WP
WMS Partners’s Vanguard Consumer Discretionary ETF VCR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-629
| Closed | -$236K | – | 261 |
|
|
2024
Q4 | $236K | Buy |
629
+9
| +1% | +$3.38K | 0.01% | 266 |
|
|
2024
Q3 | $211K | Buy |
+620
| New | +$211K | 0.01% | 271 |
|
|
2023
Q2 | – | Sell |
-825
| Closed | -$208K | – | 304 |
|
|
2023
Q1 | $208K | Buy |
+825
| New | +$208K | 0.02% | 253 |
|
|
2022
Q2 | – | Sell |
-825
| Closed | -$252K | – | 288 |
|
|
2022
Q1 | $252K | Buy |
+825
| New | +$252K | 0.03% | 215 |
|