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 $1.22 Million. This represents 0.79% of its overall portfolio holdings.

Number of Shares

5,518

Previous 5,499 0.35%

Holding current value

$1.22 Million

Previous $1.2 Billion 2.91%

% of portfolio

0.79%

Previous 0.83%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	BUY	$210.96 - $223.62 $4,008 - $4,248	19 Added 0.35%	5,518 $1.17 Billion
Q3 2024 Nov 05, 2024	BUY	$201.77 - $221.32 $2,623 - $2,877	13 Added 0.24%	5,499 $1.2 Billion
Q2 2024 Aug 09, 2024	SELL	$194.57 - $209.07 $2,723 - $2,926	-14 Reduced 0.25%	5,486 $1.14 Billion
Q1 2024 May 13, 2024	SELL	$189.57 - $204.14 $30,141 - $32,458	-159 Reduced 2.81%	5,500 $1.12 Billion
Q4 2023 Feb 13, 2024	BUY	$175.13 - $191.99 $991,060 - $1.09 Million	5,659 New	5,659 $1.08 Billion

Others Institutions Holding VDC

# of Institutions

665

Shares Held

15.9M

Call Options Held

2.5K

Put Options Held

View Full List

About VANGUARD CONSUMER STAPLES ETF

Ticker VDC
Sector ETFs
Industry ETFs

More about VDC

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Roi Financial Advisors, LLC Vanguard Consumer Staples ETF Transaction History