SWM
Spire Wealth Management’s Vanguard Consumer Discretionary ETF VCR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.1M | Sell |
52,773
-14,027
| -21% | -$5.07M | 0.68% | 32 |
|
|
2025
Q1 | $21.7M | Sell |
66,800
-477
| -0.7% | -$155K | 0.7% | 29 |
|
|
2024
Q4 | $25.3M | Buy |
67,277
+2,124
| +3% | +$797K | 0.78% | 23 |
|
|
2024
Q3 | $22.2M | Sell |
65,153
-8,621
| -12% | -$2.94M | 0.75% | 27 |
|
|
2024
Q2 | $23M | Sell |
73,774
-2,207
| -3% | -$688K | 0.81% | 25 |
|
|
2024
Q1 | $60.6M | Sell |
75,981
-1,153
| -1% | -$920K | 1.1% | 22 |
|
|
2023
Q4 | $23M | Buy |
77,134
+22,675
| +42% | +$6.76M | 0.76% | 26 |
|
|
2023
Q3 | $14.7M | Buy |
54,459
+6,498
| +14% | +$1.75M | 0.56% | 37 |
|
|
2023
Q2 | $13.6M | Buy |
47,961
+9,387
| +24% | +$2.66M | 0.5% | 41 |
|
|
2023
Q1 | $9.74M | Buy |
38,574
+6,356
| +20% | +$1.61M | 0.38% | 57 |
|
|
2022
Q4 | $7.06M | Sell |
32,218
-902
| -3% | -$198K | 0.4% | 58 |
|
|
2022
Q3 | $7.79M | Sell |
33,120
-24,185
| -42% | -$5.68M | 0.47% | 46 |
|
|
2022
Q2 | $13M | Sell |
57,305
-26,377
| -32% | -$6M | 0.54% | 37 |
|
|
2022
Q1 | $25.6M | Sell |
83,682
-25,405
| -23% | -$7.76M | 0.68% | 28 |
|
|
2021
Q4 | $37.3M | Buy |
109,087
+6,620
| +6% | +$2.26M | 0.83% | 16 |
|
|
2021
Q3 | $31.8M | Buy |
102,467
+23,695
| +30% | +$7.35M | 0.84% | 19 |
|
|
2021
Q2 | $24.8M | Buy |
78,772
+1,937
| +3% | +$610K | 0.67% | 28 |
|
|
2021
Q1 | $22.1M | Buy |
+76,835
| New | +$22.1M | 0.59% | 33 |
|