SBSB
Sullivan, Bruyette, Speros & Blaney’s Vanguard Consumer Discretionary ETF VCR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $437K | Hold |
1,478
| – | – | 0.02% | 194 |
|
|
2020
Q4 | $407K | Buy |
1,478
+950
| +180% | +$262K | 0.02% | 188 |
|
|
2020
Q3 | $124K | Hold |
528
| – | – | 0.01% | 318 |
|
|
2020
Q2 | $106K | Buy |
+528
| New | +$106K | 0.01% | 312 |
|
|
2020
Q1 | – | Sell |
-528
| Closed | -$100K | – | 346 |
|
|
2019
Q4 | $100K | Buy |
+528
| New | +$100K | 0.01% | 345 |
|