Confluence Wealth Services, Inc. Vanguard Consumer Discretionar Transaction History

Confluence Wealth Services, Inc.

  • $1.68 Billion
  • Q2 2025

A detailed history of Confluence Wealth Services, Inc. transactions in Vanguard Consumer Discretionar stock. As of the latest transaction made, Confluence Wealth Services, Inc. holds 1,023 shares of VCR stock, worth $397,466. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,023
Previous 1,039 1.54%
Holding current value
$397,466
Previous $338,000 9.47%
% of portfolio
0.02%
Previous 0.02%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 22, 2025
SELL
$290.42 - $364.35 $4,646 - $5,829
-16 Reduced 1.54%
1,023 $370,000
Q4 2024

Jan 27, 2025
BUY
$328.51 - $401.37 $657 - $802
2 Added 0.19%
1,039 $390,000
Q3 2024

Oct 29, 2024
SELL
$291.88 - $341.94 $65,089 - $76,252
-223 Reduced 17.7%
1,037 $353,000
Q1 2024

Apr 22, 2024
BUY
$292.25 - $318.12 $584 - $636
2 Added 0.16%
1,260 $400,000
Q4 2023

Jan 25, 2024
BUY
$247.89 - $308.23 $495 - $616
2 Added 0.16%
1,258 $383,000
Q3 2023

Nov 01, 2023
SELL
$265.85 - $296.58 $132,393 - $147,696
-498 Reduced 28.39%
1,256 $338,000
Q1 2023

May 11, 2023
SELL
$217.79 - $265.16 $6,969 - $8,485
-32 Reduced 1.79%
1,754 $442,000
Q4 2022

Feb 10, 2023
BUY
$213.95 - $246.49 $1,497 - $1,725
7 Added 0.39%
1,786 $391,000
Q2 2022

Aug 15, 2022
SELL
$222.74 - $312.09 $2,895 - $4,057
-13 Reduced 0.73%
1,779 $491,000
Q1 2022

Apr 26, 2022
SELL
$271.48 - $348.23 $59,454 - $76,262
-219 Reduced 10.89%
1,792 $547,000
Q4 2021

Feb 10, 2022
BUY
$309.2 - $355.63 $621,801 - $715,171
2,011 New
2,011 $685,000

Others Institutions Holding VCR

# of Institutions
580
Shares Held
8.94M
Call Options Held
21.9K
Put Options Held
8.1K
View Full List

About VANGUARD CONSUMER DISCRETIONAR

VCR Quotes by TradingView
  • Ticker VCR
  • Sector ETFs
  • Industry ETFs
More about VCR
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