Ivc Wealth Advisors LLC Vanguard Consumer Discretionar Transaction History

Ivc Wealth Advisors LLC

  • $184 Million
  • Q1 2025

A detailed history of Ivc Wealth Advisors LLC transactions in Vanguard Consumer Discretionar stock. As of the latest transaction made, Ivc Wealth Advisors LLC holds 860 shares of VCR stock, worth $313,341. This represents 0.15% of its overall portfolio holdings.

Number of Shares
860
Previous 610 40.98%
Holding current value
$313,341
Previous $228,000 22.81%
% of portfolio
0.15%
Previous 0.13%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 08, 2025
BUY
$318.51 - $391.75 $79,627 - $97,937
250 Added 40.98%
860 $280,000
Q3 2024

Oct 24, 2024
BUY
$291.88 - $341.94 $178,046 - $208,583
610 New
610 $207,000
Q4 2023

Jan 10, 2024
BUY
$247.89 - $308.23 $177,241 - $220,384
715 New
715 $217,000
Q2 2023

Jul 13, 2023
BUY
$243.5 - $283.2 $174,102 - $202,488
715 New
715 $202,000
Q2 2022

Jul 11, 2022
SELL
$222.74 - $312.09 $151,463 - $212,221
-680 Closed
0 $0
Q1 2022

Apr 27, 2022
BUY
$271.48 - $348.23 $8,144 - $10,446
30 Added 4.62%
680 $208,000
Q3 2021

Oct 08, 2021
BUY
$306.91 - $323.69 $199,491 - $210,398
650 New
650 $201,000

Others Institutions Holding VCR

# of Institutions
555
Shares Held
7.83M
Call Options Held
25.4K
Put Options Held
13.9K
View Full List

About VANGUARD CONSUMER DISCRETIONAR

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