Roi Financial Advisors, LLC Vanguard Consumer Staples ETF Transaction History
Roi Financial Advisors, LLC
- $145 Billion
- Q3 2024
A detailed history of Roi Financial Advisors, LLC transactions in Vanguard Consumer Staples ETF stock. As of the latest transaction made, Roi Financial Advisors, LLC holds 5,499 shares of VDC stock, worth $1.21 Million. This represents 0.83% of its overall portfolio holdings.
Number of Shares
5,499
Previous 5,486
0.24%
Holding current value
$1.21 Million
Previous $1.14 Billion
5.41%
% of portfolio
0.83%
Previous 0.83%
Shares
4 transactions
Others Institutions Holding VDC
# of Institutions
632Shares Held
15.2MCall Options Held
1.9KPut Options Held
3K-
Bank Of America Corp Charlotte, NC3.4MShares$748 Million0.06% of portfolio
-
Wellspring Financial Advisors, LLC Cleveland, OH792KShares$174 Million0.18% of portfolio
-
Beacon Capital Management, Inc.731KShares$161 Million6.88% of portfolio
-
Lpl Financial LLC Fort Mill, SC689KShares$152 Million0.07% of portfolio
-
Morgan Stanley New York, NY657KShares$145 Million0.01% of portfolio