180 Wealth Advisors’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

180 Wealth Advisors’s Portfolio VCR Stock Details VCR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-1,027	Closed	-$295K	–	364
2020 Q4	$295K	Buy	1,027 +55	+6%	+$14K	0.09%	226
2020 Q3	$238K	Hold	972	–	–	0.09%	219
2020 Q2	$207K	Buy	+972	New	+$175K	0.08%	244

Other funds holding VCR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

180 Wealth Advisors's VCR Position: Q1 2021 in Review

180 Wealth Advisors sold out of Vanguard Consumer Discretionary ETF (VCR) in Q1 2021, closing a stake of 1,027 shares — an estimated $295K sold.

180 Wealth Advisors first reported a position in VCR in Q2 2020 and held it in 3 quarters. The position peaked at $295K in Q4 2020. 362 funds tracked by Wall St. Rank hold VCR as of Q1 2021.

180 Wealth Advisors reported no remaining Vanguard Consumer Discretionary ETF position as of Q1 2021 after selling out during the quarter.
180 Wealth Advisors sold 1,027 Vanguard Consumer Discretionary ETF shares in Q1 2021, an estimated $295K.
180 Wealth Advisors first reported a position in Vanguard Consumer Discretionary ETF in Q2 2020 and held it in 3 quarters.
180 Wealth Advisors's Vanguard Consumer Discretionary ETF position peaked at $295K in Q4 2020.
362 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q1 2021.

Based on 180 Wealth Advisors's 13F filing for Q1 2021, filed 25 May 2021.