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

Atticus 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
2022 Q2	–	Sell	-62	Closed	-$19K	–	651
2022 Q1	$19K	Hold	62	–	–	0.01%	344
2021 Q4	$21K	Hold	62	–	–	0.01%	308
2021 Q3	$19K	Hold	62	–	–	0.01%	316
2021 Q2	$19K	Hold	62	–	–	0.01%	298
2021 Q1	$18K	Hold	62	–	–	0.01%	278
2020 Q4	$17K	Hold	62	–	–	0.01%	270
2020 Q3	$14K	Buy	62 +1	+2%	+$227	0.01%	243
2020 Q2	$12K	Hold	61	–	–	0.01%	239
2020 Q1	$9K	Sell	61 -454	-88%	-$81.3K	0.01%	235
2019 Q4	$98K	Buy	+515	New	+$94.2K	0.06%	134

Other funds holding VCR

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

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 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

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

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

JMPWA

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

FSC

Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

RJFSA

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

Atticus Wealth Management's VCR Position: Q2 2022 in Review

Atticus Wealth Management sold out of Vanguard Consumer Discretionary ETF (VCR) in Q2 2022, closing a stake of 62 shares — an estimated $19K sold.

Atticus Wealth Management first reported a position in VCR in Q4 2019 and held it in 10 quarters. The position peaked at $98K in Q4 2019. 379 funds tracked by Wall St. Rank hold VCR as of Q2 2022.

Atticus Wealth Management reported no remaining Vanguard Consumer Discretionary ETF position as of Q2 2022 after selling out during the quarter.
Atticus Wealth Management sold 62 Vanguard Consumer Discretionary ETF shares in Q2 2022, an estimated $19K.
Atticus Wealth Management first reported a position in Vanguard Consumer Discretionary ETF in Q4 2019 and held it in 10 quarters.
Atticus Wealth Management's Vanguard Consumer Discretionary ETF position peaked at $98K in Q4 2019.
379 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q2 2022.

Based on Atticus Wealth Management's 13F filing for Q2 2022, filed 13 Jul 2022.