PWAG
Polaris Wealth Advisory Group’s Vanguard Consumer Discretionary ETF VCR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-564
| Closed | -$102K | – | 444 |
|
|
2018
Q3 | $102K | Buy |
564
+10
| +2% | +$1.81K | 0.01% | 190 |
|
|
2018
Q2 | $88K | Hold |
554
| – | – | 0.01% | 111 |
|
|
2018
Q1 | $88K | Buy |
+554
| New | +$88K | 0.01% | 176 |
|
|
2014
Q1 | – | Sell |
-990
| Closed | -$107K | – | 198 |
|
|
2013
Q4 | $107K | Hold |
990
| – | – | 0.03% | 89 |
|
|
2013
Q3 | $97.8K | Buy |
990
+280
| +39% | +$27.7K | 0.03% | 82 |
|
|
2013
Q2 | $64.7K | Buy |
+710
| New | +$64.7K | 0.03% | 77 |
|