Concentric Wealth Management, LLC Vanguard Consumer Discretionar Transaction History
Concentric Wealth Management, LLC
- $473 Million
- Q3 2024
A detailed history of Concentric Wealth Management, LLC transactions in Vanguard Consumer Discretionar stock. As of the latest transaction made, Concentric Wealth Management, LLC holds 700 shares of VCR stock, worth $273,077. This represents 0.05% of its overall portfolio holdings.
Number of Shares
700
Previous 700
-0.0%
Holding current value
$273,077
Previous $218,000
9.17%
% of portfolio
0.05%
Previous 0.06%
Shares
1 transactions
Others Institutions Holding VCR
# of Institutions
523Shares Held
7.76MCall Options Held
9.5KPut Options Held
6.3K-
Bank Of America Corp Charlotte, NC1.39MShares$541 Million0.04% of portfolio
-
Jpmorgan Chase & CO New York, NY498KShares$194 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