Castle Wealth Management LLC Vanguard Consumer Discretionar Transaction History
Castle Wealth Management LLC
- $183 Million
- Q4 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 $410,014. This represents 0.22% of its overall portfolio holdings.
Number of Shares
1,050
Previous 1,050
-0.0%
Holding current value
$410,014
Previous $357,000
10.36%
% of portfolio
0.22%
Previous 0.19%
Shares
1 transactions
Others Institutions Holding VCR
# of Institutions
528Shares Held
7.79MCall Options Held
9.5KPut Options Held
6.3K-
Bank Of America Corp Charlotte, NC1.39MShares$542 Million0.04% of portfolio
-
Jpmorgan Chase & CO New York, NY498KShares$195 Million0.01% of portfolio
-
Beacon Capital Management, Inc.479KShares$187 Million7.02% of portfolio
-
Ubs Group Ag388KShares$152 Million0.03% of portfolio
-
Morgan Stanley New York, NY364KShares$142 Million0.01% of portfolio