Sky Oak Wealth, LLC Vanguard Consumer Staples ETF Transaction History

Sky Oak Wealth, LLC

$445 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 May 04, 2020	SELL	$122.65 - $164.89 $334,343 - $449,490	-2,726 Closed	0 $0
Q4 2019 Feb 04, 2020	BUY	$153.01 - $161.92 $417,105 - $441,393	2,726 New	2,726 $439,000

Others Institutions Holding VDC

# of Institutions

630

Shares Held

15.2M

Call Options Held

1.9K

Put Options Held

3K

Bank Of America Corp Charlotte, NC

3.4M
Shares

$733 Million
0.06% of portfolio
Wellspring Financial Advisors, LLC Cleveland, OH

792K
Shares

$171 Million
0.18% of portfolio
Beacon Capital Management, Inc.

731K
Shares

$158 Million
6.88% of portfolio
Lpl Financial LLC Fort Mill, SC

689K
Shares

$148 Million
0.07% of portfolio
Morgan Stanley New York, NY

657K
Shares

$142 Million
0.01% of portfolio

About VANGUARD CONSUMER STAPLES ETF

Ticker VDC
Sector ETFs
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