SWM
Selective Wealth Management’s Vanguard Consumer Discretionary ETF VCR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-39
| Closed | -$9K | – | 693 |
|
|
2022
Q3 | $9K | Sell |
39
-29
| -43% | -$6.69K | ﹤0.01% | 536 |
|
|
2022
Q2 | $15K | Sell |
68
-400
| -85% | -$88.2K | 0.01% | 511 |
|
|
2022
Q1 | $143K | Sell |
468
-600
| -56% | -$183K | 0.05% | 167 |
|
|
2021
Q4 | $364K | Buy |
1,068
+68
| +7% | +$23.2K | 0.15% | 76 |
|
|
2021
Q3 | $310K | Buy |
1,000
+800
| +400% | +$248K | 0.16% | 66 |
|
|
2021
Q2 | $63K | Buy |
+200
| New | +$63K | 0.05% | 165 |
|