Perigon Wealth Management’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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $239K | Hold |
660
| – | – | 0.01% | 929 |
|
2025
Q1 | $215K | Hold |
660
| – | – | 0.01% | 936 |
|
2024
Q4 | $251K | Hold |
660
| – | – | 0.01% | 882 |
|
2024
Q3 | $225K | Buy |
+660
| New | +$225K | 0.01% | 889 |
|
2022
Q2 | – | Sell |
-841
| Closed | -$257K | – | 617 |
|
2022
Q1 | $257K | Hold |
841
| – | – | 0.02% | 516 |
|
2021
Q4 | $286K | Buy |
841
+161
| +24% | +$54.8K | 0.02% | 463 |
|
2021
Q3 | $211K | Buy |
+680
| New | +$211K | 0.02% | 501 |
|
2021
Q1 | – | Sell |
-520
| Closed | -$143K | – | 1003 |
|
2020
Q4 | $143K | Buy |
+520
| New | +$143K | 0.02% | 466 |
|