Baron Financial Group’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Baron Financial Group’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 Q3	–	Sell	-100	Closed	-$22.7K	–	189
2022 Q2	$22.7K	Hold	100	–	–	0.02%	121
2022 Q1	$30.5K	Hold	100	–	–	0.02%	118
2021 Q4	$34.1K	Hold	100	–	–	0.02%	113
2021 Q3	$31K	Hold	100	–	–	0.02%	120
2021 Q2	$31.4K	Sell	100 -40	-29%	-$12.3K	0.02%	122
2021 Q1	$41.4K	Hold	140	–	–	0.03%	100
2020 Q4	$38.5K	Hold	140	–	–	0.03%	98
2020 Q3	$32.8K	Buy	+140	New	+$31.8K	0.03%	110

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

RJFSA

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

FSC

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

Baron Financial Group's VCR Position: Q3 2022 in Review

Baron Financial Group sold out of Vanguard Consumer Discretionary ETF (VCR) in Q3 2022, closing a stake of 100 shares — an estimated $22.7K sold.

Baron Financial Group first reported a position in VCR in Q3 2020 and held it in 8 quarters. The position peaked at $41.4K in Q1 2021. 364 funds tracked by Wall St. Rank hold VCR as of Q3 2022.

Baron Financial Group reported no remaining Vanguard Consumer Discretionary ETF position as of Q3 2022 after selling out during the quarter.
Baron Financial Group sold 100 Vanguard Consumer Discretionary ETF shares in Q3 2022, an estimated $22.7K.
Baron Financial Group first reported a position in Vanguard Consumer Discretionary ETF in Q3 2020 and held it in 8 quarters.
Baron Financial Group's Vanguard Consumer Discretionary ETF position peaked at $41.4K in Q1 2021.
364 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q3 2022.

Based on Baron Financial Group's 13F filing for Q3 2022, filed 3 Nov 2022.