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Buckingham Strategic Wealth’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Buckingham Strategic Wealth’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
2024
Q2 		$409K Sell
1,310
-169
-11% -$51.8K ﹤0.01% 516
2024
Q1 		$470K Hold
1,479
– – 0.01% 474
2023
Q4 		$450K Sell
1,479
-25
-2% -$6.97K 0.01% 465
2023
Q3 		$405K Sell
1,504
-239
-14% -$67.8K 0.01% 464
2023
Q2 		$494K Buy
+1,743
New +$449K 0.01% 427

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 $1.56T AUM 27.86% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B 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 $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Buckingham Strategic Wealth's VCR Position: Q2 2024 in Review

Buckingham Strategic Wealth reduced its Vanguard Consumer Discretionary ETF (VCR) stake by 11% in Q2 2024, selling an estimated $51.8K and leaving 1,310 shares worth $409K. The position accounts for ﹤0.01% of the portfolio, ranked #516.

Buckingham Strategic Wealth first reported a position in VCR in Q2 2023 and has held it in 5 quarters since. The position peaked at $494K in Q2 2023. 459 funds tracked by Wall St. Rank hold VCR as of Q2 2024.

  • Buckingham Strategic Wealth held 1,310 shares of Vanguard Consumer Discretionary ETF worth $409K as of Q2 2024.
  • Buckingham Strategic Wealth sold 169 Vanguard Consumer Discretionary ETF shares in Q2 2024, an estimated $51.8K.
  • Vanguard Consumer Discretionary ETF made up ﹤0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #516 holding.
  • Buckingham Strategic Wealth first reported a position in Vanguard Consumer Discretionary ETF in Q2 2023 and has held it in 5 quarters since.
  • Buckingham Strategic Wealth's Vanguard Consumer Discretionary ETF position peaked at $494K in Q2 2023.
  • 459 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.