JFS Wealth Advisors’s Vanguard Consumer Discretionary ETF VCR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-11
| Closed | -$2.78K | – | 2011 |
|
|
2023
Q1 | $2.78K | Buy |
+11
| New | +$2.78K | ﹤0.01% | 1233 |
|
|
2022
Q1 | – | Sell |
-115
| Closed | -$39K | – | 1976 |
|
|
2021
Q4 | $39K | Hold |
115
| – | – | ﹤0.01% | 463 |
|
|
2021
Q3 | $36K | Hold |
115
| – | – | ﹤0.01% | 460 |
|
|
2021
Q2 | $36K | Buy |
+115
| New | +$36K | 0.01% | 309 |
|
|
2017
Q2 | – | Sell |
-57
| Closed | -$7K | – | 448 |
|
|
2017
Q1 | $7K | Hold |
57
| – | – | ﹤0.01% | 373 |
|
|
2016
Q4 | $7K | Buy |
+57
| New | +$7K | ﹤0.01% | 373 |
|