KWMG, LLC VCR Holdings History

Number of Shares
8,404.00
Current Holdings Value*
$3.04 Mil
% of Portfolio
0.29%
Total Estimate Gain
$1.31 Mil
% of Total Estimate Gain
36.03%

KWMG, LLC's Vanguard Consumer Discretionary ETF Holding Summary

As of 2025-06-30, KWMG, LLC held 8,404.00 shares of Vanguard Consumer Discretionary ETF(VCR), totaling $3.04 Mil. This investment constitutes 0.29% of their stock portfolio, and KWMG, LLC now holds 0.05% of the outstanding Vanguard Consumer Discretionary ETF(VCR) stock.

The initial trade took place in 2020Q4. And since then KWMG, LLC has made 16 purchases of VCR, at an average price of $264.62, for a total of 13,786.00 shares. In addition, there have been 3 sales at an average price of $341.24 for 5,382.00 shares. Based on historical transaction data and VCR's current price of $371.96, KWMG, LLC's estimated gain on his VCR holdings is $1.31 Mil, reflecting a 36.03% gain to date.

KWMG, LLC VCR ($371.96) Holding Chart

KWMG, LLC VCR ($371.96) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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