Bordeaux Wealth Advisors LLC Vanguard Consumer Discretionar Transaction History
Bordeaux Wealth Advisors LLC
- $551 Million
- Q3 2024
A detailed history of Bordeaux Wealth Advisors LLC transactions in Vanguard Consumer Discretionar stock. As of the latest transaction made, Bordeaux Wealth Advisors LLC holds 9,794 shares of VCR stock, worth $3.84 Million. This represents 0.61% of its overall portfolio holdings.
Number of Shares
9,794
Previous 9,786
0.08%
Holding current value
$3.84 Million
Previous $3.06 Million
9.1%
% of portfolio
0.61%
Previous 0.58%
Shares
2 transactions
Others Institutions Holding VCR
# of Institutions
516Shares Held
14.5MCall Options Held
9.5KPut Options Held
6.3K-
International Assets Investment Management, LLC Orlando, FL6.64MShares$2.6 Billion0.06% of portfolio
-
Bank Of America Corp Charlotte, NC1.39MShares$544 Million0.04% of portfolio
-
Jpmorgan Chase & CO New York, NY498KShares$196 Million0.01% of portfolio
-
Beacon Capital Management, Inc.479KShares$188 Million7.02% of portfolio
-
Ubs Group Ag388KShares$152 Million0.03% of portfolio