Modern Wealth Management, LLC Vanguard Consumer Staples ETF Transaction History
Modern Wealth Management, LLC
- $1.65 Trillion
- Q3 2024
A detailed history of Modern Wealth Management, LLC transactions in Vanguard Consumer Staples ETF stock. As of the latest transaction made, Modern Wealth Management, LLC holds 1,172 shares of VDC stock, worth $258,109. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,172
Previous 1,229
4.64%
Holding current value
$258,109
Previous $249 Million
2.68%
% of portfolio
0.02%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding VDC
# of Institutions
631Shares Held
15.2MCall Options Held
1.9KPut Options Held
3K-
Bank Of America Corp Charlotte, NC3.4MShares$748 Million0.06% of portfolio
-
Wellspring Financial Advisors, LLC Cleveland, OH792KShares$174 Million0.18% of portfolio
-
Beacon Capital Management, Inc.731KShares$161 Million6.88% of portfolio
-
Lpl Financial LLC Fort Mill, SC689KShares$152 Million0.07% of portfolio
-
Morgan Stanley New York, NY657KShares$145 Million0.01% of portfolio