Wealthpoint, LLC Vanguard Consumer Discretionar Transaction History

Wealthpoint, LLC

$247 Million
Q3 2023

A detailed history of Wealthpoint, LLC transactions in Vanguard Consumer Discretionar stock. As of the latest transaction made, Wealthpoint, LLC holds 1,441 shares of VCR stock, worth $554,799. This represents 0.16% of its overall portfolio holdings.

Number of Shares

1,441

Previous 1,381 4.34%

Holding current value

$554,799

Previous $391,000 0.77%

% of portfolio

0.16%

Previous 0.14%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 12, 2023	BUY	$265.85 - $296.58 $15,951 - $17,794	60 Added 4.34%	1,441 $388,000
Q2 2023 Jul 24, 2023	BUY	$243.5 - $283.2 $33,116 - $38,515	136 Added 10.92%	1,381 $391,000
Q1 2023 Apr 20, 2023	BUY	$217.79 - $265.16 $25,263 - $30,758	116 Added 10.27%	1,245 $314,000
Q4 2022 Jan 24, 2023	BUY	$213.95 - $246.49 $213 - $246	1 Added 0.09%	1,129 $0
Q3 2022 Oct 18, 2022	BUY	$231.64 - $287.67 $10,887 - $13,520	47 Added 4.35%	1,128 $265,000
Q2 2022 Jul 18, 2022	BUY	$222.74 - $312.09 $4,232 - $5,929	19 Added 1.79%	1,081 $246,000
Q1 2022 Apr 27, 2022	BUY	$271.48 - $348.23 $17,103 - $21,938	63 Added 6.31%	1,062 $324,000
Q4 2021 Feb 11, 2022	BUY	$309.2 - $355.63 $308,890 - $355,274	999 New	999 $340,000

Others Institutions Holding VCR

# of Institutions

519

Shares Held

7.77M

Call Options Held

9.5K

Put Options Held

6.3K

View Full List

About VANGUARD CONSUMER DISCRETIONAR

Ticker VCR
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