Castle Wealth Management LLC Vanguard Consumer Discretionar Transaction History
Castle Wealth Management LLC
- $214 Million
- Q3 2025
A detailed history of Castle Wealth Management LLC transactions in Vanguard Consumer Discretionar stock. As of the latest transaction made, Castle Wealth Management LLC holds 1,050 shares of VCR stock, worth $398,737. This represents 0.19% of its overall portfolio holdings.
Number of Shares
1,050
Previous 1,050
-0.0%
Holding current value
$398,737
Previous $380,000
9.21%
% of portfolio
0.19%
Previous 0.2%
Shares
1 transactions
Others Institutions Holding VCR
# of Institutions
604Shares Held
8.02MCall Options Held
14.9KPut Options Held
5K-
Bank Of America Corp Charlotte, NC1.47MShares$558 Million0.04% of portfolio
-
Jpmorgan Chase & CO New York, NY464KShares$176 Million0.01% of portfolio
-
Morgan Stanley New York, NY385KShares$146 Million0.01% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ366KShares$139 Million2.23% of portfolio
-
Wells Fargo & Company San Francisco, CA359KShares$136 Million0.03% of portfolio