Elwood & Goetz Wealth Advisory Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-30,599
| Closed | -$6.7M | – | 67 |
|
|
2022
Q4 | $6.7M | Buy |
30,599
+3,403
| +13% | +$745K | 2.04% | 14 |
|
|
2022
Q3 | $6.39M | Buy |
27,196
+1,178
| +5% | +$277K | 2.16% | 14 |
|
|
2022
Q2 | $5.92M | Sell |
26,018
-896
| -3% | -$204K | 1.98% | 15 |
|
|
2022
Q1 | $8.22M | Sell |
26,914
-3,996
| -13% | -$1.22M | 2.55% | 13 |
|
|
2021
Q4 | $10.5M | Buy |
30,910
+760
| +3% | +$259K | 3.28% | 10 |
|
|
2021
Q3 | $9.35M | Buy |
+30,150
| New | +$9.35M | 3.22% | 11 |
|