SVWAG
Sound View Wealth Advisors Group’s Vanguard Consumer Discretionary ETF VCR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.35M | Sell |
3,727
-174
| -4% | -$63K | 0.1% | 158 |
|
|
2025
Q1 | $1.27M | Sell |
3,901
-36
| -0.9% | -$11.7K | 0.1% | 154 |
|
|
2024
Q4 | $1.48M | Sell |
3,937
-180
| -4% | -$67.6K | 0.12% | 144 |
|
|
2024
Q3 | $1.4M | Buy |
4,117
+962
| +30% | +$328K | 0.11% | 153 |
|
|
2024
Q2 | $985K | Buy |
3,155
+176
| +6% | +$55K | 0.1% | 162 |
|
|
2024
Q1 | $947K | Sell |
2,979
-82
| -3% | -$26.1K | 0.1% | 168 |
|
|
2023
Q4 | $932K | Buy |
3,061
+519
| +20% | +$158K | 0.1% | 165 |
|
|
2023
Q3 | $685K | Buy |
2,542
+479
| +23% | +$129K | 0.09% | 183 |
|
|
2023
Q2 | $584K | Buy |
2,063
+137
| +7% | +$38.8K | 0.08% | 200 |
|
|
2023
Q1 | $486K | Sell |
1,926
-1,135
| -37% | -$287K | 0.07% | 223 |
|
|
2022
Q4 | $932K | Buy |
3,061
+1,943
| +174% | +$592K | 0.1% | 165 |
|
|
2022
Q3 | $263K | Buy |
1,118
+17
| +2% | +$4K | 0.06% | 227 |
|
|
2022
Q2 | $250K | Sell |
1,101
-1,863
| -63% | -$423K | 0.05% | 243 |
|
|
2022
Q1 | $905K | Buy |
2,964
+334
| +13% | +$102K | 0.17% | 120 |
|
|
2021
Q4 | $896K | Sell |
2,630
-1,272
| -33% | -$433K | 0.17% | 124 |
|
|
2021
Q3 | $1.21M | Buy |
3,902
+119
| +3% | +$36.9K | 0.25% | 101 |
|
|
2021
Q2 | $1.19M | Buy |
+3,783
| New | +$1.19M | 0.25% | 100 |
|