Belpointe Asset Management’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Belpointe Asset 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
2023 Q2	–	Sell	-191	Closed	-$48.2K	–	3270
2023 Q1	$48.2K	Sell	191 -24	-11%	-$5.84K	﹤0.01%	1719
2022 Q4	$47.1K	Buy	+215	New	+$50.4K	﹤0.01%	1652
2022 Q2	–	Sell	-462	Closed	-$141K	–	1275
2022 Q1	$141K	Buy	462 +17	+4%	+$5.18K	0.01%	1070
2021 Q4	$152K	Hold	445	–	–	0.01%	1010
2021 Q3	$138K	Buy	+445	New	+$141K	0.01%	1018

Other funds holding VCR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

HFRG

Houlihan Financial Resource Group Ashburn, Virginia $281M AUM 17.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 $445B AUM 25.58% 1-Year Est. Return

Belpointe Asset Management's VCR Position: Q2 2023 in Review

Belpointe Asset Management sold out of Vanguard Consumer Discretionary ETF (VCR) in Q2 2023, closing a stake of 191 shares — an estimated $48.2K sold.

Belpointe Asset Management first reported a position in VCR in Q3 2021 and held it in 5 quarters. The position peaked at $152K in Q4 2021. 406 funds tracked by Wall St. Rank hold VCR as of Q2 2023.

Belpointe Asset Management reported no remaining Vanguard Consumer Discretionary ETF position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 191 Vanguard Consumer Discretionary ETF shares in Q2 2023, an estimated $48.2K.
Belpointe Asset Management first reported a position in Vanguard Consumer Discretionary ETF in Q3 2021 and held it in 5 quarters.
Belpointe Asset Management's Vanguard Consumer Discretionary ETF position peaked at $152K in Q4 2021.
406 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.