B. Riley Wealth Management’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

B. Riley 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	$3K	Buy	+218	New	+$56.9K	﹤0.01%	178
2022 Q1	–	Sell	-6,756	Closed	-$2.3M	–	708
2021 Q4	$2.3M	Buy	6,756 +19	+0.3%	+$6.38K	0.16%	131
2021 Q3	$2.09M	Sell	6,737 -112	-2%	-$35.6K	0.16%	130
2021 Q2	$2.15M	Buy	+6,849	New	+$2.1M	0.24%	97
2015 Q3	–	Sell	-45	Closed	-$5K	–	722
2015 Q2	$5K	Hold	45	–	–	﹤0.01%	863
2015 Q1	$5K	Hold	45	–	–	﹤0.01%	869
2014 Q4	$5K	Hold	45	–	–	﹤0.01%	854
2014 Q3	$4K	Sell	45 -170	-79%	-$18.7K	﹤0.01%	933
2014 Q2	$23K	Hold	215	–	–	0.01%	634
2014 Q1	$23K	Buy	+215	New	+$22.7K	0.02%	605

Other funds holding VCR

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

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 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

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

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

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

B. Riley Wealth Management's VCR Position: Q2 2022 in Review

B. Riley Wealth Management opened a new position in Vanguard Consumer Discretionary ETF (VCR) in Q2 2022: 218 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #178 among its holdings. This is a return to the name: B. Riley Wealth Management previously reported a position in VCR as recently as Q4 2021.

B. Riley Wealth Management first reported a position in VCR in Q1 2014 and has held it in 10 quarters since. The position peaked at $2.3M in Q4 2021. 379 funds tracked by Wall St. Rank hold VCR as of Q2 2022.

B. Riley Wealth Management held 218 shares of Vanguard Consumer Discretionary ETF worth $3K as of Q2 2022.
Vanguard Consumer Discretionary ETF was a new B. Riley Wealth Management position in Q2 2022.
Vanguard Consumer Discretionary ETF made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #178 holding.
B. Riley Wealth Management first reported a position in Vanguard Consumer Discretionary ETF in Q1 2014 and has held it in 10 quarters since.
B. Riley Wealth Management's Vanguard Consumer Discretionary ETF position peaked at $2.3M in Q4 2021.
379 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.