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

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

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

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

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

BCMIO

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

HFRG

Houlihan Financial Resource Group Ashburn, Virginia $281M AUM 17.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

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

Accel Wealth Management's VCR Position: Q2 2023 in Review

Accel Wealth Management sold out of Vanguard Consumer Discretionary ETF (VCR) in Q2 2023, closing a stake of 328 shares — an estimated $82.8K sold.

Accel Wealth Management first reported a position in VCR in Q4 2020 and held it in 10 quarters. The position peaked at $231K in Q4 2021. 406 funds tracked by Wall St. Rank hold VCR as of Q2 2023.

Accel Wealth Management reported no remaining Vanguard Consumer Discretionary ETF position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 328 Vanguard Consumer Discretionary ETF shares in Q2 2023, an estimated $82.8K.
Accel Wealth Management first reported a position in Vanguard Consumer Discretionary ETF in Q4 2020 and held it in 10 quarters.
Accel Wealth Management's Vanguard Consumer Discretionary ETF position peaked at $231K in Q4 2021.
406 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.