CWA
VCR icon

Capital Wealth Alliance’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Capital Wealth Alliance’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
Q1 		– Sell
-2,476
Closed -$542K – 122
2022
Q4 		$542K Buy
2,476
+1,087
+78% +$255K 0.45% 58
2022
Q3 		$326K Sell
1,389
-1,064
-43% -$275K 0.27% 77
2022
Q2 		$557K Hold
2,453
– – 0.39% 62
2022
Q1 		$748K Sell
2,453
-2,000
-45% -$609K 0.44% 53
2021
Q4 		$1.52M Sell
4,453
-735
-14% -$247K 0.88% 31
2021
Q3 		$1.68M Buy
5,188
+58
+1% +$18.4K 1.02% 27
2021
Q2 		$1.57M Buy
5,130
+65
+1% +$19.9K 1.01% 28
2021
Q1 		$1.5M Buy
5,065
+2,893
+133% +$840K 1% 31
2020
Q4 		$636K Buy
2,172
+537
+33% +$136K 0.47% 57
2020
Q3 		$384K Buy
1,635
+52
+3% +$11.8K 0.35% 66
2020
Q2 		$316K Buy
+1,583
New +$285K 0.33% 65

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return