Nvest Financial, LLC Vanguard Consumer Discretionar Transaction History

Nvest Financial, LLC

$177 Million
Q2 2025

A detailed history of Nvest Financial, LLC transactions in Vanguard Consumer Discretionar stock. As of the latest transaction made, Nvest Financial, LLC holds 1,885 shares of VCR stock, worth $699,617. This represents 0.39% of its overall portfolio holdings.

Number of Shares

1,885

Previous 2,004 5.94%

Holding current value

$699,617

Previous $652,000 4.6%

% of portfolio

0.39%

Previous 0.37%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 28, 2025	SELL	$290.42 - $364.35 $34,559 - $43,357	-119 Reduced 5.94%	1,885 $682,000
Q1 2025 Apr 23, 2025	SELL	$318.51 - $391.75 $713,462 - $877,520	-2,240 Reduced 52.78%	2,004 $652,000
Q4 2024 Jan 22, 2025	SELL	$328.51 - $401.37 $13,468 - $16,456	-41 Reduced 0.96%	4,244 $1.59 Million
Q3 2024 Oct 09, 2024	SELL	$291.88 - $341.94 $2.32 Million - $2.72 Million	-7,950 Reduced 64.98%	4,285 $1.46 Million
Q2 2024 Jul 19, 2024	SELL	$292.03 - $315.87 $70,963 - $76,756	-243 Reduced 1.95%	12,235 $3.82 Million
Q1 2024 Apr 18, 2024	BUY	$292.25 - $318.12 $707,245 - $769,850	2,420 Added 24.06%	12,478 $3.96 Million
Q4 2023 Jan 22, 2024	BUY	$247.89 - $308.23 $537,425 - $668,242	2,168 Added 27.48%	10,058 $3.06 Million
Q3 2023 Oct 13, 2023	BUY	$265.85 - $296.58 $2.1 Million - $2.34 Million	7,890 New	7,890 $2.13 Million

Others Institutions Holding VCR

# of Institutions

570

Shares Held

9.13M

Call Options Held

26.7K

Put Options Held

12.8K

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About VANGUARD CONSUMER DISCRETIONAR

Ticker VCR
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Nvest Financial, LLC Vanguard Consumer Discretionar Transaction History