IWA
IVC Wealth Advisors’s Vanguard Consumer Discretionary ETF VCR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $332K | Buy |
915
+55
| +6% | +$19.9K | 0.16% | 115 |
|
|
2025
Q1 | $280K | Buy |
860
+250
| +41% | +$81.4K | 0.15% | 128 |
|
|
2024
Q4 | $229K | Hold |
610
| – | – | 0.13% | 142 |
|
|
2024
Q3 | $208K | Buy |
+610
| New | +$208K | 0.11% | 156 |
|
|
2024
Q1 | – | Sell |
-715
| Closed | -$218K | – | 169 |
|
|
2023
Q4 | $218K | Buy |
+715
| New | +$218K | 0.14% | 144 |
|
|
2023
Q3 | – | Sell |
-715
| Closed | -$202K | – | 165 |
|
|
2023
Q2 | $202K | Buy |
+715
| New | +$202K | 0.13% | 148 |
|
|
2022
Q2 | – | Sell |
-680
| Closed | -$208K | – | 150 |
|
|
2022
Q1 | $208K | Buy |
680
+30
| +5% | +$9.18K | 0.14% | 145 |
|
|
2021
Q4 | $221K | Hold |
650
| – | – | 0.14% | 128 |
|
|
2021
Q3 | $201K | Buy |
+650
| New | +$201K | 0.14% | 134 |
|