Congress 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 | $841K | Buy |
2,319
+1,159
| +100% | +$420K | 0.01% | 758 |
|
|
2025
Q1 | $380K | Sell |
1,160
-135
| -10% | -$44.2K | ﹤0.01% | 886 |
|
|
2024
Q4 | $486K | Buy |
1,295
+91
| +8% | +$34.2K | 0.01% | 647 |
|
|
2024
Q3 | $410K | Hold |
1,204
| – | – | 0.01% | 669 |
|
|
2024
Q2 | $376K | Buy |
+1,204
| New | +$376K | 0.01% | 577 |
|
|
2023
Q4 | – | Sell |
-3,178
| Closed | -$856K | – | 670 |
|
|
2023
Q3 | $856K | Buy |
3,178
+444
| +16% | +$120K | 0.02% | 393 |
|
|
2023
Q2 | $775K | Sell |
2,734
-2,403
| -47% | -$681K | 0.02% | 365 |
|
|
2023
Q1 | $1.3M | Buy |
5,137
+1,028
| +25% | +$260K | 0.03% | 316 |
|
|
2022
Q4 | $900K | Buy |
4,109
+2,152
| +110% | +$471K | 0.02% | 347 |
|
|
2022
Q3 | $460K | Buy |
1,957
+104
| +6% | +$24.4K | 0.01% | 417 |
|
|
2022
Q2 | $421K | Hold |
1,853
| – | – | 0.01% | 430 |
|
|
2022
Q1 | $566K | Sell |
1,853
-119
| -6% | -$36.3K | 0.01% | 430 |
|
|
2021
Q4 | $672K | Buy |
+1,972
| New | +$672K | 0.01% | 420 |
|