SFPG
Stonebridge Financial Planning 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 | $1.21M | Sell |
3,338
-301
| -8% | -$109K | 0.51% | 63 |
|
|
2025
Q1 | $1.18M | Sell |
3,639
-40
| -1% | -$13K | 0.54% | 61 |
|
|
2024
Q4 | $1.38M | Sell |
3,679
-18
| -0.5% | -$6.76K | 0.62% | 50 |
|
|
2024
Q3 | $1.26M | Sell |
3,697
-290
| -7% | -$98.7K | 0.6% | 49 |
|
|
2024
Q2 | $1.25M | Sell |
3,987
-368
| -8% | -$115K | 0.63% | 45 |
|
|
2024
Q1 | $1.38M | Sell |
4,355
-276
| -6% | -$87.7K | 0.73% | 41 |
|
|
2023
Q4 | $1.41M | Sell |
4,631
-449
| -9% | -$137K | 0.81% | 37 |
|
|
2023
Q3 | $1.37M | Buy |
5,080
+512
| +11% | +$138K | 0.88% | 34 |
|
|
2023
Q2 | $1.29M | Sell |
4,568
-210
| -4% | -$59.5K | 0.79% | 40 |
|
|
2023
Q1 | $1.21M | Sell |
4,778
-3,039
| -39% | -$767K | 0.78% | 42 |
|
|
2022
Q4 | $1.71M | Sell |
7,817
-1,141
| -13% | -$250K | 1.14% | 27 |
|
|
2022
Q3 | $2.11M | Sell |
8,958
-898
| -9% | -$211K | 1.47% | 20 |
|
|
2022
Q2 | $2.24M | Sell |
9,856
-347
| -3% | -$78.9K | 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% | +$200K | 1.58% | 17 |
|
|
2021
Q3 | $3.31M | Buy |
9,494
+531
| +6% | +$185K | 1.62% | 17 |
|
|
2021
Q2 | $2.89M | Buy |
8,963
+697
| +8% | +$224K | 1.53% | 18 |
|
|
2021
Q1 | $2.57M | Buy |
8,266
+798
| +11% | +$248K | 1.5% | 19 |
|
|
2020
Q4 | $2.06M | Buy |
7,468
+1,327
| +22% | +$365K | 1.3% | 24 |
|
|
2020
Q3 | $1.52M | Buy |
6,141
+5,131
| +508% | +$1.27M | 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 | +$191K | 0.17% | 91 |
|