RSWM
Robertson Stephens 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 | $746K | Sell |
2,060
-3
| -0.1% | -$1.09K | 0.02% | 301 |
|
|
2025
Q1 | $672K | Hold |
2,063
| – | – | 0.02% | 316 |
|
|
2024
Q4 | $774K | Hold |
2,063
| – | – | 0.03% | 286 |
|
|
2024
Q3 | $704K | Buy |
2,063
+258
| +14% | +$88.1K | 0.03% | 338 |
|
|
2024
Q2 | $565K | Sell |
1,805
-882
| -33% | -$276K | 0.03% | 316 |
|
|
2024
Q1 | $854K | Sell |
2,687
-2
| -0.1% | -$635 | 0.05% | 254 |
|
|
2023
Q4 | $819K | Buy |
2,689
+891
| +50% | +$271K | 0.05% | 243 |
|
|
2023
Q3 | $486K | Hold |
1,798
| – | – | 0.03% | 312 |
|
|
2023
Q2 | $510K | Hold |
1,798
| – | – | 0.04% | 273 |
|
|
2023
Q1 | $454K | Sell |
1,798
-907
| -34% | -$229K | 0.03% | 299 |
|
|
2022
Q4 | $592K | Buy |
2,705
+536
| +25% | +$117K | 0.06% | 240 |
|
|
2022
Q3 | $511K | Buy |
+2,169
| New | +$511K | 0.05% | 216 |
|