Evolution Wealth Advisors, LLC Vanguard Consumer Discretionar Transaction History

Evolution Wealth Advisors, LLC

$582 Million
Q1 2025

A detailed history of Evolution Wealth Advisors, LLC transactions in Vanguard Consumer Discretionar stock. As of the latest transaction made, Evolution Wealth Advisors, LLC holds 1,275 shares of VCR stock, worth $478,137. This represents 0.07% of its overall portfolio holdings.

Number of Shares

1,275

Previous 1,243 2.57%

Holding current value

$478,137

Previous $466,000 10.94%

% of portfolio

0.07%

Previous 0.08%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	BUY	$318.51 - $391.75 $10,192 - $12,536	32 Added 2.57%	1,275 $415,000
Q2 2024 Jul 18, 2024	SELL	$292.03 - $315.87 $1,460 - $1,579	-5 Reduced 0.4%	1,243 $388,000
Q1 2023 May 02, 2023	SELL	$217.79 - $265.16 $60,981 - $74,244	-280 Reduced 18.32%	1,248 $315,000
Q4 2022 Feb 07, 2023	SELL	$213.95 - $246.49 $121,951 - $140,499	-570 Reduced 27.17%	1,528 $334,000
Q3 2022 Nov 01, 2022	SELL	$231.64 - $287.67 $1.56 Million - $1.94 Million	-6,732 Reduced 76.24%	2,098 $493,000
Q2 2022 Aug 02, 2022	BUY	$222.74 - $312.09 $1.97 Million - $2.76 Million	8,830 New	8,830 $2.01 Million
Q1 2019 May 09, 2019	SELL	N/A	-235 Closed	0 $0
Q4 2018 Jan 29, 2019	BUY	N/A	235 New	235 $35,000

Others Institutions Holding VCR

# of Institutions

562

Shares Held

8.2M

Call Options Held

25.4K

Put Options Held

13.9K

View Full List

About VANGUARD CONSUMER DISCRETIONAR

Ticker VCR
Sector ETFs
Industry ETFs

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Evolution Wealth Advisors, LLC Vanguard Consumer Discretionar Transaction History