MWM
Mittelman 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 | $457K | Sell |
1,262
-181
| -13% | -$65.6K | 0.39% | 28 |
|
|
2025
Q1 | $470K | Hold |
1,443
| – | – | 0.42% | 21 |
|
|
2024
Q4 | $542K | Hold |
1,443
| – | – | 0.5% | 21 |
|
|
2024
Q3 | $491K | Sell |
1,443
-254
| -15% | -$86.5K | 0.28% | 20 |
|
|
2024
Q2 | $530K | Buy |
+1,697
| New | +$530K | 0.34% | 48 |
|