Arkadios Wealth Advisors Vanguard Consumer Discretionar Transaction History

Arkadios Wealth Advisors

$1.71 Billion
Q4 2024

A detailed history of Arkadios Wealth Advisors transactions in Vanguard Consumer Discretionar stock. As of the latest transaction made, Arkadios Wealth Advisors holds 799 shares of VCR stock, worth $244,613. This represents 0.02% of its overall portfolio holdings.

Number of Shares

799

Previous 798 0.13%

Holding current value

$244,613

Previous $271,000 10.33%

% of portfolio

0.02%

Previous 0.02%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	BUY	$328.51 - $401.37 $328 - $401	1 Added 0.13%	799 $299,000
Q3 2024 Oct 24, 2024	BUY	$291.88 - $341.94 $6,713 - $7,864	23 Added 2.97%	798 $271,000
Q2 2024 Jul 29, 2024	SELL	$292.03 - $315.87 $70,379 - $76,124	-241 Reduced 23.72%	775 $242,000
Q1 2024 Apr 30, 2024	SELL	$292.25 - $318.12 $9,936 - $10,816	-34 Reduced 3.24%	1,016 $322,000
Q4 2023 Jan 24, 2024	SELL	$247.89 - $308.23 $51,809 - $64,420	-209 Reduced 16.6%	1,050 $319,000
Q3 2023 Oct 13, 2023	BUY	$265.85 - $296.58 $2,658 - $2,965	10 Added 0.8%	1,259 $339,000
Q2 2023 Jul 26, 2023	BUY	$243.5 - $283.2 $304,131 - $353,716	1,249 New	1,249 $353,000
Q1 2022 May 02, 2022	SELL	$271.48 - $348.23 $177,004 - $227,045	-652 Closed	0 $0
Q4 2021 Feb 03, 2022	BUY	$309.2 - $355.63 $73,280 - $84,284	237 Added 57.11%	652 $222,000
Q3 2021 Oct 19, 2021	BUY	$306.91 - $323.69 $16,880 - $17,802	55 Added 15.28%	415 $128,000
Q2 2021 Jul 28, 2021	BUY	$292.51 - $314.88 $105,303 - $113,356	360 New	360 $113,000

Others Institutions Holding VCR

# of Institutions

560

Shares Held

7.92M

Call Options Held

14.7K

Put Options Held

15.3K

View Full List

About VANGUARD CONSUMER DISCRETIONAR

Ticker VCR
Sector ETFs
Industry ETFs

More about VCR

Track This Portfolio

Portfolio Update

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

News

Stay updated on Arkadios Wealth Advisors with notifications on news.

Account

Arkadios Wealth Advisors Vanguard Consumer Discretionar Transaction History