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 $306,022. This represents 0.15% of its overall portfolio holdings.

Number of Shares
860
Previous 610 40.98%
Holding current value
$306,022
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
553
Shares Held
7.82M
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
Track This Portfolio

Track Ivc Wealth Advisors LLC Portfolio

Follow Ivc Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Ivc Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email