Stonebridge Financial Planning 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	$961K	Sell	2,677 -44	-2%	-$17K	0.35%	86
2025 Q4	$1.07M	Sell	2,721 -149	-5%	-$58.3K	0.39%	80
2025 Q3	$1.14M	Sell	2,870 -468	-14%	-$178K	0.43%	70
2025 Q2	$1.21M	Sell	3,338 -301	-8%	-$102K	0.51%	63
2025 Q1	$1.18M	Sell	3,639 -40	-1%	-$14.5K	0.54%	61
2024 Q4	$1.38M	Sell	3,679 -18	-0.5%	-$6.5K	0.62%	50
2024 Q3	$1.26M	Sell	3,697 -290	-7%	-$92.6K	0.6%	49
2024 Q2	$1.25M	Sell	3,987 -368	-8%	-$113K	0.63%	45
2024 Q1	$1.38M	Sell	4,355 -276	-6%	-$84.2K	0.73%	41
2023 Q4	$1.41M	Sell	4,631 -449	-9%	-$125K	0.81%	37
2023 Q3	$1.37M	Buy	5,080 +512	+11%	+$145K	0.88%	34
2023 Q2	$1.29M	Sell	4,568 -210	-4%	-$54.1K	0.79%	40
2023 Q1	$1.21M	Sell	4,778 -3,039	-39%	-$740K	0.78%	42
2022 Q4	$1.71M	Sell	7,817 -1,141	-13%	-$267K	1.14%	27
2022 Q3	$2.11M	Sell	8,958 -898	-9%	-$232K	1.47%	20
2022 Q2	$2.24M	Sell	9,856 -347	-3%	-$90.6K	1.52%	18
2022 Q1	$3.11M	Buy	10,203 +33	+0.3%	+$10.1K	1.74%	17
2021 Q4	$3.01M	Buy	10,170 +676	+7%	+$227K	1.58%	17
2021 Q3	$3.31M	Buy	9,494 +531	+6%	+$169K	1.62%	17
2021 Q2	$2.88M	Buy	8,963 +697	+8%	+$214K	1.53%	18
2021 Q1	$2.57M	Buy	8,266 +798	+11%	+$232K	1.5%	19
2020 Q4	$2.06M	Buy	7,468 +1,327	+22%	+$337K	1.3%	24
2020 Q3	$1.51M	Buy	6,141 +5,131	+508%	+$1.16M	1.09%	27
2020 Q2	$206K	Hold	1,010	–	–	0.18%	85
2020 Q1	$157K	Hold	1,010	–	–	0.16%	89
2019 Q4	$191K	Buy	+1,010	New	+$185K	0.17%	91