Ayalon Insurance Company’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Ayalon Insurance Company’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	-30	Closed	-$8K	–	111
2023 Q1	$8K	Hold	30	–	–	﹤0.01%	101
2022 Q4	$7K	Hold	30	–	–	﹤0.01%	105
2022 Q3	$7K	Hold	30	–	–	﹤0.01%	109
2022 Q2	$7K	Sell	30 -20	-40%	-$5.22K	﹤0.01%	102
2022 Q1	$15K	Hold	50	–	–	0.01%	133
2021 Q4	$17K	Hold	50	–	–	0.01%	130
2021 Q3	$16K	Buy	+50	New	+$15.9K	0.01%	130

Other funds holding VCR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B 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 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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ayalon Insurance Company's VCR Position: Q2 2023 in Review

Ayalon Insurance Company sold out of Vanguard Consumer Discretionary ETF (VCR) in Q2 2023, closing a stake of 30 shares — an estimated $8K sold.

Ayalon Insurance Company first reported a position in VCR in Q3 2021 and held it in 7 quarters. The position peaked at $17K in Q4 2021. 406 funds tracked by Wall St. Rank hold VCR as of Q2 2023.

Ayalon Insurance Company reported no remaining Vanguard Consumer Discretionary ETF position as of Q2 2023 after selling out during the quarter.
Ayalon Insurance Company sold 30 Vanguard Consumer Discretionary ETF shares in Q2 2023, an estimated $8K.
Ayalon Insurance Company first reported a position in Vanguard Consumer Discretionary ETF in Q3 2021 and held it in 7 quarters.
Ayalon Insurance Company's Vanguard Consumer Discretionary ETF position peaked at $17K in Q4 2021.
406 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q2 2023.

Based on Ayalon Insurance Company's 13F filing for Q2 2023, filed 17 Jul 2023.