Nvest Financial, LLC Vanguard Consumer Staples ETF Transaction History
Nvest Financial, LLC
- $169 Million
- Q3 2024
A detailed history of Nvest Financial, LLC transactions in Vanguard Consumer Staples ETF stock. As of the latest transaction made, Nvest Financial, LLC holds 8,175 shares of VDC stock, worth $1.75 Million. This represents 1.06% of its overall portfolio holdings.
Number of Shares
8,175
Previous 1,801
353.91%
Holding current value
$1.75 Million
Previous $365,000
389.32%
% of portfolio
1.06%
Previous 0.23%
Shares
2 transactions
Others Institutions Holding VDC
# of Institutions
633Shares Held
15.2MCall Options Held
1.9KPut Options Held
3K-
Bank Of America Corp Charlotte, NC3.4MShares$728 Million0.06% of portfolio
-
Wellspring Financial Advisors, LLC Cleveland, OH792KShares$170 Million0.18% of portfolio
-
Beacon Capital Management, Inc.731KShares$157 Million6.88% of portfolio
-
Lpl Financial LLC Fort Mill, SC689KShares$148 Million0.07% of portfolio
-
Morgan Stanley New York, NY657KShares$141 Million0.01% of portfolio