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

633

Shares Held

15.2M

Call Options Held

1.9K

Put Options Held

3K

Bank Of America Corp Charlotte, NC

3.4M
Shares

$730 Million
0.06% of portfolio
Wellspring Financial Advisors, LLC Cleveland, OH

792K
Shares

$170 Million
0.18% of portfolio
Beacon Capital Management, Inc.

731K
Shares

$157 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

$141 Million
0.01% of portfolio

About VANGUARD CONSUMER STAPLES ETF

Ticker VDC
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Northwest Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Northwest Wealth Management, LLC with notifications on news.