Nvest Financial, LLC Vanguard Consumer Staples ETF Transaction History
Nvest Financial, LLC
- $177 Million
- Q1 2025
A detailed history of Nvest Financial, LLC transactions in Vanguard Consumer Staples ETF stock. As of the latest transaction made, Nvest Financial, LLC holds 11,432 shares of VDC stock, worth $2.52 Million. This represents 1.41% of its overall portfolio holdings.
Number of Shares
11,432
Previous 9,053
26.28%
Holding current value
$2.52 Million
Previous $1.91 Million
30.74%
% of portfolio
1.41%
Previous 1.02%
Shares
4 transactions
Others Institutions Holding VDC
# of Institutions
666Shares Held
15.8MCall Options Held
2.5KPut Options Held
0-
Bank Of America Corp Charlotte, NC3.44MShares$760 Million0.06% of portfolio
-
Wellspring Financial Advisors, LLC Cleveland, OH792KShares$175 Million0.16% of portfolio
-
Beacon Capital Management, Inc.714KShares$158 Million6.76% of portfolio
-
Lpl Financial LLC Fort Mill, SC704KShares$155 Million0.06% of portfolio
-
Morgan Stanley New York, NY618KShares$137 Million0.01% of portfolio