Mittelman Wealth Management Vanguard Consumer Discretionar Transaction History
Mittelman Wealth Management
- $107 Billion
- Q4 2024
A detailed history of Mittelman Wealth Management transactions in Vanguard Consumer Discretionar stock. As of the latest transaction made, Mittelman Wealth Management holds 1,443 shares of VCR stock, worth $469,032. This represents 0.5% of its overall portfolio holdings.
Number of Shares
1,443
Previous 1,443
-0.0%
Holding current value
$469,032
Previous $491 Million
10.25%
% of portfolio
0.5%
Previous 0.28%
Shares
2 transactions
Others Institutions Holding VCR
# of Institutions
566Shares Held
13.5MCall Options Held
14.7KPut Options Held
15.3K-
Wealthfront Advisers LLC5.57MShares$1.81 Billion1.74% of portfolio
-
Bank Of America Corp Charlotte, NC1.39MShares$451 Million0.04% of portfolio
-
Jpmorgan Chase & CO New York, NY485KShares$158 Million0.01% of portfolio
-
Beacon Capital Management, Inc.453KShares$147 Million7.6% of portfolio
-
Ubs Group Ag377KShares$123 Million0.03% of portfolio