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Capstone Wealth Management Group (Pennsylvania)’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Capstone Wealth Management Group (Pennsylvania)’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
Q1 		– Sell
-1,644
Closed -$560K – 80
2021
Q4 		$560K Buy
+1,644
New +$552K 0.46% 44

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BCMIO
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Capstone Wealth Management Group (Pennsylvania)'s VCR Position: Q1 2022 in Review

Capstone Wealth Management Group (Pennsylvania) sold out of Vanguard Consumer Discretionary ETF (VCR) in Q1 2022, closing a stake of 1,644 shares — an estimated $560K sold.

Capstone Wealth Management Group (Pennsylvania) first reported a position in VCR in Q4 2021 and held it in 1 quarter. The position peaked at $560K in Q4 2021. 414 funds tracked by Wall St. Rank hold VCR as of Q1 2022.

  • Capstone Wealth Management Group (Pennsylvania) reported no remaining Vanguard Consumer Discretionary ETF position as of Q1 2022 after selling out during the quarter.
  • Capstone Wealth Management Group (Pennsylvania) sold 1,644 Vanguard Consumer Discretionary ETF shares in Q1 2022, an estimated $560K.
  • Capstone Wealth Management Group (Pennsylvania) first reported a position in Vanguard Consumer Discretionary ETF in Q4 2021 and held it in 1 quarter.
  • Capstone Wealth Management Group (Pennsylvania)'s Vanguard Consumer Discretionary ETF position peaked at $560K in Q4 2021.
  • 414 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q1 2022.

Based on Capstone Wealth Management Group (Pennsylvania)'s 13F filing for Q1 2022, filed 12 Apr 2022.