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 $2.5 Million. This represents 1.41% of its overall portfolio holdings.
Number of Shares
11,432
Previous 9,053
26.28%
Holding current value
$2.5 Million
Previous $1.91 Million
30.74%
% of portfolio
1.41%
Previous 1.02%
Shares
4 transactions
Others Institutions Holding VDC
# of Institutions
690Shares Held
15.8MCall Options Held
5.3KPut Options Held
1.8K-
Bank Of America Corp Charlotte, NC3.95MShares$864 Million0.07% of portfolio
-
Wellspring Financial Advisors, LLC Cleveland, OH790KShares$173 Million0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC718KShares$157 Million0.06% of portfolio
-
Morgan Stanley New York, NY549KShares$120 Million0.01% of portfolio
-
Envestnet Asset Management Inc462KShares$101 Million0.03% of portfolio