Kestra Private Wealth Services, LLC Vanguard Consumer Discretionar Transaction History

Kestra Private Wealth Services, LLC

  • $7.16 Billion
  • Q3 2025

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 08, 2023
SELL
$243.5 - $283.2 $161,197 - $187,478
-662 Reduced 45.31%
799 $226,000
Q1 2023

May 12, 2023
SELL
$217.79 - $265.16 $201,673 - $245,538
-926 Reduced 38.79%
1,461 $368,000
Q4 2022

Jan 31, 2023
BUY
$213.95 - $246.49 $241,549 - $278,287
1,129 Added 89.75%
2,387 $522,000
Q3 2022

Nov 14, 2022
BUY
$231.64 - $287.67 $74,819 - $92,917
323 Added 34.55%
1,258 $296,000
Q2 2022

Aug 12, 2022
BUY
$222.74 - $312.09 $208,261 - $291,804
935 New
935 $213,000
Q4 2021

Jan 21, 2022
SELL
$309.2 - $355.63 $203,453 - $234,004
-658 Closed
0 $0
Q3 2021

Oct 21, 2021
BUY
$306.91 - $323.69 $201,946 - $212,988
658 New
658 $0

About VANGUARD CONSUMER DISCRETIONAR

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