AWM
Aevitas Wealth Management’s Vanguard Consumer Discretionary ETF VCR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-3,255
| Closed | -$617K | – | 107 |
|
|
2019
Q4 | $617K | Sell |
3,255
-195
| -6% | -$37K | 0.58% | 48 |
|
|
2019
Q3 | $621K | Hold |
3,450
| – | – | 0.62% | 49 |
|
|
2019
Q2 | $619K | Sell |
3,450
-2,064
| -37% | -$370K | 0.62% | 50 |
|
|
2019
Q1 | $950K | Sell |
5,514
-46
| -0.8% | -$7.93K | 0.85% | 34 |
|
|
2018
Q4 | $837K | Buy |
5,560
+6
| +0.1% | +$903 | 0.86% | 32 |
|
|
2018
Q3 | $1M | Sell |
5,554
-44
| -0.8% | -$7.94K | 0.91% | 34 |
|
|
2018
Q2 | $950K | Sell |
5,598
-152
| -3% | -$25.8K | 0.92% | 34 |
|
|
2018
Q1 | $912K | Sell |
5,750
-810
| -12% | -$128K | 0.91% | 35 |
|
|
2017
Q4 | $1.02M | Buy |
+6,560
| New | +$1.02M | 0.97% | 36 |
|