MAP
Milestone Advisory Partners’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 |
-21,510
| Closed | -$7.33M | – | 99 |
|
2021
Q4 | $7.33M | Sell |
21,510
-1,856
| -8% | -$632K | 3.7% | 7 |
|
2021
Q3 | $7.24M | Sell |
23,366
-178
| -0.8% | -$55.2K | 4.26% | 6 |
|
2021
Q2 | $7.39M | Buy |
23,544
+9,405
| +67% | +$2.95M | 3.9% | 7 |
|
2021
Q1 | $4.18M | Buy |
14,139
+5,253
| +59% | +$1.55M | 2.23% | 18 |
|
2020
Q4 | $2.45M | Buy |
8,886
+1,287
| +17% | +$354K | 1.39% | 23 |
|
2020
Q3 | $1.78M | Buy |
+7,599
| New | +$1.78M | 1.11% | 23 |
|