Sound View Wealth Advisors Group’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
2026 Q1	$1.23M	Sell	3,429 -58	-2%	-$22.4K	0.08%	168
2025 Q4	$1.37M	Sell	3,487 -164	-4%	-$64.2K	0.09%	161
2025 Q3	$1.45M	Sell	3,651 -76	-2%	-$28.9K	0.1%	157
2025 Q2	$1.35M	Sell	3,727 -174	-4%	-$59K	0.1%	158
2025 Q1	$1.27M	Sell	3,901 -36	-0.9%	-$13K	0.1%	154
2024 Q4	$1.48M	Sell	3,937 -180	-4%	-$65K	0.12%	144
2024 Q3	$1.4M	Buy	4,117 +962	+30%	+$307K	0.11%	153
2024 Q2	$985K	Buy	3,155 +176	+6%	+$53.9K	0.1%	162
2024 Q1	$947K	Sell	2,979 -82	-3%	-$25K	0.1%	168
2023 Q4	$932K	Buy	3,061 +519	+20%	+$145K	0.1%	165
2023 Q3	$685K	Buy	2,542 +479	+23%	+$136K	0.09%	183
2023 Q2	$584K	Buy	2,063 +137	+7%	+$35.3K	0.08%	200
2023 Q1	$486K	Sell	1,926 -1,135	-37%	-$276K	0.07%	223
2022 Q4	$932K	Buy	3,061 +1,943	+174%	+$455K	0.1%	165
2022 Q3	$263K	Buy	1,118 +17	+2%	+$4.4K	0.06%	227
2022 Q2	$250K	Sell	1,101 -1,863	-63%	-$487K	0.05%	243
2022 Q1	$905K	Buy	2,964 +334	+13%	+$102K	0.17%	120
2021 Q4	$896K	Sell	2,630 -1,272	-33%	-$427K	0.17%	124
2021 Q3	$1.21M	Buy	3,902 +119	+3%	+$37.8K	0.25%	101
2021 Q2	$1.19M	Buy	+3,783	New	+$1.16M	0.25%	100