MGIA
Moneta Group Investment 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 | $370K | Buy |
1,020
+2
| +0.2% | +$725 | ﹤0.01% | 509 |
|
2025
Q1 | $331K | Buy |
1,018
+70
| +7% | +$22.8K | ﹤0.01% | 507 |
|
2024
Q4 | $356K | Buy |
948
+1
| +0.1% | +$375 | 0.01% | 497 |
|
2024
Q3 | $322K | Hold |
947
| – | – | ﹤0.01% | 500 |
|
2024
Q2 | $296K | Sell |
947
-101
| -10% | -$31.5K | ﹤0.01% | 487 |
|
2024
Q1 | $333K | Buy |
+1,048
| New | +$333K | 0.01% | 454 |
|