WIM
Westside Investment Management’s Vanguard Consumer Discretionary ETF VCR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.91M | Buy |
21,826
+295
| +1% | +$107K | 1.47% | 13 |
|
|
2025
Q1 | $7.02M | Buy |
21,531
+122
| +0.6% | +$39.8K | 1.49% | 11 |
|
|
2024
Q4 | $8.04M | Sell |
21,409
-383
| -2% | -$144K | 1.69% | 9 |
|
|
2024
Q3 | $7.35M | Sell |
21,792
-10
| -0% | -$3.37K | 1.57% | 12 |
|
|
2024
Q2 | $6.81M | Buy |
21,802
+496
| +2% | +$155K | 1.56% | 13 |
|
|
2024
Q1 | $6.76M | Buy |
21,306
+390
| +2% | +$124K | 1.62% | 12 |
|
|
2023
Q4 | $6.37M | Buy |
20,916
+685
| +3% | +$209K | 1.63% | 11 |
|
|
2023
Q3 | $5.45M | Buy |
20,231
+45
| +0.2% | +$12.1K | 1.57% | 12 |
|
|
2023
Q2 | $5.72M | Buy |
20,186
+10
| +0% | +$2.84K | 1.62% | 10 |
|
|
2023
Q1 | $5.1M | Buy |
20,176
+547
| +3% | +$138K | 1.5% | 15 |
|
|
2022
Q4 | $518K | Buy |
19,629
+782
| +4% | +$20.6K | 1.27% | 15 |
|
|
2022
Q3 | $552K | Buy |
18,847
+595
| +3% | +$17.4K | 1.32% | 16 |
|
|
2022
Q2 | $676K | Buy |
18,252
+950
| +5% | +$35.2K | 1.53% | 10 |
|
|
2022
Q1 | $677K | Buy |
17,302
+885
| +5% | +$34.6K | 1.49% | 11 |
|
|
2021
Q4 | $661K | Sell |
16,417
-155
| -0.9% | -$6.24K | 1.51% | 13 |
|
|
2021
Q3 | $660K | Sell |
16,572
-570
| -3% | -$22.7K | 1.52% | 13 |
|
|
2021
Q2 | $664K | Buy |
17,142
+135
| +0.8% | +$5.23K | 1.54% | 12 |
|
|
2021
Q1 | $595K | Buy |
17,007
+717
| +4% | +$25.1K | 1.57% | 11 |
|
|
2020
Q4 | $499K | Buy |
16,290
+969
| +6% | +$29.7K | 1.37% | 16 |
|
|
2020
Q3 | $425K | Sell |
15,321
-230
| -1% | -$6.39K | 0.19% | 15 |
|
|
2020
Q2 | $363K | Sell |
15,551
-70
| -0.4% | -$1.63K | 0.21% | 12 |
|
|
2020
Q1 | $264K | Buy |
+15,621
| New | +$264K | 0.18% | 13 |
|
|
2019
Q2 | $182K | Buy |
+13,843
| New | +$182K | 0.4% | 14 |
|
|
2018
Q4 | $2.14M | Sell |
14,124
-2,127
| -13% | -$322K | 0.78% | 19 |
|
|
2018
Q3 | $2.85M | Buy |
16,251
+1,477
| +10% | +$259K | 0.91% | 12 |
|
|
2018
Q2 | $2.51M | Buy |
14,774
+900
| +6% | +$153K | 0.88% | 15 |
|
|
2018
Q1 | $2.14M | Buy |
13,874
+100
| +0.7% | +$15.4K | 1.17% | 14 |
|
|
2017
Q4 | $2.21M | Buy |
13,774
+464
| +3% | +$74.6K | 1.2% | 13 |
|
|
2017
Q3 | $1.93M | Hold |
13,310
| – | – | 1.17% | 13 |
|
|
2017
Q2 | $1.88M | Sell |
13,310
-700
| -5% | -$98.6K | 1.22% | 13 |
|
|
2017
Q1 | $1.92M | Buy |
14,010
+1,338
| +11% | +$183K | 0.92% | 12 |
|
|
2016
Q4 | $1.68M | Buy |
+12,672
| New | +$1.68M | 1.14% | 8 |
|