SWA
Sightline Wealth Advisors’s Vanguard Consumer Discretionary ETF VCR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-838
| Closed | -$256K | – | 58 |
|
|
2022
Q1 | $256K | Sell |
838
-1,349
| -62% | -$412K | 0.21% | 47 |
|
|
2021
Q4 | $757K | Sell |
2,187
-743
| -25% | -$257K | 0.68% | 22 |
|
|
2021
Q3 | $908K | Buy |
2,930
+828
| +39% | +$257K | 0.76% | 20 |
|
|
2021
Q2 | $660K | Buy |
+2,102
| New | +$660K | 0.55% | 27 |
|