Geneos Wealth Management’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Geneos Wealth Management’s Portfolio VCR Stock Details VCR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$143K	Sell	395 -381	-49%	-$138K	﹤0.01%	1115
2025 Q1	$253K	Buy	776 +295	+61%	+$96K	﹤0.01%	1131
2024 Q4	$181K	Sell	481 -164	-25%	-$61.6K	0.01%	879
2024 Q3	$220K	Hold	645	–	–	0.01%	747
2024 Q2	$201K	Sell	645 -27	-4%	-$8.43K	0.01%	704
2024 Q1	$214K	Sell	672 -33	-5%	-$10.5K	0.01%	686
2023 Q4	$215K	Hold	705	–	–	0.01%	659
2023 Q3	$190K	Hold	705	–	–	0.01%	693
2023 Q2	$200K	Hold	705	–	–	0.01%	686
2023 Q1	$178K	Buy	705 +164	+30%	+$41.4K	0.01%	682
2022 Q4	$118K	Hold	541	–	–	0.01%	782
2022 Q3	$127K	Sell	541 -96	-15%	-$22.5K	0.01%	733
2022 Q2	$147K	Hold	637	–	–	0.01%	862
2022 Q1	$194K	Buy	637 +376	+144%	+$115K	0.01%	820
2021 Q4	$88K	Hold	261	–	–	﹤0.01%	1222
2021 Q3	$81K	Sell	261 -59	-18%	-$18.3K	﹤0.01%	1259
2021 Q2	$101K	Sell	320 -9,184	-97%	-$2.9M	﹤0.01%	1162
2021 Q1	$2.98M	Buy	9,504 +3,457	+57%	+$1.09M	0.08%	234
2020 Q4	$105K	Buy	6,047 +5,855	+3,049%	+$102K	﹤0.01%	1129
2020 Q3	$44K	Buy	192 +46	+32%	+$10.5K	﹤0.01%	1316
2020 Q2	$28K	Hold	146	–	–	﹤0.01%	1482
2020 Q1	$21K	Hold	146	–	–	﹤0.01%	1499
2019 Q4	$27K	Hold	146	–	–	﹤0.01%	1567
2019 Q3	$26K	Hold	146	–	–	﹤0.01%	1494
2019 Q2	$26K	Hold	146	–	–	﹤0.01%	1515
2019 Q1	$25K	Hold	146	–	–	﹤0.01%	1470
2018 Q4	$21K	Hold	146	–	–	﹤0.01%	1492
2018 Q3	$26K	Buy	146 +50	+52%	+$8.9K	﹤0.01%	1466
2018 Q2	$16K	Hold	96	–	–	﹤0.01%	1551
2018 Q1	$15K	Hold	96	–	–	﹤0.01%	1514
2017 Q4	$14K	Hold	96	–	–	﹤0.01%	1521
2017 Q3	$13K	Hold	96	–	–	﹤0.01%	1495
2017 Q2	$13K	Hold	96	–	–	﹤0.01%	1446
2017 Q1	$13K	Sell	96 -41	-30%	-$5.55K	﹤0.01%	1404
2016 Q4	$17K	Hold	137	–	–	﹤0.01%	1260
2016 Q3	$17K	Hold	137	–	–	﹤0.01%	1195
2016 Q2	$16K	Buy	137 +96	+234%	+$11.2K	﹤0.01%	1192
2016 Q1	$5K	Buy	+41	New	+$5K	﹤0.01%	1511