TW
Transform Wealth’s Vanguard Consumer Discretionary ETF VCR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-946
| Closed | -$293K | – | 232 |
|
|
2021
Q3 | $293K | Sell |
946
-5,276
| -85% | -$1.63M | 0.03% | 194 |
|
|
2021
Q2 | $1.95M | Sell |
6,222
-8,995
| -59% | -$2.82M | 0.24% | 95 |
|
|
2021
Q1 | $4.5M | Buy |
15,217
+10,965
| +258% | +$3.24M | 0.9% | 37 |
|
|
2020
Q4 | $1.17M | Sell |
4,252
-1,564
| -27% | -$430K | 0.24% | 92 |
|
|
2020
Q3 | $1.37M | Buy |
+5,816
| New | +$1.37M | 0.22% | 90 |
|