CIA
Concurrent Investment Advisors’s Vanguard Consumer Discretionary ETF VCR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.11M | Sell |
14,104
-331
| -2% | -$120K | 0.1% | 215 |
|
|
2025
Q1 | $4.7M | Buy |
14,435
+5,308
| +58% | +$1.73M | 0.11% | 196 |
|
|
2024
Q4 | $3.43M | Sell |
9,127
-38
| -0.4% | -$14.3K | 0.09% | 218 |
|
|
2024
Q3 | $3.12M | Sell |
9,165
-561
| -6% | -$191K | 0.09% | 224 |
|
|
2024
Q2 | $3.04M | Sell |
9,726
-909
| -9% | -$284K | 0.1% | 205 |
|
|
2024
Q1 | $3.38M | Sell |
10,635
-940
| -8% | -$299K | 0.14% | 162 |
|
|
2023
Q4 | $3.52M | Buy |
+11,575
| New | +$3.52M | 0.17% | 146 |
|