Evolution Wealth Advisors’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
2026 Q1	$494K	Buy	1,375 +100	+8%	+$38.6K	0.05%	113
2025 Q4	$502K	Hold	1,275	–	–	0.05%	103
2025 Q3	$505K	Hold	1,275	–	–	0.07%	103
2025 Q2	$462K	Hold	1,275	–	–	0.07%	105
2025 Q1	$415K	Buy	1,275 +32	+3%	+$11.6K	0.07%	99
2024 Q4	$467K	Hold	1,243	–	–	0.08%	93
2024 Q3	$423K	Hold	1,243	–	–	0.08%	92
2024 Q2	$388K	Sell	1,243 -5	-0.4%	-$1.53K	0.08%	93
2024 Q1	$397K	Hold	1,248	–	–	0.08%	89
2023 Q4	$380K	Hold	1,248	–	–	0.08%	90
2023 Q3	$336K	Hold	1,248	–	–	0.08%	91
2023 Q2	$353K	Hold	1,248	–	–	0.08%	86
2023 Q1	$315K	Sell	1,248 -280	-18%	-$68.2K	0.08%	91
2022 Q4	$335K	Sell	1,528 -570	-27%	-$134K	0.08%	90
2022 Q3	$493K	Sell	2,098 -6,732	-76%	-$1.74M	0.14%	67
2022 Q2	$2.01M	Buy	+8,830	New	+$2.31M	0.51%	36
2019 Q1	–	Sell	-235	Closed	-$35K	–	153
2018 Q4	$35K	Buy	+235	New	+$38.1K	0.02%	106