanguard Consumer Staples ETF Transaction History

Marks Wealth, LLC

$233 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 Apr 12, 2021	SELL	$165.49 - $180.21 $258,164 - $281,127	-1,560 Closed	0 $0
Q4 2020 Mar 23, 2021	BUY	$159.52 - $175.0 $248,851 - $273,000	1,560 New	1,560 $271,000

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

$725 Million
0.06% of portfolio
Wellspring Financial Advisors, LLC Cleveland, OH

792K
Shares

$169 Million
0.18% of portfolio
Beacon Capital Management, Inc.

731K
Shares

$156 Million
6.88% of portfolio
Lpl Financial LLC Fort Mill, SC

689K
Shares

$147 Million
0.07% of portfolio
Morgan Stanley New York, NY

657K
Shares

$140 Million
0.01% of portfolio

About VANGUARD CONSUMER STAPLES ETF

Ticker VDC
Sector ETFs
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