Joule Financial, LLC Vanguard Consumer Discretionar Transaction History

Joule Financial, LLC

$280 Million
Q4 2024

A detailed history of Joule Financial, LLC transactions in Vanguard Consumer Discretionar stock. As of the latest transaction made, Joule Financial, LLC holds 6,705 shares of VCR stock, worth $2.19 Million. This represents 0.9% of its overall portfolio holdings.

Number of Shares

6,705

Previous 6,676 0.43%

Holding current value

$2.19 Million

Previous $2.27 Million 10.69%

% of portfolio

0.9%

Previous 0.83%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	BUY	$328.51 - $401.37 $9,526 - $11,639	29 Added 0.43%	6,705 $2.52 Million
Q3 2024 Oct 17, 2024	BUY	$291.88 - $341.94 $83,185 - $97,452	285 Added 4.46%	6,676 $2.27 Million
Q2 2024 Oct 17, 2024	BUY	$292.03 - $315.87 $18,397 - $19,899	63 Added 1.0%	6,391 $2 Million
Q1 2024 Oct 17, 2024	BUY	$292.25 - $318.12 $1.85 Million - $2.01 Million	6,328 New	6,328 $2.01 Million
Q4 2023 Jan 11, 2024	BUY	$247.89 - $308.23 $2,974 - $3,698	12 Added 0.19%	6,239 $1.9 Million
Q2 2023 Jul 14, 2023	BUY	$243.5 - $283.2 $20,210 - $23,505	83 Added 1.35%	6,227 $1.76 Million
Q1 2023 Apr 13, 2023	SELL	$217.79 - $265.16 $2 Million - $2.43 Million	-9,167 Reduced 59.87%	6,144 $1.55 Million
Q4 2022 Jan 13, 2023	SELL	$213.95 - $246.49 $384,040 - $442,449	-1,795 Reduced 10.49%	15,311 $0
Q3 2022 Oct 19, 2022	BUY	$231.64 - $287.67 $47,949 - $59,547	207 Added 1.22%	17,106 $4.02 Million
Q2 2022 Jul 19, 2022	BUY	$222.74 - $312.09 $3.76 Million - $5.27 Million	16,899 New	16,899 $3.84 Million

Others Institutions Holding VCR

# of Institutions

566

Shares Held

13.5M

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 Joule Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Joule Financial, LLC with notifications on news.

Account

Joule Financial, LLC Vanguard Consumer Discretionar Transaction History