Secure Asset Management’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-1,087	Closed	-$331K	–	255
2023 Q4	$331K	Sell	1,087 -7	-0.6%	-$1.95K	0.09%	162
2023 Q3	$295K	Sell	1,094 -31	-3%	-$8.8K	0.09%	163
2023 Q2	$319K	Sell	1,125 -28	-2%	-$7.22K	0.1%	142
2023 Q1	$291K	Buy	1,153 +4	+0.3%	+$974	0.1%	150
2022 Q4	$252K	Sell	1,149 -2	-0.2%	-$469	0.09%	162
2022 Q3	$271K	Hold	1,151	–	–	0.15%	115
2022 Q2	$262K	Sell	1,151 -127	-10%	-$33.2K	0.15%	125
2022 Q1	$390K	Buy	1,278 +78	+7%	+$23.8K	0.18%	112
2021 Q4	$409K	Buy	1,200 +7	+0.6%	+$2.35K	0.17%	105
2021 Q3	$370K	Buy	1,193 +24	+2%	+$7.62K	0.18%	99
2021 Q2	$367K	Buy	1,169 +308	+36%	+$94.4K	0.19%	110
2021 Q1	$254K	Buy	+861	New	+$250K	0.14%	144