Castle Wealth Management LLC Vanguard Consumer Discretionar Transaction History
Castle Wealth Management LLC
- $189 Million
- Q3 2024
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 $403,630. This represents 0.19% of its overall portfolio holdings.
Number of Shares
1,050
Previous 1,050
-0.0%
Holding current value
$403,630
Previous $327,000
9.17%
% of portfolio
0.19%
Previous 0.19%
Shares
1 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$2.55 Billion0.06% of portfolio
-
Bank Of America Corp Charlotte, NC1.39MShares$533 Million0.04% of portfolio
-
Jpmorgan Chase & CO New York, NY498KShares$192 Million0.01% of portfolio
-
Beacon Capital Management, Inc.479KShares$184 Million7.02% of portfolio
-
Ubs Group Ag388KShares$149 Million0.03% of portfolio