IFWM
Institute for Wealth Management’s Vanguard Consumer Discretionary ETF VCR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.24M | Sell |
3,415
-246
| -7% | -$89.1K | 0.14% | 157 |
|
|
2025
Q1 | $1.19M | Sell |
3,661
-69
| -2% | -$22.5K | 0.15% | 150 |
|
|
2024
Q4 | $1.4M | Sell |
3,730
-72
| -2% | -$27K | 0.18% | 120 |
|
|
2024
Q3 | $1.29M | Sell |
3,802
-85
| -2% | -$28.9K | 0.16% | 140 |
|
|
2024
Q2 | $1.21M | Buy |
3,887
+402
| +12% | +$126K | 0.16% | 136 |
|
|
2024
Q1 | $1.11M | Buy |
3,485
+87
| +3% | +$27.6K | 0.14% | 150 |
|
|
2023
Q4 | $1.04M | Sell |
3,398
-209
| -6% | -$63.7K | 0.17% | 145 |
|
|
2023
Q3 | $972K | Sell |
3,607
-68
| -2% | -$18.3K | 0.18% | 142 |
|
|
2023
Q2 | $1.04M | Sell |
3,675
-216
| -6% | -$61.2K | 0.18% | 133 |
|
|
2023
Q1 | $983K | Buy |
3,891
+66
| +2% | +$16.7K | 0.19% | 140 |
|
|
2022
Q4 | $838K | Sell |
3,825
-332
| -8% | -$72.7K | 0.18% | 155 |
|
|
2022
Q3 | $977K | Buy |
4,157
+2,185
| +111% | +$514K | 0.22% | 119 |
|
|
2022
Q2 | $449K | Buy |
1,972
+801
| +68% | +$182K | 0.09% | 295 |
|
|
2022
Q1 | $357K | Sell |
1,171
-2,371
| -67% | -$723K | 0.06% | 368 |
|
|
2021
Q4 | $1.21M | Sell |
3,542
-172
| -5% | -$58.6K | 0.2% | 133 |
|
|
2021
Q3 | $1.15M | Buy |
3,714
+386
| +12% | +$120K | 0.2% | 126 |
|
|
2021
Q2 | $1.05M | Buy |
3,328
+50
| +2% | +$15.7K | 0.18% | 146 |
|
|
2021
Q1 | $968K | Buy |
3,278
+591
| +22% | +$175K | 0.18% | 145 |
|
|
2020
Q4 | $740K | Sell |
2,687
-161
| -6% | -$44.3K | 0.15% | 174 |
|
|
2020
Q3 | $668K | Sell |
2,848
-416
| -13% | -$97.6K | 0.15% | 167 |
|
|
2020
Q2 | $653K | Buy |
3,264
+447
| +16% | +$89.4K | 0.16% | 179 |
|
|
2020
Q1 | $409K | Sell |
2,817
-1,739
| -38% | -$252K | 0.13% | 219 |
|
|
2019
Q4 | $863K | Sell |
4,556
-41
| -0.9% | -$7.77K | 0.19% | 151 |
|
|
2019
Q3 | $828K | Sell |
4,597
-1,142
| -20% | -$206K | 0.21% | 141 |
|
|
2019
Q2 | $1.03M | Buy |
+5,739
| New | +$1.03M | 0.23% | 128 |
|
|
2019
Q1 | – | Sell |
-9,765
| Closed | -$1.47M | – | 465 |
|
|
2018
Q4 | $1.47M | Buy |
+9,765
| New | +$1.47M | 0.6% | 42 |
|
|
2018
Q2 | – | Sell |
-8,349
| Closed | -$1.34M | – | 243 |
|
|
2018
Q1 | $1.34M | Buy |
8,349
+2,307
| +38% | +$371K | 0.4% | 81 |
|
|
2017
Q4 | $942K | Buy |
6,042
+360
| +6% | +$56.1K | 0.22% | 141 |
|
|
2017
Q3 | $814K | Sell |
5,682
-1,539
| -21% | -$220K | 0.26% | 132 |
|
|
2017
Q2 | $1.02M | Buy |
+7,221
| New | +$1.02M | 0.28% | 108 |
|
|
2015
Q4 | $249K | Buy |
+2,029
| New | +$249K | 0.37% | 34 |
|
|
2015
Q2 | – | Sell |
-1,931
| Closed | -$237K | – | 32 |
|
|
2015
Q1 | $237K | Buy |
+1,931
| New | +$237K | 0.26% | 29 |
|
|
2014
Q4 | – | Sell |
-1,348
| Closed | -$147K | – | 57 |
|
|
2014
Q3 | $147K | Buy |
1,348
+20
| +2% | +$2.18K | 0.14% | 35 |
|
|
2014
Q2 | $145K | Sell |
1,328
-328
| -20% | -$35.8K | 0.13% | 38 |
|
|
2014
Q1 | $175K | Sell |
1,656
-279
| -14% | -$29.5K | 0.15% | 45 |
|
|
2013
Q4 | $209K | Buy |
+1,935
| New | +$209K | 0.15% | 41 |
|