Northwest Wealth Management, LLC Vanguard Consumer Staples ETF Transaction History

Northwest Wealth Management, LLC

$422 Million
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2019 Jul 23, 2019	SELL	N/A	-100 Closed	0 $0
Q3 2018 Oct 11, 2018	SELL	N/A	-200 Reduced 66.67%	100 $14,000
Q1 2018 Apr 13, 2018	BUY	N/A	300 New	300 $41,000

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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