BWM
Birchcreek Wealth Management’s Vanguard Consumer Discretionary ETF VCR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $517K | Buy |
1,428
+155
| +12% | +$56.2K | 0.29% | 61 |
|
|
2025
Q1 | $414K | Sell |
1,273
-38
| -3% | -$12.4K | 0.26% | 70 |
|
|
2024
Q4 | $492K | Sell |
1,311
-23
| -2% | -$8.63K | 0.31% | 61 |
|
|
2024
Q3 | $454K | Hold |
1,334
| – | – | 0.3% | 67 |
|
|
2024
Q2 | $417K | Hold |
1,334
| – | – | 0.23% | 90 |
|
|
2024
Q1 | $424K | Buy |
1,334
+60
| +5% | +$19.1K | 0.22% | 94 |
|
|
2023
Q4 | $388K | Hold |
1,274
| – | – | 0.23% | 91 |
|
|
2023
Q3 | $343K | Hold |
1,274
| – | – | 0.23% | 97 |
|
|
2023
Q2 | $361K | Buy |
+1,274
| New | +$361K | 0.25% | 95 |
|
|
2021
Q4 | – | Sell |
-683
| Closed | -$212K | – | 129 |
|
|
2021
Q3 | $212K | Buy |
683
+38
| +6% | +$11.8K | 0.2% | 112 |
|
|
2021
Q2 | $203K | Buy |
+645
| New | +$203K | 0.2% | 116 |
|
|
2021
Q1 | – | Sell |
-629
| Closed | -$173K | – | 290 |
|
|
2020
Q4 | $173K | Buy |
+629
| New | +$173K | 0.17% | 108 |
|