Venturi Wealth Management, LLC Vanguard Consumer Staples ETF Transaction History
Venturi Wealth Management, LLC
- $1.88 Billion
- Q4 2024
A detailed history of Venturi Wealth Management, LLC transactions in Vanguard Consumer Staples ETF stock. As of the latest transaction made, Venturi Wealth Management, LLC holds 36 shares of VDC stock, worth $8,096. This represents 0.0% of its overall portfolio holdings.
Number of Shares
36
Previous 46
21.74%
Holding current value
$8,096
Previous $10,000
30.0%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding VDC
# of Institutions
666Shares Held
15.8MCall Options Held
2.5KPut Options Held
0-
Bank Of America Corp Charlotte, NC3.44MShares$774 Million0.06% of portfolio
-
Wellspring Financial Advisors, LLC Cleveland, OH792KShares$178 Million0.16% of portfolio
-
Beacon Capital Management, Inc.714KShares$161 Million6.76% of portfolio
-
Lpl Financial LLC Fort Mill, SC704KShares$158 Million0.06% of portfolio
-
Morgan Stanley New York, NY618KShares$139 Million0.01% of portfolio