Avantax Planning Partners’s Vanguard Consumer Discretionary ETF VCR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-291
| Closed | -$52K | – | 1154 |
|
|
2018
Q3 | $52K | Buy |
+291
| New | +$52K | ﹤0.01% | 479 |
|
|
2018
Q2 | – | Sell |
-289
| Closed | -$46K | – | 1424 |
|
|
2018
Q1 | $46K | Buy |
+289
| New | +$46K | ﹤0.01% | 547 |
|
|
2017
Q4 | – | Sell |
-3,114
| Closed | -$446K | – | 353 |
|
|
2017
Q3 | $446K | Sell |
3,114
-571
| -15% | -$81.8K | 0.04% | 219 |
|
|
2017
Q2 | $523K | Hold |
3,685
| – | – | 0.04% | 184 |
|
|
2017
Q1 | $510K | Hold |
3,685
| – | – | 0.05% | 177 |
|
|
2016
Q4 | $474K | Buy |
+3,685
| New | +$474K | 0.05% | 169 |
|