Venturi Wealth Management, LLC Vanguard Consumer Staples ETF Transaction History
Venturi Wealth Management, LLC
- $1.88 Billion
- Q4 2024
A detailed history of Venturi Wealth Management, LLC transactions in Vanguard Consumer Staples ETF stock. As of the latest transaction made, Venturi Wealth Management, LLC holds 36 shares of VDC stock, worth $7,751. This represents 0.0% of its overall portfolio holdings.
Number of Shares
36
Previous 46
21.74%
Holding current value
$7,751
Previous $10,000
30.0%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding VDC
# of Institutions
649Shares Held
15.5MCall Options Held
1.9KPut Options Held
3K-
Bank Of America Corp Charlotte, NC3.4MShares$732 Million0.06% of portfolio
-
Wellspring Financial Advisors, LLC Cleveland, OH792KShares$171 Million0.18% of portfolio
-
Beacon Capital Management, Inc.731KShares$158 Million6.88% of portfolio
-
Lpl Financial LLC Fort Mill, SC689KShares$148 Million0.07% of portfolio
-
Morgan Stanley New York, NY657KShares$142 Million0.01% of portfolio