FIA
Foundations 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 | $28.2M | Buy |
77,743
+3,421
| +5% | +$1.24M | 0.44% | 58 |
|
2025
Q1 | $24.2M | Buy |
+74,322
| New | +$24.2M | 0.45% | 57 |
|
2023
Q4 | – | Sell |
-779
| Closed | -$210K | – | 731 |
|
2023
Q3 | $210K | Sell |
779
-29
| -4% | -$7.81K | 0.01% | 606 |
|
2023
Q2 | $229K | Buy |
+808
| New | +$229K | 0.01% | 521 |
|
2022
Q2 | – | Sell |
-9,521
| Closed | -$2.81M | – | 416 |
|
2022
Q1 | $2.81M | Sell |
9,521
-4,612
| -33% | -$1.36M | 0.11% | 73 |
|
2021
Q4 | $4.71M | Buy |
14,133
+5,062
| +56% | +$1.69M | 0.18% | 50 |
|
2021
Q3 | $2.81M | Buy |
9,071
+8,160
| +896% | +$2.53M | 0.12% | 62 |
|
2021
Q2 | $292K | Buy |
911
+1
| +0.1% | +$321 | 0.01% | 239 |
|
2021
Q1 | $277K | Sell |
910
-12
| -1% | -$3.65K | 0.02% | 186 |
|
2020
Q4 | $265K | Sell |
922
-450
| -33% | -$129K | 0.02% | 155 |
|
2020
Q3 | $326K | Buy |
+1,372
| New | +$326K | 0.07% | 132 |
|