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