Evolution Wealth Advisors’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 | $462K | Hold |
1,275
| – | – | 0.07% | 105 |
|
|
2025
Q1 | $415K | Buy |
1,275
+32
| +3% | +$10.4K | 0.07% | 99 |
|
|
2024
Q4 | $467K | Hold |
1,243
| – | – | 0.08% | 93 |
|
|
2024
Q3 | $423K | Hold |
1,243
| – | – | 0.08% | 89 |
|
|
2024
Q2 | $388K | Sell |
1,243
-5
| -0.4% | -$1.56K | 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% | -$70.7K | 0.08% | 91 |
|
|
2022
Q4 | $335K | Sell |
1,528
-570
| -27% | -$125K | 0.08% | 90 |
|
|
2022
Q3 | $493K | Sell |
2,098
-6,732
| -76% | -$1.58M | 0.14% | 67 |
|
|
2022
Q2 | $2.01M | Buy |
+8,830
| New | +$2.01M | 0.51% | 36 |
|
|
2019
Q1 | – | Sell |
-235
| Closed | -$35K | – | 153 |
|
|
2018
Q4 | $35K | Buy |
+235
| New | +$35K | 0.02% | 106 |
|