VWM
VCI Wealth Management’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $741K | Buy |
7,876
+494
| +7% | +$46.5K | 0.26% | 88 |
|
2025
Q1 | $624K | Sell |
7,382
-708
| -9% | -$59.8K | 0.26% | 89 |
|
2024
Q4 | $788K | Buy |
8,090
+916
| +13% | +$89.3K | 0.33% | 71 |
|
2024
Q3 | $634K | Sell |
7,174
-9,308
| -56% | -$823K | 0.28% | 77 |
|
2024
Q2 | $1.34M | Buy |
16,482
+4,154
| +34% | +$337K | 0.66% | 38 |
|
2024
Q1 | $1.02M | Sell |
12,328
-2,323
| -16% | -$192K | 0.69% | 37 |
|
2023
Q4 | $1.16M | Buy |
+14,651
| New | +$1.16M | 0.7% | 35 |
|