True Wealth Advisors, LLC Vanguard Consumer Discretionar Transaction History
True Wealth Advisors, LLC
- $262 Million
- Q4 2024
A detailed history of True Wealth Advisors, LLC transactions in Vanguard Consumer Discretionar stock. As of the latest transaction made, True Wealth Advisors, LLC holds 619 shares of VCR stock, worth $234,167. This represents 0.09% of its overall portfolio holdings.
Number of Shares
619
Previous 619
-0.0%
Holding current value
$234,167
Previous $210,000
10.48%
% of portfolio
0.09%
Previous 0.08%
Shares
7 transactions
Others Institutions Holding VCR
# of Institutions
542Shares Held
13.5MCall Options Held
9.5KPut Options Held
6.3K-
Wealthfront Advisers LLC5.57MShares$2.11 Billion1.74% of portfolio
-
Bank Of America Corp Charlotte, NC1.39MShares$525 Million0.04% of portfolio
-
Jpmorgan Chase & CO New York, NY498KShares$189 Million0.01% of portfolio
-
Beacon Capital Management, Inc.479KShares$181 Million7.02% of portfolio
-
Ubs Group Ag388KShares$147 Million0.03% of portfolio