Cambridge Trust’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Cambridge Trust’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 Q4	–	Sell	-28	Closed	-$7K	–	895
2022 Q3	$7K	Hold	28	–	–	﹤0.01%	689
2022 Q2	$6K	Hold	28	–	–	﹤0.01%	725
2022 Q1	$9K	Hold	28	–	–	﹤0.01%	766
2021 Q4	$10K	Buy	+28	New	+$9.4K	﹤0.01%	817

Other funds holding VCR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

FSC

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

RJFSA

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

Cambridge Trust's VCR Position: Q4 2022 in Review

Cambridge Trust sold out of Vanguard Consumer Discretionary ETF (VCR) in Q4 2022, closing a stake of 28 shares — an estimated $7K sold.

Cambridge Trust first reported a position in VCR in Q4 2021 and held it in 4 quarters. The position peaked at $10K in Q4 2021. 372 funds tracked by Wall St. Rank hold VCR as of Q4 2022.

Cambridge Trust reported no remaining Vanguard Consumer Discretionary ETF position as of Q4 2022 after selling out during the quarter.
Cambridge Trust sold 28 Vanguard Consumer Discretionary ETF shares in Q4 2022, an estimated $7K.
Cambridge Trust first reported a position in Vanguard Consumer Discretionary ETF in Q4 2021 and held it in 4 quarters.
Cambridge Trust's Vanguard Consumer Discretionary ETF position peaked at $10K in Q4 2021.
372 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q4 2022.

Based on Cambridge Trust's 13F filing for Q4 2022, filed 10 Jan 2023.