Valeo Financial Advisors’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 Q2	$568K	Sell	1,432 -199	-12%	-$77.3K	0.01%	416
2026 Q1	$586K	Sell	1,631 -1,161	-42%	-$448K	0.01%	375
2025 Q4	$1.1M	Sell	2,792 -123	-4%	-$48.1K	0.02%	282
2025 Q3	$1.15M	Buy	2,915 +119	+4%	+$45.3K	0.03%	270
2025 Q2	$1.01M	Hold	2,796	–	–	0.02%	299
2025 Q1	$910K	Hold	2,796	–	–	0.03%	279
2024 Q4	$1.05M	Hold	2,796	–	–	0.03%	252
2024 Q3	$952K	Buy	2,796 +42	+2%	+$13.4K	0.03%	271
2024 Q2	$860K	Buy	+2,754	New	+$844K	0.03%	269
2022 Q1	–	Sell	-695	Closed	-$237K	–	691
2021 Q4	$237K	Buy	695 +22	+3%	+$7.39K	0.01%	479
2021 Q3	$209K	Sell	673 -1	-0.1%	-$317	0.01%	490
2021 Q2	$212K	Buy	674 +2	+0.3%	+$613	0.01%	434
2021 Q1	$199K	Sell	672 -86	-11%	-$25K	0.01%	441
2020 Q4	$209K	Sell	758 -3	-0.4%	-$762	0.01%	414
2020 Q3	$179K	Sell	761 -618	-45%	-$140K	0.02%	349
2020 Q2	$276K	Sell	1,379 -239	-15%	-$43.1K	0.03%	269
2020 Q1	$255K	Buy	1,618 +592	+58%	+$106K	0.03%	250
2019 Q4	$194K	Buy	1,026 +1	+0.1%	+$183	0.02%	329
2019 Q3	$185K	Hold	1,025	–	–	0.02%	312
2019 Q2	$184K	Buy	1,025 +625	+156%	+$110K	0.02%	304
2019 Q1	$69K	Sell	400 -42	-10%	-$6.93K	0.01%	498
2018 Q4	$67K	Sell	442 -607	-58%	-$98.4K	0.01%	454
2018 Q3	$170K	Buy	1,049 +651	+164%	+$115K	0.02%	298
2018 Q2	$69K	Buy	398 +165	+71%	+$27.3K	0.01%	477
2018 Q1	$37K	Hold	233	–	–	0.01%	558
2017 Q4	$36K	Buy	233 +2	+0.9%	+$298	0.01%	539
2017 Q3	$33K	Buy	+231	New	+$32.9K	0.01%	479

Other funds holding VCR