Caldwell Trust’s Vanguard Consumer Discretionary ETF VCR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $127K | Hold |
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|
2025
Q2 | $116K | Hold |
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|
2025
Q1 | $104K | Hold |
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|
2024
Q4 | $120K | Hold |
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|
2024
Q3 | $109K | Hold |
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|
2024
Q2 | $99.9K | Hold |
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|
2024
Q1 | $102K | Hold |
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|
2023
Q4 | $97.5K | Hold |
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|
2023
Q3 | $86.2K | Hold |
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|
2023
Q2 | $90.6K | Hold |
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|
2023
Q1 | $80.8K | Hold |
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|
2022
Q4 | $70.1K | Hold |
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|
2022
Q3 | $75.2K | Hold |
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|
2022
Q2 | $72.8K | Hold |
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|
2022
Q1 | $97.7K | Hold |
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|
2021
Q4 | $109K | Hold |
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|
2021
Q3 | $99.2K | Hold |
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|
2021
Q2 | $100K | Hold |
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|
2021
Q1 | $94.5K | Hold |
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|
2020
Q4 | $88.1K | Hold |
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|
2020
Q3 | $75.1K | Hold |
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|
2020
Q2 | $64K | Hold |
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|
2020
Q1 | $46.5K | Hold |
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|
2019
Q4 | $60.6K | Buy |
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