One Charles Private Wealth Services, LLC Vanguard Financial ETF Transaction History
One Charles Private Wealth Services, LLC
- $282 Million
- Q4 2024
A detailed history of One Charles Private Wealth Services, LLC transactions in Vanguard Financial ETF stock. As of the latest transaction made, One Charles Private Wealth Services, LLC holds 12,234 shares of VFH stock, worth $1.38 Million. This represents 0.51% of its overall portfolio holdings.
Number of Shares
12,234
Previous 12,278
0.36%
Holding current value
$1.38 Million
Previous $1.35 Million
7.04%
% of portfolio
0.51%
Previous 0.53%
Shares
11 transactions
Others Institutions Holding VFH
# of Institutions
771Shares Held
54.5MCall Options Held
49.9KPut Options Held
4.6K-
Bank Of America Corp Charlotte, NC23MShares$2.6 Billion0.23% of portfolio
-
Morgan Stanley New York, NY3.2MShares$361 Million0.03% of portfolio
-
Ubs Group Ag1.92MShares$217 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA1.58MShares$179 Million0.04% of portfolio
-
Beacon Capital Management, Inc.1.43MShares$161 Million7.56% of portfolio