Berman Capital Advisors’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Berman Capital 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
2021 Q3	$64K	Sell	209 -79	-27%	-$25.1K	0.01%	581
2021 Q2	$90K	Hold	288	–	–	0.01%	414
2021 Q1	$85K	Hold	288	–	–	0.02%	345
2020 Q4	$79K	Buy	288 +113	+65%	+$28.7K	0.02%	296
2020 Q3	$41K	Buy	+175	New	+$39.7K	0.01%	403

Other funds holding VCR

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

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Berman Capital Advisors's VCR Position: Q3 2021 in Review

Berman Capital Advisors reduced its Vanguard Consumer Discretionary ETF (VCR) stake by 27% in Q3 2021, selling an estimated $25.1K and leaving 209 shares worth $64K. The position accounts for 0.01% of the portfolio, ranked #581.

Berman Capital Advisors first reported a position in VCR in Q3 2020 and has held it in 5 quarters since. The position peaked at $90K in Q2 2021. 399 funds tracked by Wall St. Rank hold VCR as of Q3 2021.

Berman Capital Advisors held 209 shares of Vanguard Consumer Discretionary ETF worth $64K as of Q3 2021.
Berman Capital Advisors sold 79 Vanguard Consumer Discretionary ETF shares in Q3 2021, an estimated $25.1K.
Vanguard Consumer Discretionary ETF made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #581 holding.
Berman Capital Advisors first reported a position in Vanguard Consumer Discretionary ETF in Q3 2020 and has held it in 5 quarters since.
Berman Capital Advisors's Vanguard Consumer Discretionary ETF position peaked at $90K in Q2 2021.
399 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.