Ifg Advisory, LLC Vanguard Consumer Discretionar Transaction History

Ifg Advisory, LLC

$1.54 Billion
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 30, 2024	BUY	$292.03 - $315.87 $340,214 - $367,988	1,165 New	1,165 $363,000
Q4 2023 Jan 17, 2024	SELL	$247.89 - $308.23 $11,898 - $14,795	-48 Reduced 3.84%	1,203 $366,000
Q3 2023 Nov 13, 2023	BUY	$265.85 - $296.58 $332,578 - $371,021	1,251 New	1,251 $336,000
Q1 2023 Apr 26, 2023	BUY	$217.79 - $265.16 $48,131 - $58,600	221 Added 22.44%	1,206 $304,000
Q4 2022 Jan 31, 2023	BUY	$213.95 - $246.49 $27,171 - $31,304	127 Added 14.8%	985 $215,000
Q3 2022 Oct 28, 2022	BUY	$231.64 - $287.67 $198,747 - $246,820	858 New	858 $201,000
Q2 2022 Aug 04, 2022	SELL	$222.74 - $312.09 $447,484 - $626,988	-2,009 Closed	0 $0
Q1 2022 May 04, 2022	BUY	$271.48 - $348.23 $545,403 - $699,594	2,009 New	2,009 $613,000

Others Institutions Holding VCR

# of Institutions

516

Shares Held

14.5M

Call Options Held

9.5K

Put Options Held

6.3K

International Assets Investment Management, LLC Orlando, FL

6.64M
Shares

$2.53 Billion
0.06% of portfolio
Bank Of America Corp Charlotte, NC

1.39M
Shares

$529 Million
0.04% of portfolio
Jpmorgan Chase & CO New York, NY

498K
Shares

$190 Million
0.01% of portfolio
Beacon Capital Management, Inc.

479K
Shares

$183 Million
7.02% of portfolio
Ubs Group Ag

388K
Shares

$148 Million
0.03% of portfolio

About VANGUARD CONSUMER DISCRETIONAR

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