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

Avitas 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 Q4	–	Sell	-62,535	Closed	-$14.7M	–	204
2022 Q3	$14.7M	Buy	62,535 +2,255	+4%	+$583K	3.37%	4
2022 Q2	$13.7M	Buy	+60,280	New	+$15.7M	3%	4

Other funds holding VCR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

Avitas Wealth Management's VCR Position: Q4 2022 in Review

Avitas Wealth Management sold out of Vanguard Consumer Discretionary ETF (VCR) in Q4 2022, closing a stake of 62,535 shares — an estimated $14.7M sold.

Avitas Wealth Management first reported a position in VCR in Q2 2022 and held it in 2 quarters. The position peaked at $14.7M in Q3 2022. 372 funds tracked by Wall St. Rank hold VCR as of Q4 2022.

Avitas Wealth Management reported no remaining Vanguard Consumer Discretionary ETF position as of Q4 2022 after selling out during the quarter.
Avitas Wealth Management sold 62,535 Vanguard Consumer Discretionary ETF shares in Q4 2022, an estimated $14.7M.
Avitas Wealth Management first reported a position in Vanguard Consumer Discretionary ETF in Q2 2022 and held it in 2 quarters.
Avitas Wealth Management's Vanguard Consumer Discretionary ETF position peaked at $14.7M in Q3 2022.
372 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q4 2022.

Based on Avitas Wealth Management's 13F filing for Q4 2022, filed 10 Jan 2023.