Birchcreek Wealth Management, LLC Vanguard Industrial ETF Transaction History
Birchcreek Wealth Management, LLC
- $159 Million
- Q4 2024
A detailed history of Birchcreek Wealth Management, LLC transactions in Vanguard Industrial ETF stock. As of the latest transaction made, Birchcreek Wealth Management, LLC holds 4,899 shares of VIS stock, worth $1.26 Million. This represents 0.79% of its overall portfolio holdings.
Number of Shares
4,899
Previous 5,036
2.72%
Holding current value
$1.26 Million
Previous $1.31 Million
4.81%
% of portfolio
0.79%
Previous 0.86%
Shares
17 transactions
Others Institutions Holding VIS
# of Institutions
538Shares Held
17.7MCall Options Held
2.2KPut Options Held
0-
Wealthfront Advisers LLC4.64MShares$1.2 Billion0.98% of portfolio
-
Bank Of America Corp Charlotte, NC4.15MShares$1.07 Billion0.09% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ878KShares$227 Million4.4% of portfolio
-
Morgan Stanley New York, NY725KShares$187 Million0.01% of portfolio
-
Beacon Capital Management, Inc.626KShares$162 Million7.13% of portfolio