Roi Financial Advisors, LLC Vanguard Consumer Staples ETF Transaction History
Roi Financial Advisors, LLC
- $138 Billion
- Q2 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 5,486 shares of VDC stock, worth $1.18 Million. This represents 0.83% of its overall portfolio holdings.
Number of Shares
5,486
Previous 5,500
0.25%
Holding current value
$1.18 Million
Previous $1.12 Billion
1.49%
% of portfolio
0.83%
Previous 0.88%
Shares
3 transactions
Others Institutions Holding VDC
# of Institutions
607Shares Held
15.5MCall Options Held
5.7KPut Options Held
4.2K-
Bank Of America Corp Charlotte, NC3.64MShares$786 Million0.07% of portfolio
-
Wellspring Financial Advisors, LLC Cleveland, OH792KShares$171 Million0.21% of portfolio
-
Beacon Capital Management, Inc.763KShares$165 Million6.88% of portfolio
-
Morgan Stanley New York, NY695KShares$150 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC684KShares$148 Million0.07% of portfolio