Concentric Wealth Management, LLC Vanguard Consumer Discretionar Transaction History

Concentric Wealth Management, LLC

  • $473 Million
  • Q3 2024

A detailed history of Concentric Wealth Management, LLC transactions in Vanguard Consumer Discretionar stock. As of the latest transaction made, Concentric Wealth Management, LLC holds 700 shares of VCR stock, worth $227,528. This represents 0.05% of its overall portfolio holdings.

Number of Shares
700
Previous 700 -0.0%
Holding current value
$227,528
Previous $218,000 9.17%
% of portfolio
0.05%
Previous 0.06%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 08, 2024
BUY
$292.25 - $318.12 $204,575 - $222,684
700 New
700 $222,000

Others Institutions Holding VCR

# of Institutions
566
Shares Held
13.5M
Call Options Held
14.7K
Put Options Held
15.3K
View Full List

About VANGUARD CONSUMER DISCRETIONAR

VCR Quotes by TradingView
  • Ticker VCR
  • Sector ETFs
  • Industry ETFs
More about VCR
Track This Portfolio

Track Concentric Wealth Management, LLC Portfolio

Follow Concentric Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Concentric Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Concentric Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email