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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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 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 $501B 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
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
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return