RWM
RBA 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 | $1.07M | Buy |
2,964
+215
| +8% | +$77.9K | 0.4% | 55 |
|
|
2025
Q1 | $895K | Sell |
2,749
-312
| -10% | -$102K | 0.35% | 55 |
|
|
2024
Q4 | $1.15M | Buy |
3,061
+294
| +11% | +$110K | 0.44% | 53 |
|
|
2024
Q3 | $942K | Buy |
2,767
+31
| +1% | +$10.6K | 0.36% | 53 |
|
|
2024
Q2 | $855K | Sell |
2,736
-135
| -5% | -$42.2K | 0.34% | 56 |
|
|
2024
Q1 | $912K | Buy |
2,871
+34
| +1% | +$10.8K | 0.37% | 55 |
|
|
2023
Q4 | $864K | Sell |
2,837
-130
| -4% | -$39.6K | 0.38% | 53 |
|
|
2023
Q3 | $799K | Sell |
2,967
-110
| -4% | -$29.6K | 0.38% | 52 |
|
|
2023
Q2 | $871K | Buy |
3,077
+39
| +1% | +$11K | 0.41% | 53 |
|
|
2023
Q1 | $767K | Buy |
3,038
+8
| +0.3% | +$2.02K | 0.38% | 54 |
|
|
2022
Q4 | $664K | Buy |
3,030
+177
| +6% | +$38.8K | 0.35% | 56 |
|
|
2022
Q3 | $671K | Sell |
2,853
-96
| -3% | -$22.6K | 0.39% | 56 |
|
|
2022
Q2 | $671K | Buy |
2,949
+1
| +0% | +$228 | 0.37% | 58 |
|
|
2022
Q1 | $900K | Buy |
2,948
+132
| +5% | +$40.3K | 0.43% | 57 |
|
|
2021
Q4 | $959K | Buy |
+2,816
| New | +$959K | 0.45% | 56 |
|
|
2021
Q1 | – | Sell |
-2,583
| Closed | -$711K | – | 268 |
|
|
2020
Q4 | $711K | Buy |
2,583
+132
| +5% | +$36.3K | 0.43% | 64 |
|
|
2020
Q3 | $575K | Buy |
2,451
+29
| +1% | +$6.8K | 0.39% | 70 |
|
|
2020
Q2 | $484K | Buy |
2,422
+85
| +4% | +$17K | 0.35% | 75 |
|
|
2020
Q1 | $340K | Buy |
+2,337
| New | +$340K | 0.29% | 78 |
|