Geneos Wealth Management’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 | $149K | Buy |
414
+19
| +5% | +$7.33K | ﹤0.01% | 1054 |
|
|
2025
Q4 | $156K | Hold |
395
| – | – | ﹤0.01% | 1010 |
|
|
2025
Q3 | $156K | Hold |
395
| – | – | ﹤0.01% | 985 |
|
|
2025
Q2 | $143K | Sell |
395
-381
| -49% | -$129K | ﹤0.01% | 1115 |
|
|
2025
Q1 | $253K | Buy |
776
+295
| +61% | +$107K | ﹤0.01% | 1131 |
|
|
2024
Q4 | $181K | Sell |
481
-164
| -25% | -$59.2K | 0.01% | 879 |
|
|
2024
Q3 | $220K | Hold |
645
| – | – | 0.01% | 747 |
|
|
2024
Q2 | $201K | Sell |
645
-27
| -4% | -$8.27K | 0.01% | 704 |
|
|
2024
Q1 | $214K | Sell |
672
-33
| -5% | -$10.1K | 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% | +$39.9K | 0.01% | 682 |
|
|
2022
Q4 | $118K | Hold |
541
| – | – | 0.01% | 782 |
|
|
2022
Q3 | $127K | Sell |
541
-96
| -15% | -$24.8K | 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% | -$18.7K | ﹤0.01% | 1259 |
|
|
2021
Q2 | $101K | Sell |
320
-9,184
| -97% | -$2.82M | ﹤0.01% | 1162 |
|
|
2021
Q1 | $2.98M | Buy |
9,504
+3,457
| +57% | +$1M | 0.08% | 234 |
|
|
2020
Q4 | $105K | Buy |
6,047
+5,855
| +3,049% | +$1.49M | ﹤0.01% | 1129 |
|
|
2020
Q3 | $44K | Buy |
192
+46
| +32% | +$10.4K | ﹤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% | +$8.82K | ﹤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% | -$5.53K | ﹤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% | +$11.8K | ﹤0.01% | 1192 |
|
|
2016
Q1 | $5K | Buy |
+41
| New | +$4.77K | ﹤0.01% | 1510 |
|
Other funds holding VCR
PCH
BCMIO
