Vsm Wealth Advisory, LLC Vanguard Consumer Discretionar Transaction History

Vsm Wealth Advisory, LLC

$280 Billion
Q4 2024

A detailed history of Vsm Wealth Advisory, LLC transactions in Vanguard Consumer Discretionar stock. As of the latest transaction made, Vsm Wealth Advisory, LLC holds 66 shares of VCR stock, worth $24,967. This represents 0.01% of its overall portfolio holdings.

Number of Shares

Holding current value

$24,967

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 10, 2025	BUY	$328.51 - $401.37 $21,681 - $26,490	66 New	66 $24.8 Million

Others Institutions Holding VCR

# of Institutions

547

Shares Held

13.5M

Call Options Held

9.5K

Put Options Held

6.3K

Wealthfront Advisers LLC

5.57M
Shares

$2.11 Billion
1.74% of portfolio
Bank Of America Corp Charlotte, NC

1.39M
Shares

$525 Million
0.04% of portfolio
Jpmorgan Chase & CO New York, NY

498K
Shares

$189 Million
0.01% of portfolio
Beacon Capital Management, Inc.

453K
Shares

$171 Million
7.6% of portfolio
Ubs Group Ag

388K
Shares

$147 Million
0.03% of portfolio

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About VANGUARD CONSUMER DISCRETIONAR

Ticker VCR
Sector ETFs
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Vsm Wealth Advisory, LLC Vanguard Consumer Discretionar Transaction History