GWA
Gratus Wealth Advisors’s Vanguard Consumer Discretionary ETF VCR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-11,330
| Closed | -$3.75M | – | 132 |
|
|
2024
Q3 | $3.75M | Buy |
11,330
+585
| +5% | +$194K | 0.61% | 23 |
|
|
2024
Q2 | $3.43M | Sell |
10,745
-213
| -2% | -$68K | 0.59% | 25 |
|
|
2024
Q1 | $3.23M | Sell |
10,958
-101
| -0.9% | -$29.7K | 0.59% | 25 |
|
|
2023
Q4 | $3.37M | Buy |
+11,059
| New | +$3.37M | 0.66% | 26 |
|