IBEX Wealth Advisors’s Vanguard Consumer Discretionary ETF VCR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-6,500
| Closed | -$2.21M | – | 205 |
|
|
2021
Q4 | $2.21M | Buy |
6,500
+229
| +4% | +$78K | 0.39% | 86 |
|
|
2021
Q3 | $1.94M | Buy |
6,271
+444
| +8% | +$138K | 0.37% | 89 |
|
|
2021
Q2 | $1.83M | Buy |
+5,827
| New | +$1.83M | 0.37% | 88 |
|
|
2019
Q3 | – | Sell |
-108
| Closed | -$19K | – | 344 |
|
|
2019
Q2 | $19K | Buy |
+108
| New | +$19K | 0.01% | 271 |
|