Mutual Advisors, LLC Vanguard Consumer Discretionar Transaction History

Mutual Advisors, LLC

$3.5 Billion
Q3 2024

Shares

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 11, 2023	BUY	$217.79 - $265.16 $194,050 - $236,257	891 New	891 $225,000
Q2 2022 Aug 15, 2022	SELL	$222.74 - $312.09 $13,364 - $18,725	-60 Reduced 6.31%	891 $203,000
Q1 2022 May 09, 2022	BUY	$271.48 - $348.23 $5,429 - $6,964	20 Added 2.15%	951 $290,000
Q2 2021 Aug 12, 2021	BUY	$292.51 - $314.88 $12,285 - $13,224	42 Added 4.72%	931 $292,000
Q1 2021 May 13, 2021	SELL	$271.66 - $300.39 $6,791 - $7,509	-25 Reduced 2.74%	889 $263,000
Q4 2020 Feb 11, 2021	SELL	$229.12 - $275.61 $26,348 - $31,695	-115 Reduced 11.18%	914 $252,000
Q3 2020 Nov 13, 2020	SELL	$202.32 - $250.9 $21,243 - $26,344	-105 Reduced 9.26%	1,029 $241,000
Q2 2020 Aug 05, 2020	SELL	$136.25 - $207.41 $76,300 - $116,149	-560 Reduced 33.06%	1,134 $227,000
Q1 2020 May 13, 2020	SELL	$127.14 - $204.46 $6,102 - $9,814	-48 Reduced 2.76%	1,694 $246,000
Q4 2019 Feb 11, 2020	BUY	$175.19 - $190.6 $90,573 - $98,540	517 Added 42.2%	1,742 $330,000
Q2 2019 Aug 15, 2019	SELL	N/A	-419 Reduced 25.49%	1,225 $220,000
Q1 2019 May 15, 2019	BUY	N/A	52 Added 3.27%	1,644 $283,000
Q4 2018 Feb 15, 2019	SELL	N/A	-261 Reduced 14.09%	1,592 $240,000
Q1 2018 May 11, 2018	SELL	N/A	-35 Reduced 1.85%	1,853 $294,000
Q4 2017 Feb 12, 2018	BUY	N/A	1,888	1,888 $294,000

Others Institutions Holding VCR

# of Institutions

512

Shares Held

14.4M

Call Options Held

9.5K

Put Options Held

6.3K

International Assets Investment Management, LLC Orlando, FL

6.64M
Shares

$2.39 Billion
0.06% of portfolio
Bank Of America Corp Charlotte, NC

1.39M
Shares

$498 Million
0.04% of portfolio
Jpmorgan Chase & CO New York, NY

498K
Shares

$179 Million
0.01% of portfolio
Beacon Capital Management, Inc.

479K
Shares

$172 Million
7.02% of portfolio
Ubs Group Ag

388K
Shares

$140 Million
0.03% of portfolio

About VANGUARD CONSUMER DISCRETIONAR

Ticker VCR
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

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

News

Stay updated on Mutual Advisors, LLC with notifications on news.