Bartlett & Co Wealth Management’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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $520K | Sell |
1,435
-322
| -18% | -$117K | 0.01% | 327 |
|
2025
Q1 | $572K | Sell |
1,757
-95
| -5% | -$30.9K | 0.01% | 309 |
|
2024
Q4 | $695K | Sell |
1,852
-256
| -12% | -$96.1K | 0.01% | 290 |
|
2024
Q3 | $719K | Hold |
2,108
| – | – | 0.01% | 293 |
|
2024
Q2 | $660K | Hold |
2,108
| – | – | 0.01% | 292 |
|
2024
Q1 | $670K | Sell |
2,108
-1,583
| -43% | -$503K | 0.01% | 298 |
|
2023
Q4 | $1.13M | Hold |
3,691
| – | – | 0.02% | 260 |
|
2023
Q3 | $997K | Hold |
3,691
| – | – | 0.02% | 262 |
|
2023
Q2 | $1.05M | Hold |
3,691
| – | – | 0.02% | 266 |
|
2023
Q1 | $932K | Sell |
3,691
-2,285
| -38% | -$577K | 0.02% | 234 |
|
2022
Q4 | $1.31M | Buy |
+5,976
| New | +$1.31M | 0.03% | 207 |
|