Birchcreek Wealth Management, LLC Vanguard Consumer Discretionar Transaction History

Birchcreek Wealth Management, LLC

$159 Million
Q4 2024

A detailed history of Birchcreek Wealth Management, LLC transactions in Vanguard Consumer Discretionar stock. As of the latest transaction made, Birchcreek Wealth Management, LLC holds 1,311 shares of VCR stock, worth $427,556. This represents 0.31% of its overall portfolio holdings.

Number of Shares

1,311

Previous 1,334 1.72%

Holding current value

$427,556

Previous $454,000 8.37%

% of portfolio

0.31%

Previous 0.3%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	SELL	$328.51 - $401.37 $7,555 - $9,231	-23 Reduced 1.72%	1,311 $492,000
Q1 2024 Apr 29, 2024	BUY	$292.25 - $318.12 $17,535 - $19,087	60 Added 4.71%	1,334 $423,000
Q2 2023 Jul 20, 2023	BUY	$243.5 - $283.2 $310,219 - $360,796	1,274 New	1,274 $360,000
Q4 2021 Feb 09, 2022	SELL	$309.2 - $355.63 $211,183 - $242,895	-683 Closed	0 $0
Q3 2021 Nov 16, 2021	BUY	$306.91 - $323.69 $11,662 - $12,300	38 Added 5.89%	683 $212,000
Q2 2021 Aug 16, 2021	BUY	$292.51 - $314.88 $188,668 - $203,097	645 New	645 $203,000
Q1 2021 May 17, 2021	SELL	$271.66 - $300.39 $170,874 - $188,945	-629 Closed	0 $0
Q4 2020 Jan 28, 2021	BUY	$229.12 - $275.61 $144,116 - $173,358	629 New	629 $173,000

Others Institutions Holding VCR

# of Institutions

565

Shares Held

7.97M

Call Options Held

14.7K

Put Options Held

15.3K

View Full List

About VANGUARD CONSUMER DISCRETIONAR

Ticker VCR
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Birchcreek Wealth Management, LLC Vanguard Consumer Discretionar Transaction History