Latest Institutional Transactions on Vanguard Consumer Discretionar (VCR)
This table provides information on the latest institutional transactions involving Vanguard Consumer Discretionar (VCR) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
400New |
$85.6K - $98.6K
|
400
$147K
|
|
Feb 07, 2023
Q4 2022
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
2New |
$428 - $493
|
2
$735
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
115New |
$24.6K - $28.3K
|
115
$42.2K
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-20- 33.33% |
$4.28K - $4.93K
|
40
$14.7K
|
|
Feb 01, 2023
Q4 2022
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
1.09K+ 78.26% |
$233K - $268K
|
2.48K
$909K
|
|
Jan 31, 2023
Q4 2022
|
Canal Capital Management, LLC
|
BUY
|
- |
8.73KNew |
$1.87M - $2.15M
|
8.73K
$3.21M
|
|
Jan 30, 2023
Q4 2022
|
James Investment Research Inc
|
SELL
|
- |
-5- 41.67% |
$1.07K - $1.23K
|
7
$2.57K
|
|
Jan 30, 2023
Q4 2022
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
1New |
$214 - $246
|
1
$367
|
|
Jan 30, 2023
Q4 2022
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-99- 5.32% |
$21.2K - $24.4K
|
1.76K
$648K
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
3New |
$642 - $739
|
3
$1.1K
|
|
Jan 27, 2023
Q4 2022
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
3.4K+ 12.51% |
$728K - $839K
|
30.6K
$11.2M
|
|
Jan 26, 2023
Q4 2022
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
21KNew |
$4.5M - $5.18M
|
21K
$7.73M
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
3+ 0.61% |
$642 - $739
|
496
$182K
|
|
Jan 23, 2023
Q4 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-70- 1.94% |
$15K - $17.3K
|
3.53K
$1.3M
|
|
Jan 20, 2023
Q4 2022
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
1.04KNew |
$223K - $256K
|
1.04K
$382K
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
62New |
$13.3K - $15.3K
|
62
$22.8K
|
|
Jan 17, 2023
Q4 2022
|
Harrison & CO Wealth Management, LLC
|
BUY
|
- |
860+ 25.6% |
$184K - $212K
|
4.22K
$1.55M
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
10New |
$2.14K - $2.46K
|
10
$3.67K
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
8New |
$1.71K - $1.97K
|
8
$2.94K
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
61New |
$13.1K - $15K
|
61
$22.4K
|
|
Jan 10, 2023
Q4 2022
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
190New |
$40.7K - $46.8K
|
190
$69.8K
|
|
Q3 2022 | |||||||
Nov 15, 2022
Q3 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-28- 77.78% |
$6.49K - $8.05K
|
8
$2.94K
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-3.7KClosed |
$857K - $1.06M
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
278+ 1.58% |
$64.4K - $80K
|
17.8K
$6.55M
|
|
Nov 14, 2022
Q3 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.36KNew |
$315K - $392K
|
1.36K
$500K
|
|
Nov 14, 2022
Q3 2022
|
Crewe Advisors LLC
|
BUY
|
- |
133New |
$30.8K - $38.3K
|
133
$48.9K
|
|
Nov 14, 2022
Q3 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-175- 58.33% |
$40.5K - $50.3K
|
125
$45.9K
|
|
Nov 14, 2022
Q3 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-130- 39.39% |
$30.1K - $37.4K
|
200
$73.5K
|
|
Nov 14, 2022
Q3 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
1.1KNew |
$255K - $316K
|
1.1K
$404K
|
|
Nov 14, 2022
Q3 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
79New |
$18.3K - $22.7K
|
79
$29K
|
|
Nov 14, 2022
Q3 2022
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
1.06K+ 61.99% |
$246K - $305K
|
2.77K
$1.02M
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
PUT |
100New |
$23.2K - $28.8K
|
100
$36.7K
|
|
Nov 10, 2022
Q3 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
31New |
$7.18K - $8.92K
|
31
$11.4K
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
1.69K+ 14.55% |
$391K - $485K
|
13.3K
$4.88M
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
1.48K+ 10.75% |
$343K - $426K
|
15.3K
$5.6M
|
|
Nov 01, 2022
Q3 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
PUT |
12.5K+ 55.56% |
$2.9M - $3.6M
|
35K
$12.9M
|
|
Oct 28, 2022
Q3 2022
|
Bell Rock Capital LLC
|
BUY
|
- |
1.45KNew |
$336K - $418K
|
1.45K
$533K
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-23- 0.88% |
$5.33K - $6.62K
|
2.6K
$955K
|
|
Oct 27, 2022
Q3 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
8+ 0.6% |
$1.85K - $2.3K
|
1.35K
$495K
|
|
Oct 27, 2022
Q3 2022
|
Avitas Wealth Management LLC
|
BUY
|
- |
2.26K+ 3.74% |
$522K - $649K
|
62.5K
$23M
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
2New |
$463 - $575
|
2
$735
|
|
Oct 26, 2022
Q3 2022
|
Parsons Capital Management Inc
|
SELL
|
- |
-51- 5.15% |
$11.8K - $14.7K
|
940
$345K
|
|
Oct 25, 2022
Q3 2022
|
Sonata Capital Group Inc
|
BUY
|
- |
875New |
$203K - $252K
|
875
$321K
|
|
Oct 21, 2022
Q3 2022
|
Morgan Jess S & CO Inc
|
BUY
|
- |
19+ 0.13% |
$4.4K - $5.47K
|
14.3K
$5.27M
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-29- 42.65% |
$6.72K - $8.34K
|
39
$14.3K
|
|
Oct 19, 2022
Q3 2022
|
Fny Investment Advisers, LLC
|
BUY
|
- |
600New |
$139K - $173K
|
600
$220K
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
76New |
$17.6K - $21.9K
|
76
$27.9K
|
|
Oct 18, 2022
Q3 2022
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-7- 23.33% |
$1.62K - $2.01K
|
23
$8.45K
|
|
Oct 17, 2022
Q3 2022
|
Capital Advisors Inc
|
SELL
|
- |
-850- 24.67% |
$197K - $245K
|
2.6K
$953K
|
|
Oct 06, 2022
Q3 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.13KNew |
$262K - $325K
|
1.13K
$415K
|