AWM
VCR icon

Accel Wealth Management’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Accel Wealth Management’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
2023
Q2 		– Sell
-328
Closed -$82.8K – 838
2023
Q1 		$82.8K Hold
328
– – 0.03% 368
2022
Q4 		$71.8K Hold
328
– – 0.03% 297
2022
Q3 		$81K Hold
328
– – 0.04% 280
2022
Q2 		$79K Buy
328
+42
+15% +$11K 0.05% 266
2022
Q1 		$87K Sell
286
-392
-58% -$119K 0.05% 273
2021
Q4 		$231K Buy
678
+121
+22% +$40.6K 0.11% 144
2021
Q3 		$173K Hold
557
– – 0.11% 152
2021
Q2 		$175K Buy
557
+166
+42% +$50.9K 0.12% 172
2021
Q1 		$115K Sell
391
-77
-16% -$22.3K 0.09% 194
2020
Q4 		$129K Buy
+468
New +$119K 0.12% 173

Other funds holding VCR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
HFRG
Houlihan Financial Resource Group Ashburn, Virginia $257M AUM 14.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return