A detailed history of Charles Schwab Investment Management Inc transactions in Vintage Wine Estates, Inc. stock. As of the latest transaction made, Charles Schwab Investment Management Inc holds 29,567 shares of VWE stock, worth $4,139. This represents 0.0% of its overall portfolio holdings.

Number of Shares
29,567
Previous 29,567 -0.0%
Holding current value
$4,139
Previous $14,000 28.57%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 09, 2023

SELL
$0.86 - $1.41 $37,777 - $61,937
-43,927 Reduced 59.77%
29,567 $25,000
Q1 2023

May 11, 2023

SELL
$0.98 - $3.34 $13,588 - $46,312
-13,866 Reduced 15.87%
73,494 $78,000
Q4 2022

Feb 13, 2023

BUY
$2.14 - $3.91 $5,966 - $10,901
2,788 Added 3.3%
87,360 $284,000
Q3 2022

Nov 14, 2022

SELL
$0.9 - $7.78 $405 - $3,501
-450 Reduced 0.53%
84,572 $235,000
Q2 2022

Aug 15, 2022

BUY
$7.56 - $11.0 $544,025 - $791,571
71,961 Added 550.96%
85,022 $669,000
Q3 2021

Nov 16, 2021

BUY
$9.02 - $11.88 $117,810 - $155,164
13,061 New
13,061 $134,000

Others Institutions Holding VWE

About Vintage Wine Estates, Inc.


  • Ticker VWE
  • Exchange NASDAQ
  • Sector Consumer Defensive
  • Industry Beverages—Wineries & Distilleries
  • Shares Outstandng 61,691,100
  • Market Cap $8.64M
  • Description
  • Vintage Wine Estates, Inc. produces and sells wines and craft spirits in the United States, Canada, and internationally. The company offers its products under the Layer Cake, Firesteed, Bar Dog, Middle Sister, Cherry Pie, Cartlidge & Browne, GAZE Wine Cocktails, Girard, Clos Pegase, Laetitia Vineyard and Winery, Swanson Vineyards, Kunde Fami...
More about VWE
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