Laidlaw Wealth Management LLC Vanguard Consumer Discretionar Transaction History

Laidlaw Wealth Management LLC

$268 Million
Q4 2024

A detailed history of Laidlaw Wealth Management LLC transactions in Vanguard Consumer Discretionar stock. As of the latest transaction made, Laidlaw Wealth Management LLC holds 1,174 shares of VCR stock, worth $429,601. This represents 0.16% of its overall portfolio holdings.

Number of Shares

1,174

Previous 1,089 7.81%

Holding current value

$429,601

Previous $370,000 18.92%

% of portfolio

0.16%

Previous 0.2%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	BUY	$328.51 - $401.37 $27,923 - $34,116	85 Added 7.81%	1,174 $440,000
Q3 2024 Nov 12, 2024	BUY	$291.88 - $341.94 $17,220 - $20,174	59 Added 5.73%	1,089 $370,000
Q2 2024 Aug 01, 2024	BUY	$292.03 - $315.87 $7,008 - $7,580	24 Added 2.39%	1,030 $321,000
Q1 2024 May 15, 2024	BUY	$292.25 - $318.12 $17,827 - $19,405	61 Added 6.46%	1,006 $319,000
Q4 2023 Feb 12, 2024	SELL	$247.89 - $308.23 $6,445 - $8,013	-26 Reduced 2.68%	945 $287,000
Q3 2023 Nov 13, 2023	SELL	$265.85 - $296.58 $164,827 - $183,879	-620 Reduced 38.97%	971 $261,000
Q2 2023 Aug 11, 2023	SELL	$243.5 - $283.2 $1,948 - $2,265	-8 Reduced 0.5%	1,591 $450,000
Q1 2023 May 12, 2023	BUY	$217.79 - $265.16 $9,364 - $11,401	43 Added 2.76%	1,599 $403,000
Q4 2022 Feb 14, 2023	SELL	$213.95 - $246.49 $1.09 Million - $1.26 Million	-5,095 Reduced 76.61%	1,556 $340,000
Q3 2022 Nov 14, 2022	BUY	$231.64 - $287.67 $328,465 - $407,916	1,418 Added 27.1%	6,651 $1.56 Million
Q2 2022 Aug 12, 2022	BUY	$222.74 - $312.09 $32,520 - $45,565	146 Added 2.87%	5,233 $1.19 Million
Q1 2022 May 12, 2022	SELL	$271.48 - $348.23 $319,803 - $410,214	-1,178 Reduced 18.8%	5,087 $1.55 Million
Q4 2021 Feb 14, 2022	SELL	$309.2 - $355.63 $42,978 - $49,432	-139 Reduced 2.17%	6,265 $2.13 Million
Q3 2021 Nov 12, 2021	BUY	$306.91 - $323.69 $90,845 - $95,812	296 Added 4.85%	6,404 $1.99 Million
Q2 2021 Aug 13, 2021	BUY	$292.51 - $314.88 $575,659 - $619,683	1,968 Added 47.54%	6,108 $1.92 Million
Q1 2021 May 17, 2021	BUY	$271.66 - $300.39 $520,228 - $575,246	1,915 Added 86.07%	4,140 $1.22 Million
Q4 2020 Feb 16, 2021	BUY	$229.12 - $275.61 $261,884 - $315,022	1,143 Added 105.64%	2,225 $612,000
Q3 2020 Nov 16, 2020	BUY	$202.32 - $250.9 $218,910 - $271,473	1,082 New	1,082 $254,000

Others Institutions Holding VCR

# of Institutions

564

Shares Held

13.5M

Call Options Held

14.7K

Put Options Held

15.3K

View Full List

About VANGUARD CONSUMER DISCRETIONAR

Ticker VCR
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Laidlaw Wealth Management LLC Vanguard Consumer Discretionar Transaction History