Financial Perspectives, Inc Vanguard Consumer Discretionar Transaction History

Financial Perspectives, Inc

$288 Billion
Q3 2024

A detailed history of Financial Perspectives, Inc transactions in Vanguard Consumer Discretionar stock. As of the latest transaction made, Financial Perspectives, Inc holds 1,614 shares of VCR stock, worth $637,481. This represents 0.19% of its overall portfolio holdings.

Number of Shares

1,614

Previous 1,475 9.42%

Holding current value

$637,481

Previous $461 Million 19.28%

% of portfolio

0.19%

Previous 0.17%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 17, 2024	BUY	$291.88 - $341.94 $40,571 - $47,529	139 Added 9.42%	1,614 $550 Million
Q2 2024 Aug 09, 2024	BUY	$292.03 - $315.87 $25,698 - $27,796	88 Added 6.34%	1,475 $461 Million
Q1 2024 Apr 19, 2024	BUY	$292.25 - $318.12 $584 - $636	2 Added 0.14%	1,387 $441 Million
Q4 2023 Feb 01, 2024	SELL	$247.89 - $308.23 $5,949 - $7,397	-24 Reduced 1.7%	1,385 $422 Million
Q3 2023 Jan 09, 2024	BUY	$265.85 - $296.58 $14,355 - $16,015	54 Added 3.99%	1,409 $380 Million
Q2 2023 Jan 09, 2024	BUY	$243.5 - $283.2 $16,314 - $18,974	67 Added 5.2%	1,355 $384 Million
Q1 2023 Jan 09, 2024	BUY	$217.79 - $265.16 $61,416 - $74,775	282 Added 28.03%	1,288 $325 Million
Q4 2022 Jan 09, 2024	BUY	$213.95 - $246.49 $53,059 - $61,129	248 Added 32.72%	1,006 $220 Million
Q3 2022 Jan 09, 2024	BUY	$231.64 - $287.67 $17,604 - $21,862	76 Added 11.14%	758 $178 Million
Q2 2022 Jan 09, 2024	BUY	$222.74 - $312.09 $19,823 - $27,776	89 Added 15.01%	682 $155 Million
Q1 2022 Jan 09, 2024	BUY	$271.48 - $348.23 $21,175 - $27,161	78 Added 15.15%	593 $181 Million
Q4 2021 Jan 09, 2024	BUY	$309.2 - $355.63 $7,420 - $8,535	24 Added 4.89%	515 $175 Million
Q3 2021 Jan 09, 2024	BUY	$306.91 - $323.69 $19,642 - $20,716	64 Added 14.99%	491 $152 Million
Q2 2021 Jan 09, 2024	SELL	$292.51 - $314.88 $12.3 Million - $13.3 Million	-42,108 Reduced 99.0%	427 $134 Million
Q1 2021 Jan 09, 2024	BUY	$271.66 - $300.39 $11.6 Million - $12.8 Million	42,535 New	42,535 $144,000

Others Institutions Holding VCR

# of Institutions

516

Shares Held

14.5M

Call Options Held

9.5K

Put Options Held

6.3K

View Full List

About VANGUARD CONSUMER DISCRETIONAR

Ticker VCR
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Financial Perspectives, Inc Vanguard Consumer Discretionar Transaction History