ZAM
Zevin Asset Management’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 |
-623
| Closed | -$234K | – | 88 |
|
2024
Q4 | $234K | Sell |
623
-30
| -5% | -$11.3K | 0.03% | 78 |
|
2024
Q3 | $222K | Hold |
653
| – | – | 0.03% | 78 |
|
2024
Q2 | $204K | Hold |
653
| – | – | 0.03% | 76 |
|
2024
Q1 | $207K | Buy |
+653
| New | +$207K | 0.03% | 80 |
|