CWM
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Concentric Wealth Management’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Concentric Wealth Management’s Portfolio VCR Stock Details VCR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$238K Hold
700
– – 0.06% 128
2024
Q2 		$219K Hold
700
– – 0.06% 132
2024
Q1 		$222K Buy
+700
New +$222K 0.06% 129