Roi Financial Advisors, LLC Vanguard Consumer Staples ETF Transaction History
Roi Financial Advisors, LLC
- $147 Billion
- Q4 2024
A detailed history of Roi Financial Advisors, LLC transactions in Vanguard Consumer Staples ETF stock. As of the latest transaction made, Roi Financial Advisors, LLC holds 5,518 shares of VDC stock, worth $1.19 Million. This represents 0.79% of its overall portfolio holdings.
Number of Shares
5,518
Previous 5,499
0.35%
Holding current value
$1.19 Million
Previous $1.2 Billion
2.91%
% of portfolio
0.79%
Previous 0.83%
Shares
5 transactions
Others Institutions Holding VDC
# of Institutions
671Shares Held
15.8MCall Options Held
2.5KPut Options Held
0-
Bank Of America Corp Charlotte, NC3.44MShares$742 Million0.06% of portfolio
-
Wellspring Financial Advisors, LLC Cleveland, OH792KShares$171 Million0.16% of portfolio
-
Beacon Capital Management, Inc.714KShares$154 Million6.76% of portfolio
-
Lpl Financial LLC Fort Mill, SC704KShares$152 Million0.06% of portfolio
-
Morgan Stanley New York, NY618KShares$133 Million0.01% of portfolio