Williams Jones Wealth Management’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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.24M | Hold |
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2025
Q1 | $1.11M | Hold |
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2024
Q4 | $1.28M | Buy |
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2024
Q3 | $540K | Hold |
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2024
Q2 | $495K | Hold |
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2024
Q1 | $504K | Buy |
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2023
Q4 | $445K | Sell |
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2023
Q3 | $666K | Buy |
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2023
Q2 | $444K | Hold |
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2023
Q1 | $396K | Buy |
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2022
Q4 | $298K | Hold |
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2022
Q3 | $319K | Hold |
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2022
Q2 | $309K | Hold |
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2022
Q1 | $415K | Buy |
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2021
Q4 | $358K | Hold |
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2021
Q3 | $326K | Hold |
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2021
Q2 | $330K | Hold |
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2021
Q1 | $310K | Hold |
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2020
Q4 | $289K | Hold |
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2020
Q3 | $247K | Sell |
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2020
Q2 | $272K | Sell |
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2020
Q1 | $263K | Hold |
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2019
Q4 | $343K | Sell |
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2019
Q3 | $355K | Buy |
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