Hb Wealth Management, LLC Vanguard Consumer Discretionar Transaction History

Hb Wealth Management, LLC

$9.75 Billion
Q4 2024

A detailed history of Hb Wealth Management, LLC transactions in Vanguard Consumer Discretionar stock. As of the latest transaction made, Hb Wealth Management, LLC holds 3,650 shares of VCR stock, worth $1.28 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

3,650

Previous 3,662 0.33%

Holding current value

$1.28 Million

Previous $1.25 Million 9.95%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	SELL	$328.51 - $401.37 $3,942 - $4,816	-12 Reduced 0.33%	3,650 $1.37 Million
Q2 2024 Jul 26, 2024	SELL	$292.03 - $315.87 $47,308 - $51,170	-162 Reduced 4.24%	3,662 $1.14 Million
Q4 2023 Jan 16, 2024	SELL	$247.89 - $308.23 $44,620 - $55,481	-180 Reduced 4.5%	3,824 $1.16 Million
Q1 2023 Apr 13, 2023	SELL	$217.79 - $265.16 $12,849 - $15,644	-59 Reduced 1.45%	4,004 $1.01 Million
Q4 2022 Jan 20, 2023	BUY	$213.95 - $246.49 $427 - $492	2 Added 0.05%	4,063 $0
Q3 2022 Oct 19, 2022	BUY	$231.64 - $287.67 $940,690 - $1.17 Million	4,061 New	4,061 $955,000
Q1 2022 May 16, 2022	SELL	$271.48 - $348.23 $963,211 - $1.24 Million	-3,548 Closed	0 $0
Q4 2021 Feb 15, 2022	BUY	$309.2 - $355.63 $1.1 Million - $1.26 Million	3,548 New	3,548 $1.21 Million

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

Ticker VCR
Sector ETFs
Industry ETFs

More about VCR

Track This Portfolio

Portfolio Update

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

News

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

Account

Hb Wealth Management, LLC Vanguard Consumer Discretionar Transaction History