WFG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $74K | Sell |
522
-125
| -19% | -$17.7K | 0.02% | 607 |
|
|
2017
Q1 | $90K | Sell |
647
-22
| -3% | -$3.06K | 0.02% | 500 |
|
|
2016
Q4 | $86K | Sell |
669
-39
| -6% | -$5.01K | 0.02% | 571 |
|
|
2016
Q3 | $89K | Sell |
708
-487
| -41% | -$61.2K | 0.02% | 556 |
|
|
2016
Q2 | $146K | Hold |
1,195
| – | – | 0.04% | 411 |
|
|
2016
Q1 | $148K | Sell |
1,195
-429
| -26% | -$53.1K | 0.04% | 388 |
|
|
2015
Q4 | $199K | Sell |
1,624
-90
| -5% | -$11K | 0.06% | 288 |
|
|
2015
Q3 | $202K | Buy |
1,714
+176
| +11% | +$20.7K | 0.06% | 287 |
|
|
2015
Q2 | $191K | Buy |
1,538
+16
| +1% | +$1.99K | 0.05% | 359 |
|
|
2015
Q1 | $186K | Buy |
1,522
+268
| +21% | +$32.8K | 0.05% | 372 |
|
|
2014
Q4 | $147K | Buy |
1,254
+893
| +247% | +$105K | 0.03% | 532 |
|
|
2014
Q3 | $39K | Hold |
361
| – | – | 0.01% | 1011 |
|
|
2014
Q2 | $39K | Sell |
361
-197
| -35% | -$21.3K | 0.01% | 1011 |
|
|
2014
Q1 | $59K | Buy |
558
+158
| +40% | +$16.7K | 0.01% | 844 |
|
|
2013
Q4 | $43K | Buy |
400
+26
| +7% | +$2.8K | 0.01% | 1055 |
|
|
2013
Q3 | $37K | Sell |
374
-525
| -58% | -$51.9K | 0.01% | 1043 |
|
|
2013
Q2 | $82K | Buy |
+899
| New | +$82K | 0.01% | 731 |
|