One Charles Private Wealth Services, LLC Vanguard Industrial 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 Industrial ETF stock. As of the latest transaction made, One Charles Private Wealth Services, LLC holds 5,677 shares of VIS stock, worth $1.42 Million. This represents 0.51% of its overall portfolio holdings.
Number of Shares
5,677
Previous 5,490
3.41%
Holding current value
$1.42 Million
Previous $1.43 Million
1.19%
% of portfolio
0.51%
Previous 0.56%
Shares
12 transactions
Others Institutions Holding VIS
# of Institutions
540Shares Held
17.5MCall Options Held
2.2KPut Options Held
0-
Wealthfront Advisers LLC4.64MShares$1.16 Billion0.98% of portfolio
-
Bank Of America Corp Charlotte, NC4.15MShares$1.04 Billion0.09% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ878KShares$220 Million4.4% of portfolio
-
Morgan Stanley New York, NY725KShares$181 Million0.01% of portfolio
-
Beacon Capital Management, Inc.626KShares$157 Million7.13% of portfolio