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B.O.S.S. Retirement Advisors’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

B.O.S.S. Retirement Advisors’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
Q3 		– Sell
-800
Closed -$227K – 249
2023
Q2 		$227K Buy
+800
New +$206K 0.05% 228

Other funds holding VCR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

B.O.S.S. Retirement Advisors's VCR Position: Q3 2023 in Review

B.O.S.S. Retirement Advisors sold out of Vanguard Consumer Discretionary ETF (VCR) in Q3 2023, closing a stake of 800 shares — an estimated $227K sold.

B.O.S.S. Retirement Advisors first reported a position in VCR in Q2 2023 and held it in 1 quarter. The position peaked at $227K in Q2 2023. 402 funds tracked by Wall St. Rank hold VCR as of Q3 2023.

  • B.O.S.S. Retirement Advisors reported no remaining Vanguard Consumer Discretionary ETF position as of Q3 2023 after selling out during the quarter.
  • B.O.S.S. Retirement Advisors sold 800 Vanguard Consumer Discretionary ETF shares in Q3 2023, an estimated $227K.
  • B.O.S.S. Retirement Advisors first reported a position in Vanguard Consumer Discretionary ETF in Q2 2023 and held it in 1 quarter.
  • B.O.S.S. Retirement Advisors's Vanguard Consumer Discretionary ETF position peaked at $227K in Q2 2023.
  • 402 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q3 2023.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q3 2023, filed 17 Oct 2023.