Waverly Advisors’s Vanguard Consumer Discretionary ETF VCR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $982K | Sell |
2,710
-42
| -2% | -$15.2K | 0.01% | 622 |
|
|
2025
Q1 | $896K | Buy |
2,752
+6
| +0.2% | +$1.95K | 0.01% | 630 |
|
|
2024
Q4 | $1.03M | Sell |
2,746
-57
| -2% | -$21.4K | 0.02% | 499 |
|
|
2024
Q3 | $955K | Sell |
2,803
-43
| -2% | -$14.6K | 0.02% | 454 |
|
|
2024
Q2 | $889K | Sell |
2,846
-74
| -3% | -$23.1K | 0.02% | 457 |
|
|
2024
Q1 | $928K | Buy |
+2,920
| New | +$928K | 0.02% | 384 |
|
|
2014
Q1 | – | Sell |
-549
| Closed | -$59K | – | 828 |
|
|
2013
Q4 | $59K | Hold |
549
| – | – | 0.02% | 310 |
|
|
2013
Q3 | $54K | Buy |
+549
| New | +$54K | 0.03% | 236 |
|